International Business Machines Corp vs Vertiv Holdings Co — how do they compare? International Business Machines Corp trades at $238.55 (market cap $222.64B), while Vertiv Holdings Co trades at $285.36 (market cap $103.99B). The key difference: International Business Machines Corp is far larger — about 2.1× Vertiv Holdings Co's market cap, and International Business Machines Corp pays the higher dividend (2.86%). Which is the better fit depends on your goals.
| IBM | VRT | |
|---|---|---|
Market Cap | $222.64B | $103.99B |
Volume | 4,481,527 | — |
Sector | Technology | Technology |
52-Week High | $329.23 | $376.23 |
52-Week Low | $205.77 | $121.82 |
Enterprise Value | $279.78B | $104.21B |
Dividend Yield | 2.86% | 0.09% |
Signals from Pluang's Aura AI — not financial advice
IBM trades at $237.28, up 1.65% today, with a mixed technical outlook showing bullish overall signals but bearish momentum indicators. Recent earnings beat expectations in Q1 2026, though Q2 2026 matched estimates, and revenue growth accelerated to $67.54 billion in 2025. The company maintains strong profitability with a net income margin of 15.52% and a dividend yield of approximately 2.8%, supported by positive cash flow from operations of $13.19 billion.
The stock offers a balanced risk-reward profile, with a consensus price target of $257.38 implying 8.5% upside, but faces headwinds from a securities fraud investigation and competitive pressures in AI. Long-term growth hinges on quantum computing and hybrid cloud adoption, yet near-term volatility may persist due to legal uncertainties and macroeconomic factors.
VRT trades at $272.40, down 1.01% on the day, with a bearish technical signal driven by moving averages and RSI levels near overbought territory. The company reported strong Q2 2026 earnings, beating estimates with EPS of $1.52 versus $1.43 expected, and revenue growth is supported by AI data center demand. Recent news highlights its role in AI infrastructure, though legal investigations pose a sentiment risk.
Outlook remains positive with a consensus price target of $386.58, reflecting 42% upside, driven by robust fundamentals and AI tailwinds. Risks include high valuation multiples, competitive pressures, and ongoing legal scrutiny. Investors should weigh growth potential against elevated P/E and market volatility.
Trailing returns across standard periods
Latest headlines on both assets
International Business Machines Corporation (IBM) provides computer solutions. The Company offers application, technology consulting and support, process design and operations, cloud, digital workplace, and network services, as well as business resiliency, strategy, and design solutions. IBM serves clients worldwide.
Read more on IBM →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 →