Applied Digital Corporation vs Novo Nordisk A/S — how do they compare? Applied Digital Corporation trades at $30.56 (market cap $8.90B), while Novo Nordisk A/S trades at $49.17 (market cap $216.71B). The key difference: Novo Nordisk A/S is far larger — about 24.3× Applied Digital Corporation's market cap, and Novo Nordisk A/S pays a 3.64% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | NVO | |
|---|---|---|
Market Cap | $8.90B | $216.71B |
Sector | Technology | Health |
52-Week High | $49.65 | $71.70 |
52-Week Low | $9.18 | $35.29 |
Enterprise Value | $10.00B | $235.67B |
Dividend Yield | — | 3.64% |
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.
Novo Nordisk (NVO) trades at $49.48, up 1.23% today, with a bullish technical signal from moving averages and strong fundamentals including a 37.2% net income margin and 71.4% ROE. Recent earnings beats in Q3 2025-Q1 2026 highlight operational strength, while cash flow remains positive at $10.81B in 2025. The stock benefits from GLP-1 drug leadership, with oral Wegovy driving market expansion amid competitive pressures.
Outlook is positive with analyst consensus at 57.9% buy ratings, but risks include prescription slowdown concerns and rising debt-to-asset ratio to 22.54 in 2025. Investment appeal lies in robust profitability and growth in obesity/diabetes treatments, though investors should monitor competition and execution on guidance.
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 almost 50% market share by volume of the global insulin market, Novo Nordisk is the leading provider of diabetes-care products in the world. Based in Denmark, the company manufactures and markets a variety of human and modern insulins, injectable diabetes treatments, and oral antidiabetic agents. Novo also has a biopharmaceutical segment (constituting roughly 15% of revenue) that specializes in protein therapies for hemophilia and other disorders.
Read more on NVO →