Applied Digital Corporation vs Johnson & Johnson — how do they compare? Applied Digital Corporation trades at $31.05 (market cap $8.55B), while Johnson & Johnson trades at $260.86 (market cap $626.09B). The key difference: Johnson & Johnson is far larger — about 73.2× Applied Digital Corporation's market cap, and Johnson & Johnson pays a 2.06% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | JNJ | |
|---|---|---|
Market Cap | $8.55B | $626.09B |
Sector | Technology | Health |
52-Week High | $49.65 | $267.24 |
52-Week Low | $13.89 | $172.78 |
Enterprise Value | $12.06B | $654.37B |
Volume | — | 6,156,228 |
Dividend Yield | — | 2.06% |
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.
Johnson & Johnson (JNJ) trades at $260.88, down 0.36% today, with a bullish technical signal supported by moving averages. The stock shows strong profitability with a net margin of 21.48% and ROE of 25.74%, though valuations like a P/E of 30.14 appear elevated. Recent earnings beat expectations in Q1 and Q2 2026, and the company maintains a 64-year dividend growth streak, with analyst consensus leaning bullish.
Outlook remains positive with a consensus price target of $284.50, offering potential upside, but risks include legal challenges and high debt-to-asset ratio of 24.06% in 2025. Investors benefit from steady dividends and defensive positioning in healthcare, though valuation multiples may limit near-term gains amid economic uncertainty.
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 →Johnson & Johnson manufactures health care products and provides related services for the consumer, pharmaceutical, and medical devices and diagnostics markets. The Company sells products such as skin and hair care products, acetaminophen products, pharmaceuticals, diagnostic equipment, and surgical equipment in countries located around the world.
Read more on JNJ →