Price movement over the last 24 hours
Applied Digital Corporation vs Paycom Software Inc — how do they compare? Applied Digital Corporation trades at $30.66 (market cap $8.90B), while Paycom Software Inc trades at $140.1 (market cap $6.48B). The key difference: Applied Digital Corporation is the larger of the two by market cap, and Paycom Software Inc pays a 1.08% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | PAYC | |
|---|---|---|
Market Cap | $8.90B | $6.48B |
Sector | Technology | Technology |
52-Week High | $49.65 | $238.80 |
52-Week Low | $9.18 | $113.59 |
Enterprise Value | $10.00B | $7.09B |
Dividend Yield | — | 1.08% |
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.
Paycom Software (PAYC) trades at $139.08, down 0.34% on the day, with a bullish technical signal from moving averages. The stock shows strong profitability with a 22.44% net income margin and 37.15% ROE, though recent Q3 2025 EPS slightly missed expectations. Recent board appointments and industry awards highlight ongoing corporate development. The consensus price target is $151.00, suggesting potential upside from current levels.
The outlook remains balanced with solid fundamentals supporting growth, but risks include competitive pressures and execution challenges. Analyst sentiment is mixed with near-equal buy and hold ratings. Revenue growth stability and margin maintenance are key for sustained investor confidence amid a neutral oscillator signal.
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 →Paycom is a fast-growing provider of payroll and human capital management, or HCM, software primarily targeting clients with 50-10,000 employees in the United States. Paycom was established in 1998 and services about 18,000 clients as of 2021, based on parent company grouping. Alongside its core payroll software, Paycom offers various HCM add-on modules, including time and attendance, talent management, and benefits administration.
Read more on PAYC →