Applied Digital Corporation vs BHP Billiton Limited — how do they compare? Applied Digital Corporation trades at $28.79 (market cap $8.90B), while BHP Billiton Limited trades at $81.34 (market cap $204.10B). The key difference: BHP Billiton Limited is far larger — about 22.9× Applied Digital Corporation's market cap, and BHP Billiton Limited pays a 3.26% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | BHP | |
|---|---|---|
Market Cap | $8.90B | $204.10B |
Sector | Technology | Basic Materials |
52-Week High | $49.65 | $93.15 |
52-Week Low | $9.18 | $50.37 |
Enterprise Value | $10.00B | $218.31B |
Dividend Yield | — | 3.26% |
Signals from Pluang's Aura AI — not financial advice
Applied Digital (APLD) trades at $31.15, down 3.53% today, amid bearish technical signals despite unanimous analyst buy ratings. The company shows strong revenue growth with $144M in 2025 and $319M projected for 2026, but remains unprofitable with negative margins. Recent news highlights APLD's pivot to AI data centers with $36B in contracted lease value, though execution risks and customer concentration persist.
Outlook: High growth potential from AI infrastructure expansion contrasts with profitability challenges and heavy capital spending. Risks include customer concentration and debt load, but analyst consensus targets $76.67 suggest significant upside if execution improves.
BHP trades at $81.68, up 2.21% today, with a bearish technical signal from moving averages. The company reported Q4 2025 EPS of $2.24, missing the $2.41 estimate, but beat in Q2 2025. Recent news highlights a potential strike at Port Hedland threatening daily revenue and a $2.3 billion writedown at the Jansen potash project due to cost overruns. Revenue for 2024 was $55.66 billion with a net income margin of 18.97%, while the P/E ratio stands at 20.29.
The outlook is mixed; strong profitability and cash flow support value, but operational disruptions and project cost increases pose near-term risks. Analyst consensus is cautious with 64.52% hold ratings. Investors should weigh solid fundamentals against execution challenges and commodity price volatility.
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 →BHP Group Limited operates as a mining company. The Company engages in the exploration, development, production, and processing of iron ore, metallurgical coal, and copper. BHP Group serves customers worldwide.
Read more on BHP →