Iris Energy Limited vs OneSpan Inc — how do they compare? Iris Energy Limited trades at $44.14 (market cap $14.20B), while OneSpan Inc trades at $16.22 (market cap $600.69M). The key difference: Iris Energy Limited is far larger — about 23.6× OneSpan Inc's market cap, and OneSpan Inc pays a 3.19% dividend while Iris Energy Limited pays none. Which is the better fit depends on your goals.
| IREN | OSPN | |
|---|---|---|
Market Cap | $14.20B | $600.69M |
Sector | Energy | Technology |
52-Week High | $76.41 | $16.78 |
52-Week Low | $17.73 | $10.15 |
Enterprise Value | $15.95B | $569.77M |
Dividend Yield | — | 3.19% |
Signals from Pluang's Aura AI — not financial advice
IREN stock trades at $43.17, up 11.44% today amid positive AI infrastructure news. The technical picture is neutral with resistance near $42. Fundamentally, the company shows strong revenue growth to $501M in 2025 and has secured $2.8B in new AI contracts, though it has missed recent EPS estimates and reports negative ROE and ROA. Analyst sentiment is bullish with a $84.43 price target.
Outlook is driven by AI cloud expansion but carries execution risks. The stock offers growth potential from its $4B revenue target, yet high valuations and recent earnings misses pose challenges. Investors should weigh contract momentum against profitability concerns and sector volatility.
OneSpan (OSPN) trades at $16.17, down 1.22% today, with strong fundamental metrics including a P/E of 9.21 and net income margin of 27.76%. The stock shows bullish technical signals with recent earnings beats and analyst consensus pointing to upside potential. Recent product launches like DigipassONE demonstrate ongoing innovation in authentication solutions.
The outlook remains positive with 67% analyst buy ratings and a $17.00 consensus target. Risks include declining operating cash flow and competitive pressure in the software security space. The stock offers value characteristics with reasonable valuation multiples and consistent dividend payments.
Trailing returns across standard periods
Latest headlines on both assets
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 →OneSpan Inc. is a global leader in providing digital agreement security solutions. The company's platform helps organizations, primarily in the financial services sector, to secure their digital agreements and transactions, including e-signatures, multi-factor authentication, and transaction monitoring. OneSpan's technology is focused on protecting customers from fraud and meeting regulatory compliance requirements in a digital-first environment.
Read more on OSPN →