VRT vs ETN: Vertiv Holdings and Eaton as AI Stocks
Vertiv Holdings (VRT) and Eaton (ETN) are both tracked in the Supercycle AI universe. ETN is the larger company at $170.41B versus $35.20B, and VRT carries the higher AI Exposure Score (85 vs 50, Core tier), meaning its business depends more directly on AI demand.
Market data as of the close on . Prices are end of day, not live.
Side by side
| Metric | VRT | ETN |
|---|---|---|
| Price | $248.78 | $438.76 |
| Market cap | $35.20B | $170.41B |
| 24h change | -0.83% | +0.76% |
| 7d change | +6.04% | +11.81% |
| 1y change | +75.85% | +19.19% |
| P/E ratio | 52.8 | 44.7 |
| AI Exposure Score | 85 (Core) | 50 (Strategic) |
| Sector | Technology | Industrials |
| Buildout layers | Data Centers & HardwareCooling & Thermal | Utilities & GridData Centers & Hardware |
VRT's role in the buildout
Vertiv sits in the Data Centers & Hardware layer as one of the most direct picks-and-shovels plays on the AI buildout. Every AI data center needs power distribution and cooling, and Vertiv sells both, including the liquid cooling that dense AI racks increasingly require. Its order growth and investment case now hinge on hyperscaler and colocation AI capital spending, which earns it a Supercycle AI Exposure Score of 85 out of 100.
ETN's role in the buildout
Eaton spans the Utilities & Grid and Data Centers & Hardware layers of the buildout. Its switchgear, UPS systems, and power distribution equipment are installed in nearly every hyperscale data center, making it a core supplier of the electrical infrastructure AI depends on. Data centers are its fastest-growing vertical and the heart of its growth story, while large industrial, aerospace, and vehicle businesses remain. Supercycle scores it 50 out of 100.
Both stocks sit in Data Centers & Hardware, so they compete for the same slice of AI spending.
Frequently asked questions
Is VRT or ETN the bigger company?
Eaton is bigger: $170.41B versus $35.20B by market cap, as of the latest end-of-day data.
Which has more AI exposure, VRT or ETN?
Vertiv Holdings does: its AI Exposure Score is 85 (Core tier) versus 50 (Strategic). The score measures how much of the business depends on AI, not which stock is the better investment.
Build your own comparison of any tracked stocks with the compare tool, or see how the layers fit together in the Start Here guide. Nothing here is investment advice; see the disclaimer.