Price movement over the last 24 hours
Applied Digital Corporation vs Packaging Corporation of America — how do they compare? Applied Digital Corporation trades at $30.72 (market cap $8.90B), while Packaging Corporation of America trades at $228.77 (market cap $20.38B). The key difference: Packaging Corporation of America is far larger — about 2.3× Applied Digital Corporation's market cap, and Packaging Corporation of America pays a 2.62% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | PKG | |
|---|---|---|
Market Cap | $8.90B | $20.38B |
Sector | Technology | Technology |
52-Week High | $49.65 | $246.31 |
52-Week Low | $9.18 | $191.41 |
Enterprise Value | $10.00B | $24.21B |
Dividend Yield | — | 2.62% |
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.
Packaging Corporation of America (PKG) trades at $228.77, up 1.91% with a bullish technical signal. The company reported mixed Q1 2026 earnings with $2.40 EPS beating estimates, though revenue growth faces margin pressure. Analyst consensus is mixed with 34.6% buy ratings and a $253 price target. Recent 20% dividend increase signals management confidence amid elevated input costs.
PKG offers steady dividend income with potential upside to analyst targets, but faces headwinds from cost inflation and competitive pressures. The stock's 27.8 P/E suggests full valuation, requiring sustained earnings growth to justify current levels. Near-term performance hinges on Q2 results and operational efficiency improvements.
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 →Packaging Corporation of America is a leading producer of containerboard and corrugated packaging products in North America. The company also produces white papers, which include printing and writing papers. PKG operates as an integrated manufacturer, with a strong focus on high-quality and sustainable packaging solutions for e-commerce, food and beverage, and other industrial and consumer markets.
Read more on PKG →