Applied Digital Corporation vs PulteGroup, Inc. — how do they compare? Applied Digital Corporation trades at $31.04 (market cap $8.55B), while PulteGroup, Inc. trades at $129.25 (market cap $25.22B). The key difference: PulteGroup, Inc. is far larger — about 2.9× Applied Digital Corporation's market cap, and PulteGroup, Inc. pays a 0.79% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | PHM | |
|---|---|---|
Market Cap | $8.55B | $25.22B |
Sector | Technology | Consumer Cyclical |
52-Week High | $49.65 | $142.56 |
52-Week Low | $13.89 | $110.11 |
Enterprise Value | $12.06B | $25.64B |
Dividend Yield | — | 0.79% |
Signals from Pluang's Aura AI — not financial advice
Applied Digital (APLD) trades at $30.89, up 6.3% today, with a neutral technical signal despite recent earnings misses. The company shows explosive revenue growth potential with $36 billion in contracted AI infrastructure deals, though current financials reveal significant losses with a -39.91% net margin. Analyst sentiment remains strongly bullish with 100% buy ratings and a $72.36 consensus target.
The stock presents high-risk, high-reward potential with massive contracted revenue offset by current negative profitability and substantial financing needs. Key catalysts include data center build-out execution, while risks include debt load expansion and competitive pressures in the AI infrastructure space.
PulteGroup (PHM) trades at $129.72, down 0.25% on the day, with a bullish technical signal from moving averages and a consensus analyst price target of $137.20. The company reported Q2 2026 earnings of $2.48 per share, beating estimates, but revenue and margins have softened amid housing market pressures. Recent news highlights operational expansion into Northwest Florida and recognition as a Great Place to Work.
The outlook is mixed: strong cash flow, a solid balance sheet, and share buybacks support the stock, but declining net income margins and affordability challenges pose headwinds. With 43% of analysts rating it a buy, the stock offers moderate upside potential balanced against cyclical housing risks.
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 →PulteGroup Inc is one of the largest homebuilders in the United States, operating in 40 markets across 23 states. The company mainly builds single-family detached homes (85% of unit sales) and offers products to entry-level, move-up, and active-adult buyers. PulteGroup offers homebuyers mortgage financing and title agency services through its financial services segment. The company is headquartered in Atlanta.
Read more on PHM →