TransMedics Group Inc vs Vertiv Holdings Co — how do they compare? TransMedics Group Inc trades at $85.89 (market cap $3.06B), while Vertiv Holdings Co trades at $262.9 (market cap $111.97B). The key difference: Vertiv Holdings Co is far larger — about 36.6× TransMedics Group Inc's market cap, and Vertiv Holdings Co pays a 0.09% dividend while TransMedics Group Inc pays none. Which is the better fit depends on your goals.
| TMDX | VRT | |
|---|---|---|
Market Cap | $3.06B | $111.97B |
Sector | Technology | Technology |
52-Week High | $150.42 | $376.23 |
52-Week Low | $61.99 | $134.84 |
Enterprise Value | $3.46B | $112.19B |
Dividend Yield | — | 0.09% |
Signals from Pluang's Aura AI — not financial advice
TransMedics Group (TMDX) trades at $88.27, down 1.9% on the day, with a bullish technical signal from moving averages but mixed earnings results. The company reported strong revenue growth to $605.49M in 2025, with a net income margin of 22.69%, though profitability is expected to moderate in 2026. Recent news highlights ongoing legal investigations into fiduciary duties alongside positive coverage of growth initiatives in kidney transplantation and European expansion.
The stock presents a growth opportunity with analyst consensus pointing to a $99.57 price target, but risks include margin pressure from heavy investments and legal uncertainties. Earnings misses in recent quarters and a projected decline in net income for 2026 warrant caution, though institutional interest remains with a bullish rating from 69% of analysts.
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
TransMedics is a pioneering medical technology company that is disrupting the organ transplant market with its Organ Care System (OCS™). By replacing traditional cold storage with portable warm perfusion, the OCS maintains donor organs in a near-physiologic state, allowing for continuous assessment and optimization. Through its National OCS Program (NOP™), TransMedics provides an end-to-end clinical and logistics solution, including a dedicated aviation fleet, to maximize the utilization of donor organs and improve patient outcomes.
Read more on TMDX →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 →