STMicroelectronics NV vs Vertiv Holdings Co — how do they compare? STMicroelectronics NV trades at $51.53 (market cap $46.67B), while Vertiv Holdings Co trades at $262.78 (market cap $111.97B). The key difference: Vertiv Holdings Co is far larger — about 2.4× STMicroelectronics NV's market cap, and STMicroelectronics NV pays the higher dividend (0.69%). Which is the better fit depends on your goals.
| STM | VRT | |
|---|---|---|
Market Cap | $46.67B | $111.97B |
Sector | Financials | Technology |
52-Week High | $79.91 | $376.23 |
52-Week Low | $21.20 | $134.84 |
Enterprise Value | $44.19B | $112.19B |
Dividend Yield | 0.69% | 0.09% |
Signals from Pluang's Aura AI — not financial advice
STM trades at $51.97, down 0.52% today, with a bullish technical outlook supported by moving averages and key support at $52. The company shows mixed fundamentals with a high P/E of 98.84 but strong cash flow generation of $555M in 2025. Recent news highlights AI datacenter revenue targets exceeding $2B by 2027, positioning STM for growth in industrial automation and edge AI markets.
STM faces near-term margin pressures with negative net income margin but offers significant upside to the $71.83 analyst consensus target. Key risks include execution on AI growth targets and semiconductor cycle volatility. The bullish analyst consensus (52% buy ratings) suggests confidence in the company's strategic positioning despite current profitability challenges.
Vertiv Holdings (VRT) trades at $290.83, up 3.67% with strong technical bullish signals and consistent earnings beats. The company demonstrates robust fundamentals with 15.09% net margins and 43.94% ROE, supported by data center infrastructure demand. Recent acquisition of UtilityInnovation Group for $1.45 billion positions VRT for AI-driven growth, while analyst consensus shows 95% buy ratings with a $355.17 price target.
Outlook remains positive given AI infrastructure tailwinds and strong execution, though elevated valuation multiples (P/E 65.8) and RSI overbought conditions warrant caution. The stock offers growth exposure to data center expansion but faces competition and execution risks on recent acquisitions.
Trailing returns across standard periods
Latest headlines on both assets
A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →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 →