Applied Digital Corporation vs Walt Disney Co — how do they compare? Applied Digital Corporation trades at $29.84 (market cap $8.90B), while Walt Disney Co trades at $97.2 (market cap $166.05B). The key difference: Walt Disney Co is far larger — about 18.7× Applied Digital Corporation's market cap, and Walt Disney Co pays a 1.57% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | DIS | |
|---|---|---|
Market Cap | $8.90B | $166.05B |
Sector | Technology | Media |
52-Week High | $49.65 | $122.94 |
52-Week Low | $9.18 | $92.40 |
Enterprise Value | $10.00B | $207.72B |
Volume | — | 7,546,013 |
Dividend Yield | — | 1.57% |
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.
Disney (DIS) trades at $95.63, down 0.55% on the day, with technical indicators signaling a bearish trend amid neutral oscillators. The company shows strong fundamentals with revenue growth to $94.43B in 2025 and net income surging to $12.40B, supported by consistent earnings beats. Recent news highlights advertising opportunities with major events in 2027 but also notes box office challenges for new releases.
Outlook remains positive given analyst consensus price target of $131.89 and 61.9% buy ratings, though risks include regulatory disputes with the FCC and content performance volatility. The stock presents a valuation opportunity with a P/E of 15.3 below industry averages, but investors should monitor debt levels and competitive pressures.
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 Walt Disney Company is an entertainment company with operations in media networks, park experiences & consumer products, studio entertainment and Direct-to-Consumer networks and channels. The Company serves customers worldwide.
Read more on DIS →