American Superconductor Corporation vs Northrop Grumman Corporation — how do they compare? American Superconductor Corporation trades at $35.2 (market cap $1.74B), while Northrop Grumman Corporation trades at $543.73 (market cap $76.65B). The key difference: Northrop Grumman Corporation is far larger — about 44.1× American Superconductor Corporation's market cap, and Northrop Grumman Corporation pays a 1.74% dividend while American Superconductor Corporation pays none. Which is the better fit depends on your goals.
| AMSC | NOC | |
|---|---|---|
Market Cap | $1.74B | $76.65B |
Sector | Technology | Industrials |
52-Week High | $66.68 | $768.02 |
52-Week Low | $25.95 | $496.02 |
Enterprise Value | $1.61B | $90.87B |
Dividend Yield | — | 1.74% |
Signals from Pluang's Aura AI — not financial advice
AMSC trades at $35.96, down 3.26% today amid bearish technical signals. The stock shows strong fundamentals with recent earnings beats and robust profitability metrics including 44.73% net margin and 35.56% ROE. Revenue grew 34% year-over-year to $299.2 million in 2025, though cash flow trends show negative net cash flow of -$6.9M. Analyst sentiment remains positive with 53% buy ratings despite recent insider selling activity.
The outlook remains cautiously optimistic given strong order backlog growth of 40% and expanding role in AI energy infrastructure. Key risks include valuation concerns at 66.72x EV/EBITDA and acquisition-driven growth versus organic expansion. Earnings momentum and grid technology positioning provide upside potential if execution continues.
Northrop Grumman (NOC) trades at $539.63, up 1.39% with a bearish technical signal despite recent earnings beats. The stock shows strong fundamentals with a $95.61B backlog, 10.8% net margin, and consistent cash flow growth. Analyst consensus remains bullish with a $694.40 price target, though technical indicators show resistance near $542.
NOC presents a compelling value opportunity with reasonable valuation (P/E 16.92) and strong defense sector positioning. Key risks include political budget uncertainty and execution challenges. The upcoming Q2 earnings on July 21, 2026, will be crucial for confirming growth trajectory amid current technical weakness.
Trailing returns across standard periods
Latest headlines on both assets
AMSC provides energy technology solutions for smarter and cleaner power grids. It offers wind turbine electronic controls and advanced grid systems that enhance the reliability and efficiency of renewable energy networks.
Read more on AMSC →Northrop Grumman is a defense contractor that is diversified across short-cycle and long-cycle businesses. The firm's segments include aeronautics, mission systems, defense services, and space systems. The company's aerospace segment creates the fuselage for the massive F-35 program and produces various piloted and autonomous flight systems. Mission systems creates a variety of sensors and processors for defense hardware. The defense systems segment is a long-range missile manufacturer. Finally, the company's space systems segment produces various space structures, sensors, and satellites.
Read more on NOC →