Applied Digital Corporation vs American Water Works Company Inc — how do they compare? Applied Digital Corporation trades at $29.64 (market cap $8.37B), while American Water Works Company Inc trades at $134.52 (market cap $26.92B). The key difference: American Water Works Company Inc is far larger — about 3.2× Applied Digital Corporation's market cap, and American Water Works Company Inc pays a 2.64% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | AWK | |
|---|---|---|
Market Cap | $8.37B | $26.92B |
Sector | Technology | Utilities |
52-Week High | $49.65 | $146.20 |
52-Week Low | $13.89 | $121.13 |
Enterprise Value | $11.87B | $42.78B |
Dividend Yield | — | 2.64% |
Signals from Pluang's Aura AI — not financial advice
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.
AWK trades at $135.31, up 0.36% today, with a bullish technical signal from moving averages and neutral oscillators. The company reported Q2 2026 EPS of $1.61, beating estimates, while Q1 and Q4 2025 missed. Revenue grew to $5.14B in 2025 with a 21.35% net margin. Analyst consensus is mixed with 14 Buy, 14 Hold, and 2 Sell ratings, targeting $139.83. Recent news highlights operational excellence awards and customer base expansion through acquisitions.
Outlook remains stable with consistent dividend payments and guided EPS growth. Risks include rising debt levels and regulatory pressures. The stock offers steady income and moderate growth potential, but investors should monitor execution on earnings targets and capital expenditure efficiency.
Trailing returns across standard periods
Latest headlines on both assets
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 →American Water Works is the largest investor-owned U.S. water and wastewater utility, serving approximately 3.5 million customers in 16 states. It provides water and wastewater services to residential, commercial, and industrial customers and operates predominantly in regulated markets. The company's only nonregulated business is water services for military bases, which operates under long-term contracts.
Read more on AWK →