Applied Digital Corporation vs BHP Billiton Limited — how do they compare? Applied Digital Corporation trades at $30.77 (market cap $8.37B), while BHP Billiton Limited trades at $90.33 (market cap $227.94B). The key difference: BHP Billiton Limited is far larger — about 27.2× Applied Digital Corporation's market cap, and BHP Billiton Limited pays a 2.94% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | BHP | |
|---|---|---|
Market Cap | $8.37B | $227.94B |
Sector | Technology | Basic Materials |
52-Week High | $49.65 | $93.15 |
52-Week Low | $13.89 | $52.14 |
Enterprise Value | $11.87B | $242.14B |
Dividend Yield | — | 2.94% |
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.
BHP trades at $90.41, up 2.86% today, with a bullish technical signal from moving averages and strong support at $88-89. The company maintains solid profitability with 18.97% net income margin and 20.13% ROE, though recent earnings showed a Q4 2025 miss. Current labor strikes at Port Hedland operations pose near-term operational risks while copper production declines in Chile.
BHP presents a mixed outlook with strong fundamentals offset by operational challenges. The stock's valuation appears reasonable with P/E of 22.46 and EV/EBITDA of 8.24, but analyst consensus leans cautious with 64.5% hold ratings. Key opportunities include AI-driven copper demand growth, while risks center on labor disputes and production 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 →