Research Portal

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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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
VRT Power, Cooling & Grid

Vertiv

Data-center cooling + power

Detail page

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

Price $302.87
1D change +1.68%
Market cap $116.34B
Sector Industrials
ETN Power, Cooling & Grid

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 $391.39
1D change -0.57%
Market cap $151.98B
Sector Industrials
GEV Power, Cooling & Grid

GE Vernova

Grid and power equipment

Detail page

AI data centers increase demand for grid equipment, gas turbines, electrification, and power services.

Price $940.66
1D change +3.74%
Market cap $252.77B
Sector Industrials
PWR Power, Cooling & Grid

Quanta Services

Grid construction and electrification services

Detail page

AI load growth requires transmission, substation, and grid-hardening work.

Price $707.74
1D change +3.58%
Market cap $106.20B
Sector Industrials

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.

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Metric VRT ETN GEV PWR
Price $302.87 $391.39 $940.66 $707.74
1D Change +1.68% -0.57% +3.74% +3.58%
Market Cap $116.34B $151.98B $252.77B $106.20B
Enterprise Value $117.10B $173.10B $247.90B $112.26B
Trailing P/E 75.9 38.3 27.5 96.8
Forward P/E 34.2 24.9 38.4 43.0
Price / Sales 10.7 5.3 6.4 3.5
EV / Revenue 10.8 6.1 6.3 3.7
Revenue Growth 30.1% 16.8% 16.3% 26.3%
Earnings Growth 135.7% -9.4% 1816.5% 51.0%
Gross Margin 37.2% 37.1% 20.3% 15.1%
Operating Margin 16.4% 16.1% 5.5% 4.2%
Net Margin 14.4% 14.0% 23.8% 3.7%
ROE 45.1% 20.8% 75.7% 13.5%
Free Cash Flow $1.96B $2.65B $9.32B $1.04B
FCF Margin 18.1% 9.3% 23.7% 3.4%
Debt / Equity 0.77x 1.10x 0.25x 0.69x
Current Ratio 1.49x 1.19x 0.89x 1.14x
Dividend Yield 8.00% 112.00% 21.00% 6.00%
Next Earnings Jul 29, 2026 Aug 04, 2026 Jul 22, 2026 Jul 30, 2026
Quarterly Revenue $2.65B $7.45B $9.34B $7.87B
Revenue QoQ -8.0% +5.6% -14.8% +0.4%
Quarterly Net Income $390.1M $866.0M $4.75B $220.6M
Net Income QoQ -12.5% -23.5% +29.5% -30.1%

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.

GEV thesis lens

Grid and power equipment

Why it could benefit

  • AI data centers increase demand for grid equipment, gas turbines, electrification, and power services.
  • GE Vernova gives the dashboard exposure to utility-scale power infrastructure rather than only rack equipment.
  • Grid bottlenecks can become as important as GPU availability for new data centers.

Moat / edge

  • Large installed base in power generation and grid equipment.
  • Service revenue tied to critical infrastructure.
  • Exposure to electrification and generation upgrades.

What to watch

  • Gas power and grid backlog.
  • Margin expansion after separation.
  • Data-center-related power demand.

Key risks

  • Project execution and warranty issues can hurt margins.
  • Policy and utility spending cycles can create volatility.

PWR thesis lens

Grid construction and electrification services

Why it could benefit

  • AI load growth requires transmission, substation, and grid-hardening work.
  • Quanta is a major contractor for electric power, utility, and energy infrastructure.
  • It gives the dashboard exposure to the labor and project layer behind AI power demand.

Moat / edge

  • Scale in specialty utility contracting.
  • Long relationships with utilities and infrastructure customers.
  • Backlog tied to grid modernization and electrification.

What to watch

  • Electric power backlog growth.
  • Labor availability and project execution.
  • Utility capex tied to data-center interconnection.

Key risks

  • Weather, labor, and project timing can affect results.
  • Infrastructure spending cycles may not map cleanly to AI demand.