Applied Digital Corporation vs Southern Copper Corp — how do they compare? Applied Digital Corporation trades at $32.08 (market cap $8.55B), while Southern Copper Corp trades at $198.5 (market cap $164.21B). The key difference: Southern Copper Corp is far larger — about 19.2× Applied Digital Corporation's market cap, and Southern Copper Corp pays a 2.26% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | SCCO | |
|---|---|---|
Market Cap | $8.55B | $164.21B |
Sector | Technology | Basic Materials |
52-Week High | $49.65 | $218.85 |
52-Week Low | $13.89 | $93.70 |
Enterprise Value | $12.06B | $165.50B |
Dividend Yield | — | 2.26% |
Signals from Pluang's Aura AI — not financial advice
Applied Digital (APLD) trades at $29.06, down 0.55% on the day, with a bearish technical signal and recent earnings misses. The company reported a net loss of $231.07 million in 2025 despite revenue growth, while analyst consensus remains strongly bullish with a $72.36 price target. Recent news highlights significant AI infrastructure contracts and insider selling activity.
Outlook hinges on execution of its $36 billion AI infrastructure pipeline, but risks include high cash burn, negative margins, and rising debt. The stock offers high growth potential if operational targets are met, yet financial sustainability concerns warrant caution for investors amid volatile sentiment.
SCCO trades at $200.11, up 0.53% today, near its pivot point of $201. The stock exhibits strong profitability with a 35.87% net income margin and has beaten EPS estimates for three consecutive quarters. Recent news highlights its rally fueled by strong H1 results and higher copper prices, though production declines and premium valuations are noted concerns (Zacks Investment Research, 2026-08-11).
Outlook is mixed; robust earnings growth and AI-driven copper demand present upside, but high valuation ratios and analyst skepticism pose risks. The consensus price target of $153.64 suggests significant downside from current levels, indicating caution is warranted despite positive technical and fundamental trends.
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 →Southern Copper Corp is an integrated producer of copper and other minerals and operates the mining, smelting, and refining facilities in Peru and Mexico. Its production includes copper, molybdenum, zinc, and silver. The company operates through the following segments: Peruvian operations, Mexican open-pit operations, and Mexican underground mining operations. Southern Copper generates the majority of its revenue from the sale of copper and the rest from the sale of non-copper products, such as molybdenum, silver, zinc, lead, and gold. Its geographical segments are The Americas, Europe, and Asia.
Read more on SCCO →