Applied Digital Corporation vs KeyCorp — how do they compare? Applied Digital Corporation trades at $31.33 (market cap $8.37B), while KeyCorp trades at $22.7 (market cap $24.31B). The key difference: KeyCorp is far larger — about 2.9× Applied Digital Corporation's market cap, and KeyCorp pays a 3.62% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | KEY | |
|---|---|---|
Market Cap | $8.37B | $24.31B |
Sector | Technology | Financials |
52-Week High | $49.65 | $23.99 |
52-Week Low | $13.89 | $16.78 |
Enterprise Value | $11.87B | — |
Dividend Yield | — | 3.62% |
Signals from Pluang's Aura AI — not financial advice
Applied Digital (APLD) trades at $29.22, up 1.25% with bearish technical signals despite unanimous analyst buy ratings. The company shows explosive revenue growth with Q4 2026 revenue surging 407% to $258.7M but continues posting significant losses with negative profit margins. Recent news highlights $36 billion in contracted AI infrastructure revenue and insider selling activity.
While analyst consensus targets $72.36 (147% upside), the stock faces execution risks from massive capital expenditures, negative cash flow, and challenging profitability metrics. The AI infrastructure build-out offers substantial growth potential but requires careful monitoring of financing needs and construction timelines.
KeyCorp (KEY) trades at $22.73, up 0.31% today, with a bullish technical signal from moving averages and a consensus analyst price target of $29.41. Recent Q2 2026 earnings beat estimates with EPS of $0.44, driven by net interest income growth and fee expansion. The acquisition of Clearwater UK bolsters its investment banking presence, while a 3.6% dividend yield adds income appeal.
Outlook is positive with earnings momentum and strategic acquisitions supporting growth, but risks include interest rate sensitivity and competitive pressures. Wall Street sentiment is bullish with 61% buy ratings, though net cash flow volatility and modest ROE of 2.72% warrant caution for value-focused investors.
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 →With assets of over $170 billion, Ohio-based KeyCorp's bank footprint spans 16 states, but it is predominantly concentrated in its two largest markets: Ohio and New York. KeyCorp is primarily focused on serving middle-market commercial clients through a hybrid community/corporate bank model.
Read more on KEY →