Booz Allen Hamilton Holding Corporation vs Iris Energy Limited — how do they compare? Booz Allen Hamilton Holding Corporation trades at $64.7 (market cap $7.62B), while Iris Energy Limited trades at $38.8 (market cap $13.80B). The key difference: Iris Energy Limited is the larger of the two by market cap, and Booz Allen Hamilton Holding Corporation pays a 3.71% dividend while Iris Energy Limited pays none. Which is the better fit depends on your goals.
| BAH | IREN | |
|---|---|---|
Market Cap | $7.62B | $13.80B |
Sector | Industrials | Energy |
52-Week High | $115.95 | $76.41 |
52-Week Low | $59.71 | $15.40 |
Enterprise Value | $11.02B | $15.55B |
Dividend Yield | 3.71% | — |
Signals from Pluang's Aura AI — not financial advice
Booz Allen Hamilton (BAH) trades at $64.80, up 3.25% in the last session, with a bearish technical signal but strong fundamentals including a P/E of 9.39 and net income margin of 7.59%. Recent earnings beat expectations in Q4 2025 and Q1 2026, while Q3 2025 missed. The company announced a partnership with OpenAI and an acquisition to bolster its defense technology portfolio, signaling strategic growth in AI and national security sectors.
Outlook is mixed: analyst consensus price target of $78.17 suggests 20% upside, supported by robust cash flow and government contracts, but risks include high debt levels and market volatility. The stock's current price near the low end of analyst targets indicates potential value, though technical indicators warn of short-term pressure.
IREN trades at $38.98, down 5.18% on the day, amid a bearish technical signal and recent earnings misses. The company is transitioning from Bitcoin mining to AI infrastructure, showing strong revenue growth projections for 2026 ($757M) and a net income margin improvement to 20.87%. However, negative ROE and ROA highlight profitability challenges. Analyst consensus remains bullish with a $79.11 price target, but high valuation ratios (P/E 50.14, P/S 14.99) suggest premium pricing.
The outlook hinges on successful execution of AI cloud expansion, with key risks including competitive pressures from Meta's cloud ambitions and operational scalability. Investors face a high-risk, high-reward scenario, balancing analyst optimism against technical weakness and recent stock volatility. Near-term catalysts include potential contracts and capacity milestones, but misses on earnings expectations warrant caution.
Trailing returns across standard periods
Latest headlines on both assets
Booz Allen Hamilton Holding Corp is a provider of management consulting services to the U.S. government. Other services offered include technology, such as cloud computing and cybersecurity consulting, and engineering consulting. The consulting services are focused on defense, intelligence, and civil markets. In addition to the U.S. government, Booz Allen Hamilton provides its management and technology consulting services to large corporations, institutions, and nonprofit organizations. The company assists clients in long-term engagements around the globe.
Read more on BAH →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 →