Applied Digital Corporation vs Sanofi SA — how do they compare? Applied Digital Corporation trades at $29.95 (market cap $8.90B), while Sanofi SA trades at $43.89 (market cap $103.90B). The key difference: Sanofi SA is far larger — about 11.7× Applied Digital Corporation's market cap, and Sanofi SA pays a 5.56% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | SNY | |
|---|---|---|
Market Cap | $8.90B | $103.90B |
Sector | Technology | Health |
52-Week High | $49.65 | $52.34 |
52-Week Low | $9.18 | $41.33 |
Enterprise Value | $10.00B | $120.39B |
Dividend Yield | — | 5.56% |
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.
SNY trades at $43.50, down 0.91% today, with a bullish technical signal supported by moving averages. The company shows strong fundamentals with Q1 2026 EPS beating expectations at $1.10 vs. $1.06 expected, and maintains robust profitability with 71.92% gross margin and 15.95% net margin. Recent FDA approval for Sarclisa's subcutaneous formulation provides growth catalyst.
SNY presents a compelling investment case with solid earnings performance and pipeline advancements, though regulatory scrutiny in Europe and patent expiration risks for key drug Dupixent in 2031 warrant monitoring. Analyst consensus leans positive with 44% buy ratings, supporting a constructive outlook for long-term investors.
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 →Sanofi develops and markets drugs with a concentration in oncology, immunology, cardiovascular disease, diabetes, and vaccines. However, the company's decision in late 2019 to pull back from the cardio-metabolic area will likely reduce the firm's footprint in this large therapeutic area. The company offers a diverse array of drugs with its highest revenue generator, Dupixent, representing just over 10% of total sales, but profits are shared with Regeneron. About 30% of total revenue comes from the United States and 25% from Europe. Emerging markets represent the majority of the remainder of revenue.
Read more on SNY →