Applied Digital Corporation vs W W Grainger Inc — how do they compare? Applied Digital Corporation trades at $30.79 (market cap $8.55B), while W W Grainger Inc trades at $1,311.58 (market cap $61.32B). The key difference: W W Grainger Inc is far larger — about 7.2× Applied Digital Corporation's market cap, and W W Grainger Inc pays a 0.77% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | GWW | |
|---|---|---|
Market Cap | $8.55B | $61.32B |
Sector | Technology | Technology |
52-Week High | $49.65 | $1.40K |
52-Week Low | $13.89 | $918.18 |
Enterprise Value | $12.06B | $63.53B |
Dividend Yield | — | 0.77% |
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.
W.W. Grainger (GWW) trades at $1,299.53, showing modest daily gains of 0.16%. The stock demonstrates strong fundamental performance with Q2 2026 earnings beating estimates at $12.01 per share versus $11.30 expected, and revenue reaching $5 billion. Technical indicators show bearish momentum with the current price between support at $1,282 and resistance at $1,305. The company raised its full-year 2026 outlook following strong quarterly results driven by margin expansion and market share gains.
GWW presents a mixed investment case with strong profitability metrics (ROE 47.92%, net margin 9.92%) offset by premium valuation (P/E 33.19). Analyst consensus leans cautious with 65.79% hold ratings despite recent earnings beats. Key risks include valuation concerns and competitive pressures in industrial distribution. The $1,320 consensus price target suggests limited upside from current levels, requiring careful monitoring of margin sustainability.
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 →Grainger is a leading broad-line distributor of maintenance, repair, and operating (MRO) products. It serves millions of customers worldwide through an integrated network of branches and digital platforms.
Read more on GWW →