Applied Digital Corporation vs Philip Morris International Inc. — how do they compare? Applied Digital Corporation trades at $30.61 (market cap $8.37B), while Philip Morris International Inc. trades at $186.71 (market cap $289.90B). The key difference: Philip Morris International Inc. is far larger — about 34.6× Applied Digital Corporation's market cap, and Philip Morris International Inc. pays a 3.16% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | PM | |
|---|---|---|
Market Cap | $8.37B | $289.90B |
Sector | Technology | Consumer Staples |
52-Week High | $49.65 | $200.17 |
52-Week Low | $13.89 | $144.33 |
Enterprise Value | $11.87B | $333.02B |
Dividend Yield | — | 3.16% |
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.
Philip Morris International (PM) trades at $186.22, down 1.77% with mixed technical signals. The company reported strong Q1 and Q2 2026 earnings beats but faces margin pressure from rising costs. Revenue grew to $40.65B in 2025 with a robust 25.56% net income margin. Analyst consensus remains bullish with a $211.17 price target, though recent news highlights challenges including a $500M impairment charge and increased illicit cigarette trade in Europe.
PM offers solid fundamentals with high profitability and dividend yield, but near-term headwinds from cost inflation and regulatory risks warrant caution. The stock's valuation at 25.54x P/E is reasonable given earnings growth potential, making it attractive for long-term investors despite current volatility.
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 →Philip Morris International is an international tobacco company with a product portfolio primarily consisting of cigarettes and reduced-risk products, including heat-not-burn, vapor and oral nicotine products, which are sold in markets outside the United States. The company diversified away from nicotine products with the acquisition of Vectura, a provider of innovative inhaled drug delivery solutions, in 2021.
Read more on PM →