IBM vs Vertiv
IBM is larger by market cap ($224.6B vs $108.5B). IBM reports higher tracked revenue ($67.5B vs $10.2B). IBM's primary segment is Hyperscalers; Vertiv's is Power & Cooling.
Shared segment: AI & Data Center.
Side-by-side
| IBM | Vertiv | |
|---|---|---|
| Market cap | $224.6B | $108.5B |
| Revenue | $67.5B (FY2025) | $10.2B (FY2025) |
| Primary segment | Hyperscalers | Power & Cooling |
| Market position | major | leader |
| Country | United States | United States |
| Tracked suppliers | 6 | 0 |
| Tracked customers | 1 | 46 |
| Chokepoint / criticality | 68/100 | 91/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How IBM and Vertiv compare
- Size: IBM is the larger company by market cap.
- Revenue: IBM reports higher tracked revenue.
- Supply-chain criticality: Vertiv has the higher chokepoint score (91/100 vs 68/100).
- Footprint: IBM (United States) vs Vertiv (United States).