Applied Digital Corporation vs Burlington Stores Inc — how do they compare? Applied Digital Corporation trades at $30.21 (market cap $8.90B), while Burlington Stores Inc trades at $335.5 (market cap $20.63B). The key difference: Burlington Stores Inc is far larger — about 2.3× Applied Digital Corporation's market cap, and Burlington Stores Inc is trading nearer its 52-week high, Applied Digital Corporation nearer its low. Which is the better fit depends on your goals.
| APLD | BURL | |
|---|---|---|
Market Cap | $8.90B | $20.63B |
Sector | Technology | Consumer Cyclical |
52-Week High | $49.65 | $347.82 |
52-Week Low | $9.18 | $242.43 |
Enterprise Value | $10.00B | $25.75B |
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.
Burlington Stores (BURL) trades at $327.72, up 1.95% today, with strong technical momentum and consistent earnings beats. The stock shows bullish moving averages and is near its 52-week high. Recent quarters have exceeded EPS expectations, with Q1 2026 actual EPS of $2.01 beating the $1.80 estimate. Financials reveal robust revenue growth, with 2025 revenue at $10.63B and net income of $503.64M, while analyst sentiment remains overwhelmingly positive with 94% buy ratings.
BURL's outlook is favorable, driven by margin expansion and store productivity gains, but risks include high valuation multiples and competitive retail pressures. The consensus price target of $364.40 suggests upside potential, though investors should monitor debt levels and consumer spending trends for sustained growth.
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 →Burlington is a leading off-price retailer in the US, offering branded apparel, footwear, and home goods at significant discounts. It operates hundreds of stores focused on delivering high-quality products at great value.
Read more on BURL →