Applied Digital Corporation vs Bank of Montreal — how do they compare? Applied Digital Corporation trades at $30.57 (market cap $8.37B), while Bank of Montreal trades at $181.45 (market cap $127.25B). The key difference: Bank of Montreal is far larger — about 15.2× Applied Digital Corporation's market cap, and Bank of Montreal pays a 2.68% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | BMO | |
|---|---|---|
Market Cap | $8.37B | $127.25B |
Sector | Technology | Financials |
52-Week High | $49.65 | $183.65 |
52-Week Low | $13.89 | $112.54 |
Enterprise Value | $11.87B | — |
Dividend Yield | — | 2.68% |
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.
BMO trades at $181.55, up 0.4% with a bullish technical signal. The company has consistently beaten earnings estimates for three consecutive quarters, with Q2 2026 EPS expected at $2.66. Recent strategic moves include the $1.44 billion sale of Moneris and the acquisition of Euroz Hartleys' Australian capital markets business, strengthening its global metals and mining franchise. The stock shows strong fundamental performance with 25.92% net income margin and 11.05% ROE.
BMO presents a balanced investment case with solid earnings momentum and strategic expansion, though trading near resistance at $182. Key opportunities include consistent dividend payments and global banking recognition, while risks involve interest rate sensitivity and competitive pressures in the North American banking sector.
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 →Bank of Montreal is a diversified financial-services provider based in North America, operating four business segments: Canadian personal and commercial banking, U.S. P&C banking, wealth management, and capital markets. The bank's operations are primarily in Canada, with a material portion also in the U.S.
Read more on BMO →