Applied Digital Corporation vs Caterpillar Inc — how do they compare? Applied Digital Corporation trades at $29.97 (market cap $8.90B), while Caterpillar Inc trades at $935.32 (market cap $438.67B). The key difference: Caterpillar Inc is far larger — about 49.3× Applied Digital Corporation's market cap, and Caterpillar Inc pays a 0.68% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | CAT | |
|---|---|---|
Market Cap | $8.90B | $438.67B |
Sector | Technology | Industrials |
52-Week High | $49.65 | $1.06K |
52-Week Low | $9.18 | $404.64 |
Enterprise Value | $10.00B | $477.67B |
Dividend Yield | — | 0.68% |
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.
Caterpillar (CAT) trades at $952.41, up 1.49% on the day, with strong year-to-date momentum driven by robust earnings beats and AI infrastructure demand. The stock shows a bullish moving average trend but neutral oscillators, with key resistance at $1,000. Revenue reached $67.59B in 2025, though net income dipped to $8.88B, while valuation ratios like P/E of 47.43 appear elevated. Recent news highlights CAT's exposure to data center power generation, contributing to positive investor sentiment.
Outlook remains favorable with analyst consensus pointing to a $1,010 price target and 55% buy ratings, supported by dividend growth and AI-related revenue streams. Risks include cyclical demand, high debt levels, and macroeconomic sensitivity. The stock offers growth potential but requires monitoring of margin pressures and valuation sustainability.
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 →Caterpillar Inc. designs, manufactures, and markets construction, mining, and forestry machinery. The Company also manufactures engines and other related parts for its equipment, and offers financing and insurance. Caterpillar distributes its products through a worldwide organization of dealers.
Read more on CAT →