Icl Group Ltd vs Iris Energy Limited — how do they compare? Icl Group Ltd trades at $5.02 (market cap $6.47B), while Iris Energy Limited trades at $35.19 (market cap $14.07B). The key difference: Iris Energy Limited is far larger — about 2.2× Icl Group Ltd's market cap, and Icl Group Ltd pays a 4.11% dividend while Iris Energy Limited pays none. Which is the better fit depends on your goals — on Pluang, investors hold Icl Group Ltd for 56 Days and Iris Energy Limited for 28 Days on average.
| ICL | IREN | |
|---|---|---|
Market Cap | $6.47B | $14.07B |
Volume | 1,387,140 | 54,492,460 |
Sector | Basic Materials | Technology |
52-Week High | $6.84 | $76.41 |
52-Week Low | $4.80 | $29.31 |
Typical Hold Time | 56 Days | 28 Days |
Enterprise Value | $9.11B | $16.02B |
Dividend Yield | 4.11% | — |
Signals from Pluang's Aura AI — not financial advice
ICL trades at $5.00, down 1.57% today, with a bearish technical signal from moving averages but a neutral oscillator stance. Recent earnings beat estimates in Q1 and Q2 2026, though revenue and net income have trended lower from 2022 peaks. The company maintains a dividend, with a $0.06 payment scheduled for September 2026, and operates with stable cash flow from operations around $1.1 billion.
The outlook is mixed: valuation ratios like P/E of 20.83 and P/S of 0.84 suggest reasonable pricing, but analyst consensus is entirely Hold with a $6.08 target. Risks include industry headwinds from higher input costs and competitive pressures, while institutional buying, like Amundi's Q1 2026 purchase, offers support. Earnings growth and cost transformation are key to upside.
IREN is trading at $35.71, down 7.7% in the last 24 hours, showing bearish technical momentum despite strong analyst support. The company reported $501M revenue in 2025 with 17.35% profit margin, but faces significant losses projected for 2026 (-$703M net income). Recent news highlights IREN's pivot from Bitcoin mining to AI infrastructure with major contracts including a $9.7B Microsoft deal, though execution risks and capital intensity remain concerns.
While Wall Street maintains bullish sentiment with an $81 consensus price target (80% buy ratings), IREN faces substantial execution risks amid aggressive expansion. The stock offers potential upside if the company successfully scales its AI infrastructure business, but current negative profitability and high valuation ratios (P/E 51.42, P/S 15.97) suggest caution for near-term investors.
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ICL Group Ltd is a manufacturer of products based on minerals. The firm is comprised of four segments: phosphate solutions, potash, industrial products, and innovative agriculture solutions (IAS). These segments all contribute to the company's development of agriculture, food, and engineered material products and services. The company mines and manufactures potash and phosphates to be used as ingredients in fertilizers and serve as a component in the pharmaceutical and food additives industries. It is also engaged in industrial additives and materials, including flame retardants, phosphate salts, specialty phosphate blends, purified phosphoric acid, electronic-grade specialty phosphoric acids. Its geographical segments are Europe, Asia, North & South America, and the Rest of the world.
Read more on ICL →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 →