Vertiv Holdings Co vs Vistra Corp — how do they compare? Vertiv Holdings Co trades at $269.63 (market cap $111.97B), while Vistra Corp trades at $150.08 (market cap $50.11B). The key difference: Vertiv Holdings Co is far larger — about 2.2× Vistra Corp's market cap, and Vistra Corp pays the higher dividend (0.62%). Which is the better fit depends on your goals.
| VRT | VST | |
|---|---|---|
Market Cap | $111.97B | $50.11B |
Sector | Technology | Technology |
52-Week High | $376.23 | $217.92 |
52-Week Low | $125.58 | $134.71 |
Enterprise Value | $112.19B | $72.05B |
Dividend Yield | 0.09% | 0.62% |
Signals from Pluang's Aura AI — not financial advice
VRT trades at $290.83, up 3.67% today, with a bullish technical signal and strong support at $274. The stock shows robust fundamentals, including a 15.09% net income margin and 43.94% ROE, backed by three consecutive quarterly EPS beats. Recent news highlights its strategic acquisition of UtilityInnovation Group for up to $2.6 billion to address AI data center power needs, reinforcing its position in the AI infrastructure boom.
Outlook remains positive with a consensus price target of $363.86, implying 25% upside, driven by AI-driven demand and raised guidance. Risks include high valuation (P/E of 63.47) and execution challenges from acquisitions. Institutional interest is strong, with CalSTRS increasing holdings by 33,242.5% in Q2 2026 (SEC filing, 2026-09-07).
Vistra (VST) trades at $151.72, up 1.62% on the day, with a bullish technical signal and strong analyst support. Recent earnings show volatility with a Q1 2026 beat but Q2 and Q4 2025 misses, while 2026 revenue and net income are projected to grow significantly. The company benefits from long-term power purchase agreements with tech giants, enhancing earnings visibility. Technical indicators show the stock near resistance at $151, with overbought short-term RSI but positive momentum from the ADX.
Outlook is positive driven by AI power demand and contracted revenue, but risks include earnings inconsistency and high debt. Wall Street consensus is strongly bullish with a $228.40 price target, implying substantial upside. Investment appeal hinges on execution of growth initiatives and management of power price volatility.
Trailing returns across standard periods
Latest headlines on both assets
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 →Vistra is a leading integrated retail electricity and power generation company that serves as a critical infrastructure provider for the digital economy. It operates a diversified portfolio of zero-carbon nuclear and renewable assets alongside a massive, flexible natural gas fleet, positioning it as an indispensable partner for energy-intensive AI data centers and industrial electrification.
Read more on VST →