Applied Digital (APLD) Competitors

Applied Digital logo
$41.89 -3.38 (-7.47%)
Closing price 03:59 PM Eastern
Extended Trading
$43.48 +1.59 (+3.78%)
As of 07:59 PM Eastern
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APLD vs. CRWV, NVDA, WCN, PYPL, and SUNB

Should you buy Applied Digital stock or one of its competitors? MarketBeat compares Applied Digital with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Applied Digital include CoreWeave (CRWV), NVIDIA (NVDA), Waste Connections (WCN), PayPal (PYPL), and Sunbelt Rentals Holdings, Inc. Common Stock (SUNB).

How does Applied Digital compare to CoreWeave?

Applied Digital (NASDAQ:APLD) and CoreWeave (NASDAQ:CRWV) are related large-cap companies, but which is the superior stock? We will contrast the two companies based on the strength of their earnings, risk, analyst recommendations, dividends, valuation, profitability, media sentiment and institutional ownership.

65.7% of Applied Digital shares are held by institutional investors. 9.5% of Applied Digital shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Applied Digital presently has a consensus price target of $70.56, indicating a potential upside of 68.43%. CoreWeave has a consensus price target of $131.52, indicating a potential upside of 30.38%. Given Applied Digital's stronger consensus rating and higher probable upside, equities research analysts clearly believe Applied Digital is more favorable than CoreWeave.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Applied Digital
2 Sell rating(s)
0 Hold rating(s)
11 Buy rating(s)
3 Strong Buy rating(s)
2.94
CoreWeave
2 Sell rating(s)
12 Hold rating(s)
20 Buy rating(s)
0 Strong Buy rating(s)
2.53

Applied Digital has a beta of 5.69, suggesting that its share price is 469% more volatile than the broader market. Comparatively, CoreWeave has a beta of 7.14, suggesting that its share price is 614% more volatile than the broader market.

Applied Digital has higher earnings, but lower revenue than CoreWeave. Applied Digital is trading at a lower price-to-earnings ratio than CoreWeave, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Applied Digital$144.19M83.02-$231.07M-$0.74N/A
CoreWeave$5.13B8.80-$1.17B-$3.11N/A

CoreWeave has a net margin of -25.57% compared to Applied Digital's net margin of -52.84%. Applied Digital's return on equity of -15.91% beat CoreWeave's return on equity.

Company Net Margins Return on Equity Return on Assets
Applied Digital-52.84% -15.91% -4.62%
CoreWeave -25.57%-43.07%-3.84%

In the previous week, CoreWeave had 32 more articles in the media than Applied Digital. MarketBeat recorded 51 mentions for CoreWeave and 19 mentions for Applied Digital. Applied Digital's average media sentiment score of 0.78 beat CoreWeave's score of 0.51 indicating that Applied Digital is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Applied Digital
11 Very Positive mention(s)
2 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
CoreWeave
27 Very Positive mention(s)
4 Positive mention(s)
7 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Applied Digital beats CoreWeave on 10 of the 17 factors compared between the two stocks.

How does Applied Digital compare to NVIDIA?

Applied Digital (NASDAQ:APLD) and NVIDIA (NASDAQ:NVDA) are related large-cap companies, but which is the better investment? We will compare the two businesses based on the strength of their media sentiment, institutional ownership, profitability, analyst recommendations, dividends, valuation, earnings and risk.

65.7% of Applied Digital shares are owned by institutional investors. Comparatively, 65.3% of NVIDIA shares are owned by institutional investors. 9.5% of Applied Digital shares are owned by insiders. Comparatively, 3.9% of NVIDIA shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

NVIDIA has a net margin of 62.97% compared to Applied Digital's net margin of -52.84%. NVIDIA's return on equity of 96.94% beat Applied Digital's return on equity.

Company Net Margins Return on Equity Return on Assets
Applied Digital-52.84% -15.91% -4.62%
NVIDIA 62.97%96.94%72.16%

Applied Digital presently has a consensus target price of $70.56, indicating a potential upside of 68.43%. NVIDIA has a consensus target price of $305.67, indicating a potential upside of 54.12%. Given Applied Digital's higher possible upside, equities research analysts plainly believe Applied Digital is more favorable than NVIDIA.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Applied Digital
2 Sell rating(s)
0 Hold rating(s)
11 Buy rating(s)
3 Strong Buy rating(s)
2.94
NVIDIA
0 Sell rating(s)
3 Hold rating(s)
48 Buy rating(s)
3 Strong Buy rating(s)
3.00

In the previous week, NVIDIA had 318 more articles in the media than Applied Digital. MarketBeat recorded 337 mentions for NVIDIA and 19 mentions for Applied Digital. NVIDIA's average media sentiment score of 1.00 beat Applied Digital's score of 0.78 indicating that NVIDIA is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Applied Digital
11 Very Positive mention(s)
2 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
NVIDIA
235 Very Positive mention(s)
31 Positive mention(s)
42 Neutral mention(s)
22 Negative mention(s)
6 Very Negative mention(s)
Positive

Applied Digital has a beta of 5.69, meaning that its stock price is 469% more volatile than the broader market. Comparatively, NVIDIA has a beta of 2.22, meaning that its stock price is 122% more volatile than the broader market.

