Applied Digital Corporation vs C.H. Robinson Worldwide, Inc. — how do they compare? Applied Digital Corporation trades at $31.32 (market cap $8.37B), while C.H. Robinson Worldwide, Inc. trades at $144.86 (market cap $17.33B). The key difference: C.H. Robinson Worldwide, Inc. is far larger — about 2.1× Applied Digital Corporation's market cap, and C.H. Robinson Worldwide, Inc. pays a 1.7% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | CHRW | |
|---|---|---|
Market Cap | $8.37B | $17.33B |
Sector | Technology | Industrials |
52-Week High | $49.65 | $209.42 |
52-Week Low | $13.89 | $118.77 |
Enterprise Value | $11.87B | $19.15B |
Dividend Yield | — | 1.7% |
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.
C.H. Robinson Worldwide (CHRW) trades at $149.35, up 1.83% on the day, with a bearish technical signal from moving averages but strong profitability metrics including a 37.12% ROE. Recent Q2 2026 earnings beat expectations with EPS of $1.61 versus $1.53 estimated, driven by pricing and efficiency gains. The stock shows support near $146 and resistance at $152, with a consensus analyst price target of $196.00 implying significant upside potential from current levels.
The outlook remains positive based on consistent earnings beats and solid fundamentals, though risks include soft freight demand and rising costs. Analyst sentiment is moderately bullish with 48% buy ratings, but investors should monitor competitive pressures and macroeconomic headwinds that could impact logistics sector performance.
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 →