Arko Corp. vs Iris Energy Limited — how do they compare? Arko Corp. trades at $8.07 (market cap $905.34M), while Iris Energy Limited trades at $40.05 (market cap $14.70B). The key difference: Iris Energy Limited is far larger — about 16.2× Arko Corp.'s market cap, and Arko Corp. pays a 1.49% dividend while Iris Energy Limited pays none. Which is the better fit depends on your goals.
| ARKO | IREN | |
|---|---|---|
Market Cap | $905.34M | $14.70B |
Sector | Consumer Cyclical | Energy |
52-Week High | $8.64 | $76.41 |
52-Week Low | $3.82 | $15.40 |
Enterprise Value | $3.08B | $16.45B |
Dividend Yield | 1.49% | — |
Signals from Pluang's Aura AI — not financial advice
ARKO trades at $8.07, up 1.25% today, with a bullish technical signal from moving averages. The company reported Q1 2026 earnings that beat expectations, though revenue has declined from $9.4B in 2023 to $7.6B in 2025. Valuation metrics show a high P/E of 40.35 but a low P/S of 0.12, and the firm maintains positive operating cash flow of $193M in 2025. A recent dividend of $0.03 per share was declared for May 2026.
ARKO presents a mixed outlook; low valuation multiples and defensive positioning amid inflation offer value, but declining revenue and thin net margins near 0.38% pose profitability risks. Analyst consensus is entirely Hold, reflecting caution. Key risks include competitive pressures in fuel distribution and sensitivity to economic cycles, requiring careful monitoring of cash flow sustainability for dividend coverage.
IREN trades at $41.11, down 1.46% on the day, amid a bearish technical signal with key support at $40. The company is transitioning from Bitcoin mining to AI infrastructure, with revenue growing from $501M in 2025 to a projected $757M in 2026. Recent earnings have missed expectations, but analyst sentiment remains largely positive with a consensus price target of $79.11, representing significant upside potential from current levels.
The outlook hinges on successful execution of its AI cloud strategy, with a $3.1B contracted ARR target by end-2026 being a key catalyst. However, risks include intense competition, high capital expenditure evidenced by negative investing cash flow, and recent earnings misses. The stock offers high growth potential but carries substantial execution risk.
Trailing returns across standard periods
Latest headlines on both assets
ARKO Corp operates as a holding company. The company, through its subsidiaries, owns and operates convenience stores in the United States. Some of its regional store brands include Stop, Admiral, Apple Market, BreadBox, E-Z Mart, fas mart, Li'l Cricket, and Next Door Store. Its retail store offers hot food service, beverages, cigarettes & other tobacco products, candy, salty snacks, grocery, beer, and general merchandise. ARKO operates in three segments: Retail, Wholesale, and GPM Petroleum. The company derives the majority of its revenue from retail and wholesale distribution of fuel.
Read more on ARKO →Iris Energy is a next-generation data center company that powers Bitcoin mining and AI workloads using 100% renewable energy. It focuses on building sustainable infrastructure for the global digital economy.
Read more on IREN →