Applied Digital Corporation vs Cenovus Energy Inc — how do they compare? Applied Digital Corporation trades at $30.61 (market cap $8.37B), while Cenovus Energy Inc trades at $29.91 (market cap $54.43B). The key difference: Cenovus Energy Inc is far larger — about 6.5× Applied Digital Corporation's market cap, and Cenovus Energy Inc pays a 2.11% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | CVE | |
|---|---|---|
Market Cap | $8.37B | $54.43B |
Sector | Technology | Energy |
52-Week High | $49.65 | $31.80 |
52-Week Low | $13.89 | $14.83 |
Enterprise Value | $11.87B | $60.50B |
Dividend Yield | — | 2.11% |
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.
Cenovus Energy (CVE) trades at $28.25, showing neutral momentum with strong fundamental metrics including a P/E of 10.99 and ROE of 20.96%. Recent Q2 2026 earnings matched expectations at $1.11 EPS, while revenue and production growth remain robust. Technical indicators show mixed signals with RSI neutral and moving averages bullish, trading near key support at $28.
The outlook remains positive with projected 2026 revenue growth to $58B and net income of $6.7B, supported by strong cash flow generation. Risks include oil price volatility and refining pressures, but analyst consensus leans bullish with 40.7% buy ratings. The stock presents value opportunity given attractive valuation multiples and dividend yield.
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 →Cenovus Energy is an integrated oil company, focused on creating value through the development of its oil sands assets. The company also engages in production of conventional crude oil, natural gas liquids, and natural gas in Alberta, Canada, with refining operations in the U.S. Net upstream production averaged 472 thousand barrels of oil equivalent per day in 2020, and the company estimates that it holds 6.7 billion boe of proven and probable reserves.
Read more on CVE →