Allstate Corp vs Applied Digital Corporation — how do they compare? Allstate Corp trades at $263.01 (market cap $68.19B), while Applied Digital Corporation trades at $30.65 (market cap $8.37B). The key difference: Allstate Corp is far larger — about 8.1× Applied Digital Corporation's market cap, and Allstate Corp pays a 1.6% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| ALL | APLD | |
|---|---|---|
Market Cap | $68.19B | $8.37B |
Sector | Financials | Technology |
52-Week High | $275.11 | $49.65 |
52-Week Low | $190.00 | $13.89 |
Enterprise Value | $76.84B | $11.87B |
Dividend Yield | 1.6% | — |
Signals from Pluang's Aura AI — not financial advice
Allstate (ALL) trades at $267.00, down 2.95% on the day, but maintains a bullish technical signal with strong fundamental momentum. The company reported robust Q2 2026 earnings of $8.99 per share, beating estimates, and has consistently exceeded expectations in recent quarters. Revenue growth is steady, with 2025 revenue at $67.07 billion and net income margin improving to 19.19%. The stock is attractively valued with a P/E of 5.35 and offers a dividend, with recent payouts of $1.08 per share.
The outlook for ALL is positive, driven by strong underwriting performance and earnings beats, though sustainability of peak profitability is a concern. Investment opportunity lies in its low valuation and dividend yield, but risks include potential normalization of underwriting results and competitive pressures. Analyst consensus is mixed with a $266.54 price target, indicating limited near-term upside from current levels.
Applied Digital (APLD) trades at $29.22, up 1.25% with bearish technical signals despite unanimous analyst buy ratings. The company shows explosive revenue growth with Q4 2026 revenue surging 407% to $258.7M but continues posting significant losses with negative profit margins. Recent news highlights $36 billion in contracted AI infrastructure revenue and insider selling activity.
While analyst consensus targets $72.36 (147% upside), the stock faces execution risks from massive capital expenditures, negative cash flow, and challenging profitability metrics. The AI infrastructure build-out offers substantial growth potential but requires careful monitoring of financing needs and construction timelines.
Trailing returns across standard periods
Latest headlines on both assets
On the basis of premium sales, Allstate is one of the largest U.S. property and casualty insurers. Personal auto represents the largest percentage of revenue, but the company offers homeowners insurance and other insurance products. Allstate products are sold in North America primarily by about 10,000 agencies.
Read more on ALL →Applied Digital provides high-performance computing (HPC) infrastructure and cloud services. It designs and operates data centers tailored for AI, machine learning, and other intensive digital workloads across North America.
Read more on APLD →