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Applied Digital (APLD) Competitors

Applied Digital logo
$42.70 +1.23 (+2.97%)
Closing price 04:00 PM Eastern
Extended Trading
$42.96 +0.26 (+0.61%)
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 better investment? We will contrast the two businesses based on the strength of their dividends, profitability, risk, earnings, analyst recommendations, institutional ownership, valuation and media sentiment.

Applied Digital presently has a consensus price target of $67.67, indicating a potential upside of 58.47%. CoreWeave has a consensus price target of $131.52, indicating a potential upside of 30.80%. Given Applied Digital's stronger consensus rating and higher probable upside, research analysts plainly 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.

In the previous week, Applied Digital had 8 more articles in the media than CoreWeave. MarketBeat recorded 61 mentions for Applied Digital and 53 mentions for CoreWeave. Applied Digital's average media sentiment score of 0.62 beat CoreWeave's score of 0.47 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
30 Very Positive mention(s)
6 Positive mention(s)
17 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive
CoreWeave
29 Very Positive mention(s)
2 Positive mention(s)
10 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Neutral

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$144.19M84.63-$231.07M-$0.74N/A
CoreWeave$5.13B8.77-$1.17B-$3.11N/A

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 large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

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%

Summary

Applied Digital beats CoreWeave on 11 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 superior business? We will contrast the two companies based on the strength of their risk, media sentiment, dividends, profitability, analyst recommendations, valuation, institutional ownership and earnings.

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.

In the previous week, NVIDIA had 360 more articles in the media than Applied Digital. MarketBeat recorded 421 mentions for NVIDIA and 61 mentions for Applied Digital. NVIDIA's average media sentiment score of 0.80 beat Applied Digital's score of 0.62 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
30 Very Positive mention(s)
6 Positive mention(s)
17 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive
NVIDIA
239 Very Positive mention(s)
59 Positive mention(s)
66 Neutral mention(s)
43 Negative mention(s)
10 Very Negative mention(s)
Positive

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 endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Applied Digital presently has a consensus price target of $67.67, indicating a potential upside of 58.47%. NVIDIA has a consensus price target of $305.67, indicating a potential upside of 48.97%. Given Applied Digital's higher probable upside, 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

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%

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$144.19M84.63-$231.07M-$0.74N/A
NVIDIA$215.94B23.00$120.07B$6.5331.42

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 better investment? We will contrast the two companies based on the strength of their valuation, media sentiment, analyst recommendations, institutional ownership, risk, dividends, earnings and profitability.

Applied Digital presently has a consensus price target of $67.67, suggesting a potential upside of 58.47%. Waste Connections has a consensus price target of $202.84, suggesting a potential upside of 30.13%. Given Applied Digital's higher probable upside, equities 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%

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

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

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$144.19M84.63-$231.07M-$0.74N/A
Waste Connections$9.47B4.18$1.08B$4.1038.02

In the previous week, Applied Digital had 35 more articles in the media than Waste Connections. MarketBeat recorded 61 mentions for Applied Digital and 26 mentions for Waste Connections. Waste Connections' average media sentiment score of 0.79 beat Applied Digital's score of 0.62 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
30 Very Positive mention(s)
6 Positive mention(s)
17 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive
Waste Connections
18 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

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 contrast the two businesses based on the strength of their dividends, media sentiment, earnings, institutional ownership, analyst recommendations, risk, valuation and profitability.

PayPal currently has a consensus price target of $55.85, indicating a potential upside of 34.48%. Applied Digital has a consensus price target of $67.67, indicating a potential upside of 58.47%. 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

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 large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

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

In the previous week, Applied Digital had 19 more articles in the media than PayPal. MarketBeat recorded 61 mentions for Applied Digital and 42 mentions for PayPal. PayPal's average media sentiment score of 1.12 beat Applied Digital's score of 0.62 indicating that PayPal is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
PayPal
30 Very Positive mention(s)
3 Positive mention(s)
3 Neutral mention(s)
5 Negative mention(s)
0 Very Negative mention(s)
Positive
Applied Digital
30 Very Positive mention(s)
6 Positive mention(s)
17 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive

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$33.17B1.10$5.23B$5.337.79
Applied Digital$144.19M84.63-$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%

Summary

PayPal beats Applied Digital on 9 of the 17 factors compared between the two stocks.

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

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

In the previous week, Applied Digital had 61 more articles in the media than Sunbelt Rentals Holdings, Inc. Common Stock. MarketBeat recorded 61 mentions for Applied Digital and 0 mentions for Sunbelt Rentals Holdings, Inc. Common Stock. Applied Digital's average media sentiment score of 0.62 beat Sunbelt Rentals Holdings, Inc. Common Stock's score of 0.00 indicating that Applied Digital is being referred to more favorably in the media.

Company Overall Sentiment
Applied Digital Positive
Sunbelt Rentals Holdings, Inc. Common Stock Neutral

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Applied Digital$144.19M84.63-$231.07M-$0.74N/A
Sunbelt Rentals Holdings, Inc. Common Stock$10.93B3.12N/AN/AN/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
Applied Digital-52.84% -15.91% -4.62%
Sunbelt Rentals Holdings, Inc. Common Stock N/A N/A N/A

Applied Digital currently has a consensus price target of $67.67, indicating a potential upside of 58.47%. Sunbelt Rentals Holdings, Inc. Common Stock has a consensus price target of $77.17, indicating a potential downside of 6.48%. Given Applied Digital's stronger consensus rating and higher probable upside, equities 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
Applied Digital
2 Sell rating(s)
0 Hold rating(s)
11 Buy rating(s)
3 Strong Buy rating(s)
2.94
Sunbelt Rentals Holdings, Inc. Common Stock
3 Sell rating(s)
2 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.42

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

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

Export
MetricApplied DigitalFIN IndustryFinance SectorNASDAQ Exchange
Market Cap$11.85B$6.92B$13.70B$12.02B
Dividend YieldN/A5.93%5.78%5.61%
P/E Ratio-57.7017.4220.1524.43
Price / Sales84.6311.65140.31109.73
Price / CashN/A56.6219.5755.64
Price / Book19.323.422.246.79
Net Income-$231.07M$300.94M$1.14B$337.66M
7 Day Performance7.77%1.86%1.40%2.08%
1 Month Performance-2.80%-2.82%1.50%3.16%
1 Year Performance241.33%9.98%11.50%27.78%

Applied Digital Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
APLD
Applied Digital
4.076 of 5 stars		$42.70
+3.0%		$67.67
+58.5%		+244.1%$11.85B$144.19MN/A121
CRWV
CoreWeave
3.3534 of 5 stars		$108.03
-2.6%		$131.52
+21.7%		-36.0%$49.65B$6.23BN/A2,189
NVDA
NVIDIA
4.9927 of 5 stars		$218.66
+1.8%		$305.38
+39.7%		+43.4%$5.20T$215.94B33.4942,000
WCN
Waste Connections
4.8721 of 5 stars		$154.06
+2.1%		$203.35
+32.0%		-17.8%$38.28B$9.47B37.5824,214
PYPL
PayPal
4.843 of 5 stars		$42.75
+0.3%		$55.85
+30.6%		-44.7%$37.59B$33.17B8.0223,800

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This page (NASDAQ:APLD) was last updated on 6/12/2026 by MarketBeat.com Staff.
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