Applied Digital Corporation vs Expeditors International of Wshngtn Inc — how do they compare? Applied Digital Corporation trades at $29 (market cap $8.90B), while Expeditors International of Wshngtn Inc trades at $176.05 (market cap $22.50B). The key difference: Expeditors International of Wshngtn Inc is far larger — about 2.5× Applied Digital Corporation's market cap, and Expeditors International of Wshngtn Inc pays a 0.94% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | EXPD | |
|---|---|---|
Market Cap | $8.90B | $22.50B |
Sector | Technology | Industrials |
52-Week High | $49.65 | $172.02 |
52-Week Low | $9.18 | $111.37 |
Enterprise Value | $10.00B | $21.75B |
Dividend Yield | — | 0.94% |
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.
EXPD trades at $172.02, near its R1 resistance of $173, with a bullish technical outlook supported by moving averages. The company has consistently beaten earnings estimates in recent quarters, with Q1 2026 EPS of $1.71 surpassing the $1.33 expectation. Revenue growth remains steady, reaching $11.07B in 2025, while maintaining strong profitability with a 36.59% ROE. Recent news highlights momentum from e-commerce demand and strategic focus on supply chain management.
The stock presents growth potential driven by earnings momentum and solid fundamentals, but faces headwinds from analyst skepticism (only 12% buy ratings) and valuation concerns with a P/E of 27.79 above industry averages. Key risks include freight market volatility and geopolitical supply chain pressures. The consensus price target of $159 suggests limited upside from current levels.
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 →Expeditors International of Washington is a non-asset-based third-party logistics provider, mainly focused on international freight forwarding. It employs sophisticated IT systems and contracts with airlines and ocean carriers to move customers' freight across the globe. The firm operates more than 200 full-service office locations worldwide, in addition to numerous satellite locations. In 2021, Expeditors derived 38% of consolidated net revenue from airfreight, 27% from ocean freight, and 35% from customs brokerage and other services.
Read more on EXPD →