Applied Digital Corporation vs Danaos Corporation — how do they compare? Applied Digital Corporation trades at $30.15 (market cap $8.90B), while Danaos Corporation trades at $129.48 (market cap $2.34B). The key difference: Applied Digital Corporation is far larger — about 3.8× Danaos Corporation's market cap, and Danaos Corporation pays a 2.8% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | DAC | |
|---|---|---|
Market Cap | $8.90B | $2.34B |
Sector | Technology | Technology |
52-Week High | $49.65 | $134.63 |
52-Week Low | $9.18 | $84.05 |
Enterprise Value | $10.00B | $2.34B |
Dividend Yield | — | 2.8% |
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.
DAC trades at $128.39, up 0.83% with a bullish technical outlook. The stock shows strong fundamentals with a P/E of 4.53, P/B of 0.6, and net income margin of 49.85%. Recent earnings beat expectations in Q4 2025 and Q1 2026, while the company maintains a $0.90 quarterly dividend. Cash flow from operations remains robust at $645 million for 2025.
Outlook is positive given deep value metrics and high profitability, but risks include cyclical shipping demand and earnings volatility. Analyst consensus is mixed with 40% buy ratings. The stock offers value but requires monitoring of charter rate trends and global trade conditions.
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 →Danaos is a leading international owner of containerships, providing seaborne transportation services globally. It charters its fleet of vessels to major shipping lines across Asia, Europe, and the Americas.
Read more on DAC →