Applied Digital Corporation vs W W Grainger Inc — how do they compare? Applied Digital Corporation trades at $30.58 (market cap $8.90B), while W W Grainger Inc trades at $1,375.73 (market cap $64.95B). The key difference: W W Grainger Inc is far larger — about 7.3× Applied Digital Corporation's market cap, and W W Grainger Inc pays a 0.67% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | GWW | |
|---|---|---|
Market Cap | $8.90B | $64.95B |
Sector | Technology | Technology |
52-Week High | $49.65 | $1.38K |
52-Week Low | $9.18 | $918.18 |
Enterprise Value | $10.00B | $67.04B |
Dividend Yield | — | 0.67% |
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.
GWW trades at $1,375.76, up 0.8% recently, with a bullish technical signal from moving averages and strong support at $1,356. The company reported Q1 2026 EPS of $11.65, beating estimates, and raised full-year guidance, reflecting robust MRO demand. Revenue growth to $18.4B in 2026 and a high ROE of 48.1% underscore operational strength, though valuation multiples like P/E of 36.99 appear elevated relative to historical norms.
Outlook is positive driven by earnings momentum and dividend consistency, but risks include high valuation sensitivity and industrial sector cyclicality. Analyst consensus is mixed with a $1,260 price target, suggesting cautious optimism amid growth execution risks.
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 →