Applied Digital Corporation vs EPR Properties — how do they compare? Applied Digital Corporation trades at $30.74 (market cap $8.55B), while EPR Properties trades at $60.75 (market cap $4.58B). The key difference: Applied Digital Corporation is the larger of the two by market cap, and EPR Properties pays a 6.22% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | EPR | |
|---|---|---|
Market Cap | $8.55B | $4.58B |
Sector | Technology | Real Estate |
52-Week High | $49.65 | $64.32 |
52-Week Low | $13.89 | $48.71 |
Enterprise Value | $12.06B | $8.09B |
Dividend Yield | — | 6.22% |
Signals from Pluang's Aura AI — not financial advice
Applied Digital (APLD) trades at $31.50, up 8.4% today, showing strong momentum despite recent volatility. The stock maintains a neutral technical signal with mixed indicators, while fundamentals reveal aggressive growth with $144M revenue in 2025 projected to surge to $611M in 2026. The company secured $36B in contracted AI infrastructure revenue, driving investor optimism, though it operates at a net loss with negative margins. Analyst consensus is unanimously bullish with a $72.36 price target, representing 130% upside potential from current levels.
APLD presents high-growth potential as an AI infrastructure play with massive contracted backlog, but carries significant execution risk amid substantial losses and heavy capital expenditure needs. The stock's valuation appears stretched at 13.37x sales despite negative profitability, while insider selling and institutional position reductions signal caution. Investors face binary outcomes between transformative AI infrastructure success and financial strain from the company's aggressive expansion pace.
EPR Properties trades at $60.32, down 0.13% recently, with a bearish technical signal from moving averages and oscillators. The company reported strong Q2 2026 results, beating FFO estimates, and raised full-year guidance. Revenue grew to $699 million in 2026, though net income dipped to $263 million. Analysts maintain a consensus price target of $65.30, with 27% buy ratings, but technical indicators suggest near-term pressure.
The outlook is mixed: fundamental strength from dividend growth and acquisitions supports long-term value, but technical bearishness and elevated valuation ratios pose risks. Investors should weigh the 6% dividend yield against potential volatility from interest rate sensitivity and market sentiment shifts.
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 →EPR Properties is a REIT specializing in experiential real estate, including movie theaters and leisure destinations like ski resorts and water parks across the US and Canada.
Read more on EPR →