Aspen Aerogels Inc vs Vertiv Holdings Co — how do they compare? Aspen Aerogels Inc trades at $5.14 (market cap $427.65M), while Vertiv Holdings Co trades at $304.67 (market cap $122.48B). The key difference: Vertiv Holdings Co is far larger — about 286.4× Aspen Aerogels Inc's market cap, and Vertiv Holdings Co pays a 0.08% dividend while Aspen Aerogels Inc pays none. Which is the better fit depends on your goals.
| ASPN | VRT | |
|---|---|---|
Market Cap | $427.65M | $122.48B |
Sector | Technology | Technology |
52-Week High | $8.82 | $376.23 |
52-Week Low | $2.57 | $121.82 |
Enterprise Value | $382.60M | $123.24B |
Dividend Yield | — | 0.08% |
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.
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
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 →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 →