Applied Digital Corporation vs Coupang Inc — how do they compare? Applied Digital Corporation trades at $30.53 (market cap $8.90B), while Coupang Inc trades at $18.78 (market cap $33.75B). The key difference: Coupang Inc is far larger — about 3.8× Applied Digital Corporation's market cap, and Applied Digital Corporation is trading nearer its 52-week high, Coupang Inc nearer its low. Which is the better fit depends on your goals.
| APLD | CPNG | |
|---|---|---|
Market Cap | $8.90B | $33.75B |
Sector | Technology | Consumer Cyclical |
52-Week High | $49.65 | $33.53 |
52-Week Low | $9.18 | $15.12 |
Enterprise Value | $10.00B | $32.84B |
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.
Coupang (CPNG) trades at $18.80, down 1.88% on the day, with a bullish technical signal from moving averages but mixed oscillators. Revenue grew to $34.53B in 2025, though net income margins remain thin at 0.6%. The stock faces headwinds from a recent $409 million regulatory fine in South Korea over a data breach, as reported by Reuters on June 10, 2026, but maintains strong analyst support with 14 buy ratings.
The outlook is cautiously optimistic given Wall Street's $25.80 price target, implying 37% upside, but risks include regulatory scrutiny and volatile earnings. Positive cash flow from operations of $1.77B in 2025 supports growth initiatives, yet investors must weigh competitive pressures in e-commerce against the company's scale advantages.
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 →Coupang Inc is an e-commerce company. The company sells apparel, electronics, footwear, food products, furniture, nutritional supplements, and other products. Its segments include Product Commerce and Growth Initiatives.
Read more on CPNG →