Applied Digital Corporation vs PPG Industries, Inc. — how do they compare? Applied Digital Corporation trades at $30.56 (market cap $8.37B), while PPG Industries, Inc. trades at $115.82 (market cap $25.67B). The key difference: PPG Industries, Inc. is far larger — about 3.1× Applied Digital Corporation's market cap, and PPG Industries, Inc. pays a 2.56% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | PPG | |
|---|---|---|
Market Cap | $8.37B | $25.67B |
Sector | Technology | Basic Materials |
52-Week High | $49.65 | $131.56 |
52-Week Low | $13.89 | $94.34 |
Enterprise Value | $11.87B | $31.54B |
Dividend Yield | — | 2.56% |
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.
PPG Industries trades at $119.72, up 2.19% on the day, with a bullish technical outlook supported by moving averages. The company reported Q2 2026 sales growth of 7% year-over-year but missed EPS estimates. Recent dividend hikes and strong cash flow highlight financial health, while valuation ratios like a P/E of 17.18 suggest reasonable pricing. Analyst consensus is positive with a $129.17 price target.
Outlook remains favorable due to consistent dividend growth and operational strength, though risks include cost pressures and mixed earnings performance. The stock offers a balanced opportunity with upside potential from analyst targets, but investors should monitor margin trends and macroeconomic headwinds.
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 →PPG is a global producer of coatings. The company is the world's largest producer of coatings after the purchase of selected Akzo Nobel assets. PPG's products are sold to a wide variety of end users, including the automotive, aerospace, construction, and industrial markets. The company has a footprint in many regions around the globe, with less than half of sales coming from North America in recent years. PPG is focused on its coatings and specialty products and expansion into emerging regions, as exemplified by the Comex acquisition.
Read more on PPG →