Price movement over the last 24 hours
Applied Digital Corporation vs C.H. Robinson Worldwide, Inc. — how do they compare? Applied Digital Corporation trades at $30.63 (market cap $8.90B), while C.H. Robinson Worldwide, Inc. trades at $193.5 (market cap $22.81B). The key difference: C.H. Robinson Worldwide, Inc. is far larger — about 2.6× Applied Digital Corporation's market cap, and C.H. Robinson Worldwide, Inc. pays a 1.3% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | CHRW | |
|---|---|---|
Market Cap | $8.90B | $22.81B |
Sector | Technology | Industrials |
52-Week High | $49.65 | $200.59 |
52-Week Low | $9.18 | $96.82 |
Enterprise Value | $10.00B | $24.29B |
Dividend Yield | — | 1.3% |
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.
CHRW trades at $193.5, up 0.38% today, with a bullish technical signal from moving averages and a consensus analyst price target of $199.25. Recent earnings have consistently beaten expectations, with Q1 2026 EPS of $1.35 surpassing the $1.23 estimate. The company maintains strong profitability with a 34.84% ROE and recently acquired DeSpir Logistics to enhance high-value cargo capabilities, signaling strategic growth initiatives.
The outlook is positive, supported by earnings momentum and operational efficiency, but risks include a high P/E ratio of 39.17 suggesting premium valuation, exposure to freight market cyclicality, and competitive pressures in the logistics sector. Upside potential hinges on continued execution and industry recovery.
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 →C.H. Robinson is a top-tier non-asset-based third-party logistics provider with a significant focus on domestic freight brokerage (57% of 2021 net revenue), which reflects mostly truck brokerage but also rail intermodal. Additionally, the firm also operates a large air and ocean forwarding division (34%), which has grown organically and via tuck-in acquisitions. The remainder of revenue consists of the European truck-brokerage division, transportation management services, and a legacy produce-sourcing operation.
Read more on CHRW →