Applied Digital Corporation vs Marriott International Inc — how do they compare? Applied Digital Corporation trades at $30.14 (market cap $8.90B), while Marriott International Inc trades at $376.03 (market cap $99.18B). The key difference: Marriott International Inc is far larger — about 11.1× Applied Digital Corporation's market cap, and Marriott International Inc pays a 0.78% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | MAR | |
|---|---|---|
Market Cap | $8.90B | $99.18B |
Sector | Technology | Consumer Cyclical |
52-Week High | $49.65 | $402.54 |
52-Week Low | $9.18 | $255.35 |
Enterprise Value | $10.00B | $116.13B |
Dividend Yield | — | 0.78% |
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.
Marriott International (MAR) trades at $376.11, up 0.98% today, with a bearish technical signal and a consensus price target of $386.42. Recent earnings show mixed results, with Q1 2026 beating expectations but Q4 2025 missing. The company maintains strong revenue growth, reaching $26.19B in 2025, and a net income margin of 9.72%. Key developments include the launch of Ask Bonvoy AI and reaching 10,000 properties globally, though hotel owners are pushing back on loyalty program terms.
Outlook is cautiously optimistic with upside to the consensus target, supported by solid fundamentals and strategic initiatives. Risks include rising debt-to-asset ratio (58.83% in 2025), competitive pressures, and potential travel demand volatility. Analyst sentiment is mixed with 44% buy ratings, but technical indicators suggest near-term bearish pressure.
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 →Marriott International Inc. of Maryland is a worldwide operator and franchisor of hotels. The Company franchises lodging facilities and vacation timesharing resorts under various brand names. Marriott also provides services to home and condominium owner associations for projects associated with several of its brands.
Read more on MAR →