Aspen Aerogels Inc vs SMX Security Matters plc — how do they compare? Aspen Aerogels Inc trades at $5.11 (market cap $427.65M), while SMX Security Matters plc trades at $16.58 (market cap $15.03M). The key difference: Aspen Aerogels Inc is far larger — about 28.5× SMX Security Matters plc's market cap, and Aspen Aerogels Inc is trading nearer its 52-week high, SMX Security Matters plc nearer its low. Which is the better fit depends on your goals.
| ASPN | SMX | |
|---|---|---|
Market Cap | $427.65M | $15.03M |
Sector | Technology | Technology |
52-Week High | $8.82 | $313.26K |
52-Week Low | $2.57 | $12.87 |
Enterprise Value | $382.60M | $12.00M |
Signals from Pluang's Aura AI — not financial advice
ASPN trades at $5.16, down 1.53% on the day, with a bearish technical signal despite oversold RSI readings. The company reported a Q1 2026 loss of $0.28 per share, missing estimates, but revenue beat expectations. Recent news includes a 2025 Supplier of the Year award from General Motors and the staged restart of its East Providence facility. Financials show significant net losses but improving cash flow trends into 2026.
Outlook remains challenging with persistent losses and negative margins, though analyst consensus is strongly bullish (83% buy ratings). Key risks include execution on facility restarts and EV demand volatility. The stock offers high-risk growth potential if operational improvements and electrification trends accelerate profitability.
SMX trades at $15.65, down 4.02% in the last session, with a neutral technical signal and bearish moving averages. The stock shows negative profitability with a ROE of -2,216.26% and ROA of -398.22%, while the P/B ratio stands at 1.7. Recent corporate actions include two reverse stock splits in May and June 2026. News highlights the company's focus on recycled plastic traceability amid new state recycling mandates, positioning it in a growing regulatory environment.
The outlook for SMX is challenged by weak profitability but supported by potential demand from recycling regulations. Investment opportunity lies in policy-driven adoption of its traceability technology, while risks include execution hurdles and sustained negative returns. The stock's near-term direction may hinge on converting regulatory tailwinds into tangible financial improvement.
Trailing returns across standard periods
Aspen Aerogels is an aerogel technology company that designs high-performance insulation. Its products are used in energy infrastructure and electric vehicles to provide thermal management and fire protection.
Read more on ASPN →SMX Security Matters plc is a digital authentication and tracking technology company that uses a chemical-based, invisible marker system to trace and verify products across global supply chains. Their technology creates a 'digital twin' of physical products, used for quality control, counterfeiting prevention, and ensuring sustainability compliance from raw materials to final sale. The company's solutions are applied across various industries, including precious materials, luxury goods, and fast-moving consumer goods.
Read more on SMX →