Vertiv Holdings Co vs Advanced Drainage Systems Inc — how do they compare? Vertiv Holdings Co trades at $282.5 (market cap $103.99B), while Advanced Drainage Systems Inc trades at $143.7 (market cap $10.68B). The key difference: Vertiv Holdings Co is far larger — about 9.7× Advanced Drainage Systems Inc's market cap, and Advanced Drainage Systems Inc pays the higher dividend (0.56%). Which is the better fit depends on your goals.
| VRT | WMS | |
|---|---|---|
Market Cap | $103.99B | $10.68B |
Sector | Technology | Industrials |
52-Week High | $376.23 | $175.38 |
52-Week Low | $121.82 | $129.50 |
Enterprise Value | $104.21B | $12.29B |
Dividend Yield | 0.09% | 0.56% |
Signals from Pluang's Aura AI — not financial advice
VRT trades at $272.40, down 1.01% on the day, with a bearish technical signal driven by moving averages and RSI levels near overbought territory. The company reported strong Q2 2026 earnings, beating estimates with EPS of $1.52 versus $1.43 expected, and revenue growth is supported by AI data center demand. Recent news highlights its role in AI infrastructure, though legal investigations pose a sentiment risk.
Outlook remains positive with a consensus price target of $386.58, reflecting 42% upside, driven by robust fundamentals and AI tailwinds. Risks include high valuation multiples, competitive pressures, and ongoing legal scrutiny. Investors should weigh growth potential against elevated P/E and market volatility.
Advanced Drainage Systems (WMS) trades at $143.95, down 3.03% on the day, with a neutral technical signal. The company reported strong Q2 2026 earnings of $2.49 per share, beating estimates, and maintains solid profitability with a 14% net income margin and 24.9% ROE. Recent news highlights Q1 fiscal 2027 sales growth of 21% and consistent dividend payments, though cash flow turned negative in 2025 due to increased investing activity.
The outlook is mixed; analyst consensus is a Buy with a $185.86 price target, but near-term risks include volatile cash flows and high valuation multiples. Upside potential hinges on execution of growth initiatives and infrastructure demand, while margin pressure and economic sensitivity pose challenges.
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 →Advanced Drainage Systems Inc is engaged in designing, manufacturing, and marketing thermoplastic corrugated pipe and related water management products in North and South America, and Europe. The company's operating segment includes Pipe
Read more on WMS →