Applied Digital Corporation vs DuPont de Nemours Inc — how do they compare? Applied Digital Corporation trades at $30.44 (market cap $8.90B), while DuPont de Nemours Inc trades at $134.99 (market cap $18.18B). The key difference: DuPont de Nemours Inc is far larger — about 2× Applied Digital Corporation's market cap, and DuPont de Nemours Inc pays a 1.78% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | DD | |
|---|---|---|
Market Cap | $8.90B | $18.18B |
Sector | Technology | Basic Materials |
52-Week High | $49.65 | $154.59 |
52-Week Low | $9.18 | $87.72 |
Enterprise Value | $10.00B | $20.65B |
Dividend Yield | — | 1.78% |
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.
DuPont (DD) trades at $134.68, down 0.08% on the day, with a bearish technical signal and negative net income margin of -0.42% for 2025. Recent earnings have consistently beaten estimates, but revenue declined to $6.85B in 2025 from $12.4B in 2024. The company faces a lawsuit over 'forever chemicals' and completed a 3:1 reverse stock split in June 2026, while maintaining dividend payments.
The stock presents a mixed outlook: strong analyst consensus with a $227.20 price target suggests significant upside, but persistent profitability challenges and legal risks weigh on fundamentals. Investment opportunity hinges on earnings turnaround and resolution of regulatory pressures, though current technical weakness and cash flow trends indicate near-term caution.
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 →DuPont is a diversified global specialty chemicals company created in 2019 as a result of the DowDuPont merger and subsequent separations. Its portfolio includes specialty chemicals and downstream products that serve the electronics and communication, automotive, construction, safety and protection, and water management industries. DuPont benefits from the ability to produce patented specialty chemicals that command pricing power. Noteworthy products include Kevlar, Tyvek, and Nomex have evolved over time to enable a wide range of applications across multiple industries.
Read more on DD →