Applied Digital Corporation vs Schlumberger NV — how do they compare? Applied Digital Corporation trades at $30.4 (market cap $8.90B), while Schlumberger NV trades at $48.2 (market cap $71.40B). The key difference: Schlumberger NV is far larger — about 8× Applied Digital Corporation's market cap, and Schlumberger NV pays a 2.47% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | SLB | |
|---|---|---|
Market Cap | $8.90B | $71.40B |
Sector | Technology | Energy |
52-Week High | $49.65 | $58.01 |
52-Week Low | $9.18 | $31.72 |
Enterprise Value | $10.00B | $79.62B |
Dividend Yield | — | 2.47% |
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.
SLB trades at $47.76, up 1.1% with a bullish technical signal despite recent volatility. The company reported Q1 2026 EPS of $0.52, beating expectations, and maintains strong cash flow from operations at $6.49B. Recent news highlights a seven-year Kuwait contract expansion and digital marketplace launch, supporting growth prospects amid oil price fluctuations.
Outlook: Analyst consensus is bullish with an $62.14 price target (30% upside). Risks include oil price sensitivity and Middle East exposure, but digital transformation and contract wins provide stability. Valuation metrics (P/E 21.04, P/S 1.95) appear reasonable relative to historical performance.
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 →Schlumberger is the largest oilfield service firm in the world, with expertise in myriad disciplines, including reservoir performance, well construction, production enhancement, and more recently, digital solutions. It maintains a reputation as one of the industry's leading innovators, which has earned it dominant share in numerous end markets.
Read more on SLB →