Price movement over the last 24 hours
Applied Digital Corporation vs Comfort Systems USA Inc — how do they compare? Applied Digital Corporation trades at $30.74 (market cap $8.90B), while Comfort Systems USA Inc trades at $1,744.79 (market cap $61.82B). The key difference: Comfort Systems USA Inc is far larger — about 6.9× Applied Digital Corporation's market cap, and Comfort Systems USA Inc pays a 0.15% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | FIX | |
|---|---|---|
Market Cap | $8.90B | $61.82B |
Sector | Technology | Technology |
52-Week High | $49.65 | $2.07K |
52-Week Low | $9.18 | $532.14 |
Enterprise Value | $10.00B | $61.11B |
Dividend Yield | — | 0.15% |
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.
Comfort Systems USA (FIX) trades at $1,756.09, down 1.42% on the day, amid a bearish technical signal. The stock exhibits strong fundamentals with consistent earnings beats, robust revenue growth to $10.1B in 2026, and high profitability margins. Recent news highlights expansion in modular capabilities and leadership transitions, while analyst consensus remains bullish with a $2,100 price target.
Outlook is positive driven by AI infrastructure demand and a record backlog, though premium valuation multiples pose a risk. Execution of growth initiatives and macroeconomic conditions are key watchpoints for sustained shareholder value.
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 →Comfort Systems USA is a premier provider of mechanical and electrical contracting services. It specializes in HVAC, plumbing, and energy management solutions for commercial and industrial facilities.
Read more on FIX →