NVIDIA has higher revenue and earnings than Applied Digital. Applied Digital is trading at a lower price-to-earnings ratio than NVIDIA, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Applied Digital$144.19M83.02-$231.07M-$0.74N/A
NVIDIA$215.94B22.23$120.07B$6.5330.37

Summary

NVIDIA beats Applied Digital on 11 of the 16 factors compared between the two stocks.

How does Applied Digital compare to Waste Connections?

Applied Digital (NASDAQ:APLD) and Waste Connections (NYSE:WCN) are both large-cap business services companies, but which is the superior business? We will compare the two businesses based on the strength of their valuation, profitability, earnings, dividends, institutional ownership, media sentiment, analyst recommendations and risk.

In the previous week, Applied Digital had 12 more articles in the media than Waste Connections. MarketBeat recorded 19 mentions for Applied Digital and 7 mentions for Waste Connections. Waste Connections' average media sentiment score of 0.81 beat Applied Digital's score of 0.78 indicating that Waste Connections is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Applied Digital
11 Very Positive mention(s)
2 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Waste Connections
4 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Applied Digital has a beta of 5.69, meaning that its share price is 469% more volatile than the broader market. Comparatively, Waste Connections has a beta of 0.51, meaning that its share price is 49% less volatile than the broader market.

Waste Connections has higher revenue and earnings than Applied Digital. Applied Digital is trading at a lower price-to-earnings ratio than Waste Connections, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Applied Digital$144.19M83.02-$231.07M-$0.74N/A
Waste Connections$9.47B4.46$1.08B$4.1040.58

Applied Digital presently has a consensus price target of $70.56, suggesting a potential upside of 68.43%. Waste Connections has a consensus price target of $202.84, suggesting a potential upside of 21.93%. Given Applied Digital's higher possible upside, analysts plainly believe Applied Digital is more favorable than Waste Connections.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Applied Digital
2 Sell rating(s)
0 Hold rating(s)
11 Buy rating(s)
3 Strong Buy rating(s)
2.94
Waste Connections
0 Sell rating(s)
4 Hold rating(s)
14 Buy rating(s)
3 Strong Buy rating(s)
2.95

Waste Connections has a net margin of 10.97% compared to Applied Digital's net margin of -52.84%. Waste Connections' return on equity of 16.49% beat Applied Digital's return on equity.

Company Net Margins Return on Equity Return on Assets
Applied Digital-52.84% -15.91% -4.62%
Waste Connections 10.97%16.49%6.45%

65.7% of Applied Digital shares are owned by institutional investors. Comparatively, 86.1% of Waste Connections shares are owned by institutional investors. 9.5% of Applied Digital shares are owned by insiders. Comparatively, 0.3% of Waste Connections shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Summary

Waste Connections beats Applied Digital on 11 of the 16 factors compared between the two stocks.

How does Applied Digital compare to PayPal?

PayPal (NASDAQ:PYPL) and Applied Digital (NASDAQ:APLD) are both large-cap business services companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, risk, media sentiment, analyst recommendations, institutional ownership, dividends, valuation and profitability.

68.3% of PayPal shares are held by institutional investors. Comparatively, 65.7% of Applied Digital shares are held by institutional investors. 0.6% of PayPal shares are held by company insiders. Comparatively, 9.5% of Applied Digital shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

PayPal currently has a consensus price target of $55.85, suggesting a potential upside of 31.51%. Applied Digital has a consensus price target of $70.56, suggesting a potential upside of 68.43%. Given Applied Digital's stronger consensus rating and higher possible upside, analysts plainly believe Applied Digital is more favorable than PayPal.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
PayPal
5 Sell rating(s)
32 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.07
Applied Digital
2 Sell rating(s)
0 Hold rating(s)
11 Buy rating(s)
3 Strong Buy rating(s)
2.94

PayPal has higher revenue and earnings than Applied Digital. Applied Digital is trading at a lower price-to-earnings ratio than PayPal, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
PayPal$33.17B1.13$5.23B$5.337.97
Applied Digital$144.19M83.02-$231.07M-$0.74N/A

PayPal has a net margin of 15.00% compared to Applied Digital's net margin of -52.84%. PayPal's return on equity of 25.02% beat Applied Digital's return on equity.

