Price movement over the last 24 hours
Applied Digital Corporation vs Marsh & McLennan Companies, Inc. — how do they compare? Applied Digital Corporation trades at $30.7 (market cap $8.90B), while Marsh & McLennan Companies, Inc. trades at $178.31 (market cap $85.91B). The key difference: Marsh & McLennan Companies, Inc. is far larger — about 9.7× Applied Digital Corporation's market cap, and Marsh & McLennan Companies, Inc. pays a 2.22% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | MRSH | |
|---|---|---|
Market Cap | $8.90B | $85.91B |
Sector | Technology | Financials |
52-Week High | $49.65 | $213.57 |
52-Week Low | $9.18 | $157.32 |
Enterprise Value | $10.00B | $106.75B |
Dividend Yield | — | 2.22% |
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.
Marsh (MRSH) trades at $178.31, down 0.39% on the day, with a bullish technical signal from moving averages but overbought RSI readings. The company reported strong earnings beats in recent quarters, with Q1 2026 EPS of $3.29 exceeding expectations, and recently raised its quarterly dividend by 10% to $0.99 per share. Revenue growth has been steady, reaching $26.98 billion in 2025, supported by a robust net income margin of 14.26%.
The outlook remains positive given consistent earnings outperformance and shareholder returns, though valuation multiples like a P/E of 22.29 and P/B of 5.9 suggest a premium. Risks include easing pricing tailwinds in insurance and rising costs. Analysts are predominantly neutral with a consensus price target of $199.44, indicating modest upside potential from current levels.
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 →Marsh & McLennan Companies Inc is a professional services firm that provides advice and solutions in the areas of risk, strategy, and human capital. The company operates through two main segments: risk and insurance services and consulting. In risk and insurance services, the firm offers services via Marsh (an insurance broker) and Guy Carpenter (a risk and reinsurance specialist). The consulting division comprises Mercer (a provider of human resource services) and Oliver Wyman (management and economic consultancy).
Read more on MRSH →