Eaton vs. Vertiv: Which Data Center Power Stock Has an Edge?

As AI drives data center expansion, both Eaton Corporation and Vertiv are positioned to benefit from increased demand for power and cooling infrastructure. Vertiv has a stronger edge with higher growth estimates (37% revenue growth, 60% EPS growth for 2026), a Zacks Rank #2 (Buy) rating, and a VGM Score of A, while Eaton carries a Zacks Rank #3 (Hold) and VGM Score of D. However, Vertiv trades at a higher valuation (30.1X forward P/E) compared to Eaton (28.45X).