Company Net Margins Return on Equity Return on Assets
PayPal15.00% 25.02% 6.30%
Applied Digital -52.84%-15.91%-4.62%

In the previous week, PayPal had 21 more articles in the media than Applied Digital. MarketBeat recorded 40 mentions for PayPal and 19 mentions for Applied Digital. PayPal's average media sentiment score of 0.91 beat Applied Digital's score of 0.78 indicating that PayPal is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
PayPal
26 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
4 Negative mention(s)
2 Very Negative mention(s)
Positive
Applied Digital
11 Very Positive mention(s)
2 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

PayPal has a beta of 1.34, indicating that its stock price is 34% more volatile than the broader market. Comparatively, Applied Digital has a beta of 5.69, indicating that its stock price is 469% more volatile than the broader market.

Summary

PayPal beats Applied Digital on 10 of the 17 factors compared between the two stocks.

How does Applied Digital compare to Sunbelt Rentals Holdings, Inc. Common Stock?

Sunbelt Rentals Holdings, Inc. Common Stock (NYSE:SUNB) and Applied Digital (NASDAQ:APLD) are both large-cap business services companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, analyst recommendations, media sentiment, earnings, institutional ownership, dividends, valuation and risk.

Sunbelt Rentals Holdings, Inc. Common Stock presently has a consensus target price of $81.25, indicating a potential upside of 11.11%. Applied Digital has a consensus target price of $70.56, indicating a potential upside of 68.43%. Given Applied Digital's stronger consensus rating and higher probable upside, analysts plainly believe Applied Digital is more favorable than Sunbelt Rentals Holdings, Inc. Common Stock.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Sunbelt Rentals Holdings, Inc. Common Stock
2 Sell rating(s)
3 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.42
Applied Digital
2 Sell rating(s)
0 Hold rating(s)
11 Buy rating(s)
3 Strong Buy rating(s)
2.94

65.7% of Applied Digital shares are owned by institutional investors. 9.5% of Applied Digital shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Sunbelt Rentals Holdings, Inc. Common Stock has higher revenue and earnings than Applied Digital.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Sunbelt Rentals Holdings, Inc. Common Stock$10.93B2.77N/AN/AN/A
Applied Digital$144.19M83.02-$231.07M-$0.74N/A

Sunbelt Rentals Holdings, Inc. Common Stock has a net margin of 0.00% compared to Applied Digital's net margin of -52.84%. Sunbelt Rentals Holdings, Inc. Common Stock's return on equity of 0.00% beat Applied Digital's return on equity.

Company Net Margins Return on Equity Return on Assets
Sunbelt Rentals Holdings, Inc. Common StockN/A N/A N/A
Applied Digital -52.84%-15.91%-4.62%

In the previous week, Applied Digital had 10 more articles in the media than Sunbelt Rentals Holdings, Inc. Common Stock. MarketBeat recorded 19 mentions for Applied Digital and 9 mentions for Sunbelt Rentals Holdings, Inc. Common Stock. Applied Digital's average media sentiment score of 0.78 beat Sunbelt Rentals Holdings, Inc. Common Stock's score of 0.50 indicating that Applied Digital is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Sunbelt Rentals Holdings, Inc. Common Stock
1 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Applied Digital
11 Very Positive mention(s)
2 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Applied Digital beats Sunbelt Rentals Holdings, Inc. Common Stock on 9 of the 13 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding APLD and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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APLD vs. The Competition

MetricApplied DigitalFIN IndustryFinance SectorNASDAQ Exchange
Market Cap$12.94B$7.17B$13.95B$12.32B
Dividend YieldN/A5.04%5.73%5.88%
P/E Ratio-56.6149.1621.4922.01
Price / Sales83.0211.10139.51107.90
Price / CashN/A53.9219.4853.76
Price / Book18.953.382.246.41
Net Income-$231.07M$305.88M$1.14B$337.14M
7 Day Performance-8.08%-2.39%0.53%-0.48%
1 Month Performance-8.68%-1.81%1.11%0.49%
1 Year Performance305.91%8.72%15.03%28.16%

Applied Digital Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
APLD
Applied Digital
4.1612 of 5 stars
$41.89
-7.5%
$70.56
+68.4%
+358.7%$12.94B$144.19MN/A121
CRWV
CoreWeave
3.4398 of 5 stars
$95.74
+0.1%
$131.52
+37.4%
-39.0%$42.79B$5.13BN/A2,189
NVDA
NVIDIA
4.9972 of 5 stars
$204.87
+2.2%
$305.67
+49.2%
+38.7%$4.85T$215.94B31.3742,000
WCN
Waste Connections
4.7821 of 5 stars
$155.63
-2.1%
$202.84
+30.3%
-14.9%$40.35B$9.47B37.9624,214
PYPL
PayPal
4.7369 of 5 stars
$41.24
+1.3%
$55.85
+35.4%
-42.1%$35.90B$33.17B7.7423,800

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This page (NASDAQ:APLD) was last updated on 6/24/2026 by MarketBeat.com Staff.
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