Sectors

AI Infrastructure stocks

Peer comparison of the 8 AI Infrastructure stocks tracked by R40, ordered by market cap.

Above 40
3 of 8
Median R40
33
Median revenue growth
+58.8%
Median FCF margin
-37.6%
Top score
DELL 95 FY2027 Q1
Lowest score
IREN -884 2026 Q1

Growth and margin medians cover the 6 of 8 members with reported history.

Ordered by market cap, largest first — not by Rule of 40 score.

Company R40 Market cap Price Revenue growth FCF margin P/E
Space Exploration Technologies Corp. SPCX Space Exploration Technologies Corp. R400 $1.42T $108.37 - - -
Oracle Corporation ORCL Oracle Corporation R40112026 Q4 $379.48B $129.87 +20.6% -9.8% 38.5
Dell Technologies Inc. DELL Dell Technologies Inc. R4095FY2027 Q1 $265.11B $405.37 +87.5% +7.1% 16.7
Vertiv Holdings Co VRT Vertiv Holdings Co R40552026 Q1 $94.44B $241.57 +30.2% +24.7% 88.9
Nebius Group N.V. NBIS Nebius Group N.V. R400 $53.51B $190.41 - - 80.6
CoreWeave, Inc. CRWV CoreWeave, Inc. R40-1152026 Q1 $35.73B $71.77 +111.7% -226.7% 65.8
Super Micro Computer, Inc. SMCI Super Micro Computer, Inc. R4057FY2026 Q3 $18.37B $28.40 +122.7% -65.4% 12.1
Iris Energy Limited IREN Iris Energy Limited R40-8842026 Q1 $10.97B $36.80 +0.0% -884.0% 71.4