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Compare Applied Digital Corporation (APLD) vs Sibanye Stillwater Ltd (SBSW) Price & Performance

Applied Digital CorporationTrade
Sibanye Stillwater LtdTrade

Price performance (Past 24H)

Key statistics

Applied Digital Corporation vs Sibanye Stillwater Ltd — how do they compare? Applied Digital Corporation trades at $30.8 (market cap $8.55B), while Sibanye Stillwater Ltd trades at $10.69 (market cap $7.54B). The key difference: Applied Digital Corporation and Sibanye Stillwater Ltd are close in size by market cap, and Sibanye Stillwater Ltd pays a 2.93% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.

APLDSBSW
Market Cap
$8.55B$7.54B
Sector
TechnologyBasic Materials
52-Week High
$49.65$21.12
52-Week Low
$13.89$7.27
Enterprise Value
$12.06B$9.19B
Dividend Yield
2.93%

Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

Applied Digital Corporation

Applied Digital (APLD) trades at $31.50, up 8.4% today, showing strong momentum despite recent volatility. The stock maintains a neutral technical signal with mixed indicators, while fundamentals reveal aggressive growth with $144M revenue in 2025 projected to surge to $611M in 2026. The company secured $36B in contracted AI infrastructure revenue, driving investor optimism, though it operates at a net loss with negative margins. Analyst consensus is unanimously bullish with a $72.36 price target, representing 130% upside potential from current levels.

APLD presents high-growth potential as an AI infrastructure play with massive contracted backlog, but carries significant execution risk amid substantial losses and heavy capital expenditure needs. The stock's valuation appears stretched at 13.37x sales despite negative profitability, while insider selling and institutional position reductions signal caution. Investors face binary outcomes between transformative AI infrastructure success and financial strain from the company's aggressive expansion pace.

Sibanye Stillwater Ltd

Sibanye Stillwater (SBSW) trades at $10.74, up 0.66% with a bullish technical signal. The company shows mixed fundamentals with a negative net income margin of -3.99% but strong operating cash flow of $10.11B in 2024. Recent earnings misses and declining revenue since 2021 highlight challenges, though analyst consensus remains positive with a $14.25 price target. Technical indicators show overbought RSI levels but strong moving average support.

SBSW presents a high-risk opportunity with significant upside potential if management executes on debt reduction and operational improvements. Key risks include persistent negative profitability, commodity price volatility, and execution challenges. The stock's deep value metrics (P/E of 4.76) contrast with operational headwinds, requiring careful monitoring of quarterly execution against guidance.

Returns comparison

Trailing returns across standard periods

Top news

Latest headlines on both assets

About Applied Digital Corporation

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

About Sibanye Stillwater Ltd

Sibanye Stillwater Ltd is a South Africa-focused mining company. The Group currently owns and operates five underground and surface gold operations in South Africa: the Cooke, DRDGOLD, Driefontein, and Kloof operations in the West Witwatersrand region, and the Beatrix Operation in the southern Free State province. In addition to mining, the company owns and manages extraction and processing facilities at its operations, where gold-bearing ore is treated and beneficiated to produce gold dore. The gold dore is further refined at Rand Refinery into gold bars with a purity of at least 99.5% and is then sold on international markets. Sibanye holds a 44% interest in Rand Refinery, global refiners of gold, and the largest in Africa. Rand Refinery markets gold to customers around the world.

Read more on SBSW