Applied Digital Corporation vs Realty Income Corp — how do they compare? Applied Digital Corporation trades at $31.42 (market cap $8.37B), while Realty Income Corp trades at $61.96 (market cap $58.56B). The key difference: Realty Income Corp is far larger — about 7× Applied Digital Corporation's market cap, and Realty Income Corp pays a 5.25% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | O | |
|---|---|---|
Market Cap | $8.37B | $58.56B |
Sector | Technology | Real Estate |
52-Week High | $49.65 | $67.56 |
52-Week Low | $13.89 | $55.93 |
Enterprise Value | $11.87B | $89.19B |
Dividend Yield | — | 5.25% |
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.
No Aura AI signal available yet.
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 →Realty Income owns roughly 11,400 properties, most of which are freestanding, single-tenant, triple-net-leased retail properties. Its properties are located in 49 states and Puerto Rico and are leased to 250 tenants from 47 industries. Recent acquisitions have added industrial, office, manufacturing, and distribution properties, which make up roughly 17% of revenue.
Read more on O →