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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 $345.32
1D change +1.59%
Market cap $132.64B
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 $401.68
1D change +0.63%
Market cap $155.97B
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 $1.6K
1D change +0.87%
Market cap $78.10B
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 $289.91
1D change +1.64%
Market cap $263.85B
Sector Technology

Shared metric table

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

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Metric VRT ETN MPWR TXN
Price $345.32 $401.68 $1.6K $289.91
1D Change +1.59% +0.63% +0.87% +1.64%
Market Cap $132.64B $155.97B $78.10B $263.85B
Enterprise Value $131.37B $176.12B $76.08B $268.54B
Trailing P/E 86.8 39.3 113.3 49.6
Forward P/E 40.1 25.9 52.7 31.5
Price / Sales 12.2 5.5 26.4 14.3
EV / Revenue 12.1 6.2 25.7 14.6
Revenue Growth 30.1% 16.8% 26.1% 18.6%
Earnings Growth 135.7% -9.4% 39.5% 31.3%
Gross Margin 37.2% 37.1% 55.2% 57.3%
Operating Margin 16.4% 16.1% 30.0% 37.8%
Net Margin 14.4% 14.0% 23.0% 29.1%
ROE 45.1% 20.8% 19.6% 32.3%
Free Cash Flow $1.96B $2.65B $491.7M $1.07B
FCF Margin 18.1% 9.3% 16.6% 5.8%
Debt / Equity 0.77x 1.10x 0.54x 0.84x
Current Ratio 1.49x 1.19x 4.79x 4.46x
Dividend Yield 7.00% 110.00% 51.00% 199.00%
Next Earnings Jul 29, 2026 Aug 04, 2026 Jul 30, 2026 Jul 28, 2026
Quarterly Revenue $2.65B $7.45B $804.2M $4.83B
Revenue QoQ -8.0% +5.6% +7.1% +9.1%
Quarterly Net Income $390.1M $866.0M $193.2M $1.54B
Net Income QoQ -12.5% -23.5% +10.0% +32.8%

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.