Applied Digital Corporation vs GSK plc — how do they compare? Applied Digital Corporation trades at $30.95 (market cap $8.55B), while GSK plc trades at $50.33 (market cap $102.60B). The key difference: GSK plc is far larger — about 12× Applied Digital Corporation's market cap, and GSK plc pays a 3.57% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | GSK | |
|---|---|---|
Market Cap | $8.55B | $102.60B |
Sector | Technology | Health |
52-Week High | $49.65 | $61.18 |
52-Week Low | $13.89 | $38.22 |
Enterprise Value | $12.06B | $123.04B |
Dividend Yield | — | 3.57% |
Signals from Pluang's Aura AI — not financial advice
APLD trades at $31.15, up 7.19% today, with a neutral technical signal and bearish moving averages. The company reported a net loss of $231.07M in 2025 despite revenue growth, but has a $36B contracted AI infrastructure pipeline. Analyst consensus is unanimously bullish with a $72.36 price target, though recent insider selling and negative cash flow from operations highlight near-term risks.
The outlook hinges on execution of its AI data center build-out, with projected revenue surging to $611M in 2026. Investment opportunity lies in the massive contracted backlog, but risks include high debt, negative margins, and reliance on capital markets for funding expansion.
GSK trades at $50.27, down 3.62% today, with a bearish technical signal but strong fundamentals including a P/E of 16.02 and net income margin of 14.52%. Recent quarters show earnings beats, and the company announced a $2.52 billion cost-saving plan to boost its drug pipeline. Cash flow from operations remains robust at $7.74 billion for 2025.
The outlook is mixed: analyst consensus leans hold (55.18%) amid valuation concerns, but revenue growth and pipeline investments support long-term potential. Key risks include competitive pressures and regulatory uncertainty, as highlighted by recent news on vaccine policies. The stock offers a dividend yield with payments scheduled through 2026.
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 →In the pharmaceutical industry, GSK ranks as one of the largest firms by total sales. The company wields its might across several therapeutic classes, including respiratory, cancer, and antiviral, as well as vaccines. GSK uses joint ventures to gain additional scale in certain markets like HIV.
Read more on GSK →