Applied Digital Corporation vs Costco Wholesale Corporation — how do they compare? Applied Digital Corporation trades at $29.87 (market cap $8.90B), while Costco Wholesale Corporation trades at $920.8 (market cap $406.34B). The key difference: Costco Wholesale Corporation is far larger — about 45.7× Applied Digital Corporation's market cap, and Costco Wholesale Corporation pays a 0.64% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | COST | |
|---|---|---|
Market Cap | $8.90B | $406.34B |
Sector | Technology | Consumer Staples |
52-Week High | $49.65 | $1.09K |
52-Week Low | $9.18 | $849.63 |
Enterprise Value | $10.00B | $394.48B |
Dividend Yield | — | 0.64% |
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.
Costco Wholesale Corporation (COST) trades at $920.73, up 0.49% on the day, with a bearish technical signal but strong fundamentals. The company reported revenue of $275.24 billion in 2025, with net income of $8.10 billion and consistent earnings beats in recent quarters. Recent news highlights membership fee increases and robust March sales growth of 11.3% year-over-year (GlobeNewsWire, 2026-04-08).
Outlook remains positive driven by membership revenue and expansion, though high valuation multiples pose a risk. Analyst consensus is bullish with a $1,120 price target, but technical indicators suggest near-term pressure. Key risks include competitive pressures and macroeconomic sensitivity.
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 →The leading warehouse club, Costco has 815 stores worldwide (at the end of fiscal 2021), with most sales derived in the United States (72%) and Canada (14%). It sells memberships that allow customers to shop in its warehouses, which feature low prices on a limited product assortment. Costco mainly caters to individual shoppers, but roughly 20% of paid members carry business memberships. Food and sundries accounted for 40% of fiscal 2021 sales, with non-food merchandise 29%, warehouse ancillary and other businesses (such as fuel and pharmacy) nearly 17%, and fresh food 14%. Costco's warehouses average around 146,000 square feet
Read more on COST →