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U.S.-listed market research with live data and structured thesis notes.

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Use up to 4 U.S.-listed names from this dashboard to compare valuation, growth, cash flow, balance-sheet strength, and the curated investment case in one place.

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Compute Stack AI Platforms Power Buildout Robotics
VRT Power, Analog & Electrification

Vertiv

Data-center cooling + power

Detail page

Vertiv sits directly in the critical path of AI data-center cooling and power delivery.

Price $255.88
1D change -4.94%
Market cap $97.90B
Sector Industrials
ETN Power, Analog & Electrification

Eaton

Grid-to-rack power equipment

Detail page

AI data centers need more switchgear, power distribution, and electrical infrastructure, which plays directly into Eaton's strengths.

Price $356.80
1D change -0.95%
Market cap $138.58B
Sector Industrials
MPWR Power, Analog & Electrification

Monolithic Power Systems

AI server power management

Detail page

MPS is one of the purest public plays on power management inside AI servers and accelerators.

Price $1.1K
1D change -2.18%
Market cap $52.50B
Sector Technology
TXN Power, Analog & Electrification

Texas Instruments

Analog / power bottleneck

Detail page

AI racks need far more power conversion, monitoring, and analog control than traditional systems.

Price $187.19
1D change -0.58%
Market cap $170.43B
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

Metric VRT ETN MPWR TXN
Price $255.88 $356.80 $1.1K $187.19
1D Change -4.94% -0.95% -2.18% -0.58%
Market Cap $97.90B $138.58B $52.50B $170.43B
Enterprise Value $99.28B $148.33B $51.27B $179.78B
Trailing P/E 75.3 34.1 83.3 34.3
Forward P/E 32.0 22.8 41.4 23.7
Price / Sales 9.6 5.0 18.8 9.6
EV / Revenue 9.7 5.4 18.4 10.2
Revenue Growth 22.7% 13.1% 20.8% 10.4%
Earnings Growth 199.5% 18.9% -86.2% -3.2%
Gross Margin 36.3% 37.8% 55.2% 57.0%
Operating Margin 21.2% 20.0% 26.6% 34.0%
Net Margin 13.0% 14.9% 22.3% 28.3%
ROE 41.8% 21.5% 19.2% 30.1%
Free Cash Flow $1.43B $2.60B $408.8M $-300.6M
FCF Margin 14.0% 9.5% 14.6% -1.7%
Debt / Equity 0.82x 0.55x 0.68x 0.91x
Current Ratio 1.55x 1.32x 5.91x 4.35x
Dividend Yield 10.00% 123.00% 75.00% 303.00%
Next Earnings Apr 29, 2026 Apr 30, 2026 Apr 30, 2026 Apr 28, 2026
Quarterly Revenue $2.88B $7.05B $751.2M $4.42B
Revenue QoQ +7.6% +1.0% +1.9% -6.7%
Quarterly Net Income $445.6M $1.13B $175.7M $1.16B
Net Income QoQ +11.8% +12.1% -1.4% -14.7%

VRT thesis lens

Data-center cooling + power

Why it could benefit

  • Vertiv sits directly in the critical path of AI data-center cooling and power delivery.
  • As rack densities rise, thermal management becomes as important as the chips themselves.
  • The company can benefit whether the bottleneck is cooling, backup power, or rack-level electrical design.

Moat / edge

  • Specialized data-center thermal and power know-how.
  • Installed base and service relationships.
  • Positioning in a fast-growing but technically demanding niche.

What to watch

  • Backlog quality and conversion.
  • Margins as the product mix shifts toward higher-density AI infrastructure.
  • Speed of liquid-cooling adoption.

Key risks

  • The stock can be sensitive to order timing and expectations.
  • Execution matters when demand ramps quickly.

ETN thesis lens

Grid-to-rack power equipment

Why it could benefit

  • AI data centers need more switchgear, power distribution, and electrical infrastructure, which plays directly into Eaton's strengths.
  • It benefits from AI even if the winning compute vendor changes.
  • This is one of the cleaner ways to own the physical buildout side of the boom.

Moat / edge

  • Longstanding position in electrical equipment and distribution.
  • Trusted supplier relationships in critical infrastructure.
  • Breadth across the power chain.

What to watch

  • Data-center order growth and backlog.
  • Margin durability as demand stays hot.
  • How much AI spending flows into low-voltage and medium-voltage equipment.

Key risks

  • A project-driven business can be influenced by timing and mix.
  • Any pause in data-center construction can slow growth.

MPWR thesis lens

AI server power management

Why it could benefit

  • MPS is one of the purest public plays on power management inside AI servers and accelerators.
  • As rack density rises, efficient power delivery becomes more valuable.
  • The company can win share if its solutions improve efficiency, thermals, and system performance.

Moat / edge

  • Focused power-management engineering expertise.
  • High-value design wins in performance-sensitive systems.
  • Good reputation for solving difficult customer power problems.

What to watch

  • Enterprise Data segment growth and customer concentration.
  • Margin resilience while scaling with AI demand.
  • New platform wins in high-end systems.

Key risks

  • Exposure can be concentrated if a few large AI customers dominate.
  • Competition from larger analog vendors is real.

TXN thesis lens

Analog / power bottleneck

Why it could benefit

  • AI racks need far more power conversion, monitoring, and analog control than traditional systems.
  • Texas Instruments also has a strategic mature-node and 300mm manufacturing advantage.
  • It is the cleanest large-cap way to play the analog side of AI infrastructure without needing one exact winner.

Moat / edge

  • Huge catalog breadth and long customer relationships.
  • Internal manufacturing scale lowers cost and improves supply control.
  • Analog design wins can last for years once qualified.

What to watch

  • Industrial and data-center demand recovery.
  • Gross-margin and utilization trends as capacity scales.
  • Progress on internal 300mm manufacturing transition.

Key risks

  • Analog is still cyclical, especially in industrial and auto markets.
  • A broad slowdown can offset AI-specific wins for a while.