American Superconductor Corporation vs Vertiv Holdings Co — how do they compare? American Superconductor Corporation trades at $34.43 (market cap $1.74B), while Vertiv Holdings Co trades at $305.18 (market cap $122.48B). The key difference: Vertiv Holdings Co is far larger — about 70.4× American Superconductor Corporation's market cap, and Vertiv Holdings Co pays a 0.08% dividend while American Superconductor Corporation pays none. Which is the better fit depends on your goals.
| AMSC | VRT | |
|---|---|---|
Market Cap | $1.74B | $122.48B |
Sector | Technology | Technology |
52-Week High | $66.68 | $376.23 |
52-Week Low | $25.95 | $121.82 |
Enterprise Value | $1.61B | $123.24B |
Dividend Yield | — | 0.08% |
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.
VRT trades at $318.86, down 1.56% today, but maintains a bullish technical stance with strong support at $318. The company reported robust earnings beats in recent quarters, with Q1 2026 EPS of $1.17 exceeding the $1.00 estimate. Revenue growth is solid, projected to rise from $10.23B in 2025 to $10.8B in 2026, while net income margins expand from 13.02% to 14.37%.
Outlook remains positive driven by AI infrastructure demand, though premium valuations (P/E 80.12) pose risks. Analyst consensus is strongly bullish with a $395.23 price target. Key risks include execution challenges in capacity expansion and competitive pressures in the cooling solutions market.
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 →Vertiv is a global leader in critical digital infrastructure, providing essential power, cooling, and IT management solutions for data centers, communication networks, and industrial facilities. As the primary provider of advanced thermal management and liquid cooling systems, Vertiv is a central player in the AI revolution, enabling the extreme density and power requirements of next-generation GPU-driven computing.
Read more on VRT →