Applied Digital Corporation vs Fidelity National Information Servcs Inc — how do they compare? Applied Digital Corporation trades at $29.6 (market cap $8.90B), while Fidelity National Information Servcs Inc trades at $42.67 (market cap $21.70B). The key difference: Fidelity National Information Servcs Inc is far larger — about 2.4× Applied Digital Corporation's market cap, and Fidelity National Information Servcs Inc pays a 4% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | FIS | |
|---|---|---|
Market Cap | $8.90B | $21.70B |
Sector | Technology | Technology |
52-Week High | $49.65 | $81.94 |
52-Week Low | $9.18 | $37.72 |
Enterprise Value | $10.00B | $42.09B |
Dividend Yield | — | 4% |
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.
FIS trades at $41.98, up 0.89% today, with a bullish technical signal and strong analyst support. Recent earnings beat expectations in Q1 2026, and the company shows improving profitability with a 23.35% net income margin. Positive news includes cloud banking deals with Frankfurt International Bank and First Commerce Bank, reinforcing growth in digital banking services. The stock trades below the consensus price target of $52.57, indicating potential upside.
The outlook for FIS is positive due to strategic cloud expansions and earnings momentum, but risks include high debt levels and macroeconomic pressures on lending. Wall Street consensus is bullish with 58% buy ratings, though investors should monitor debt management and competitive threats in the fintech sector.
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 →Fidelity National Information Services' legacy operations provide core and payment processing services to banks, but its business has expanded over time. By acquiring Sungard in 2015, the company now provides record-keeping and other services to investment firms. With the acquisition of Worldpay in 2019, FIS now provides payment processing services for merchants and holds leading positions in the United States and United Kingdom. About a fourth of revenue is generated outside North America.
Read more on FIS →