Iris Energy Limited vs Plby Group Inc — how do they compare? Iris Energy Limited trades at $43.68 (market cap $14.20B), while Plby Group Inc trades at $1.22 (market cap $162.94M). The key difference: Iris Energy Limited is far larger — about 87.1× Plby Group Inc's market cap, and Iris Energy Limited is trading nearer its 52-week high, Plby Group Inc nearer its low. Which is the better fit depends on your goals.
| IREN | PLBY | |
|---|---|---|
Market Cap | $14.20B | $162.94M |
Sector | Energy | Consumer Cyclical |
52-Week High | $76.41 | $2.71 |
52-Week Low | $17.73 | $1.11 |
Enterprise Value | $15.95B | $308.52M |
Signals from Pluang's Aura AI — not financial advice
IREN trades at $43.67, up 12.73% in the last 24 hours, reflecting strong momentum amid recent AI contract wins. The technical picture is neutral with mixed signals, while fundamentals show robust revenue growth and high gross margins but negative returns on equity and assets. Recent news highlights the company's pivot to AI infrastructure, including a $2.8 billion contract boost and a raised revenue target above $4 billion, driving investor optimism despite recent earnings misses.
The outlook is cautiously optimistic, with significant growth potential from AI cloud expansion but tempered by execution risks and high valuation multiples. Analyst consensus is bullish with a $84.43 price target, though investors should monitor cash flow sustainability and competitive pressures in the rapidly evolving AI infrastructure space.
PLBY Group trades at $1.255, up 6.36% with bullish technical signals from moving averages. The company shows improving fundamentals with Q2 2026 revenue growth and a return to operating profitability, while net income margin remains thin at 0.23%. Recent developments include inclusion in Russell indexes and strategic share repurchases. Analyst consensus is strongly positive with 75% buy ratings.
The outlook suggests gradual recovery with projected 2026 profitability, though high P/E of 68 and negative shareholder equity pose valuation concerns. Key opportunities include licensing growth and brand expansion, while risks involve debt burden and competitive pressures in the leisure sector.
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 →PLBY Group Inc is a pleasure and leisure company. The company's segment includes Licensing, Direct-to-Consumer, and Digital Subscriptions and Content. It generates maximum revenue from the Direct-to-Consumer segment. Direct-to-Consumer operations include consumer products sold through third-party retailers or online direct-to-customer. Geographically, it derives a majority of revenue from the United States.
Read more on PLBY →