Price movement over the last 24 hours
Applied Digital Corporation vs S&P Global Inc — how do they compare? Applied Digital Corporation trades at $30.66 (market cap $8.90B), while S&P Global Inc trades at $432.58 (market cap $127.43B). The key difference: S&P Global Inc is far larger — about 14.3× Applied Digital Corporation's market cap, and S&P Global Inc pays a 0.9% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | SPGI | |
|---|---|---|
Market Cap | $8.90B | $127.43B |
Sector | Technology | Financials |
52-Week High | $49.65 | $534.79 |
52-Week Low | $9.18 | $370.42 |
Enterprise Value | $10.00B | $139.39B |
Dividend Yield | — | 0.9% |
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.
S&P Global (SPGI) trades at $430.50, down 0.57% today, with strong fundamentals including 30.36% net income margin and consistent earnings beats. The technical outlook is bullish with support at $426 and resistance at $436. Recent corporate actions include the spin-off of Mobility Global and upcoming Q2 2026 earnings on July 28, 2026.
Outlook remains positive with 85.7% analyst buy ratings and a $531.56 consensus price target implying 23% upside. Risks include interest rate sensitivity and integration of new operating models. Revenue growth and margin expansion support long-term value.
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 →S&P Global provides data and benchmarks to capital and commodity market participants. In 2021 and excluding IHS Markit, S&P Ratings was over 45% of the firm's revenue and over 55% of the firm's operating income. S&P Ratings is the largest credit rating agency in the world. The firm's other segments include Market Intelligence, Indices, and Platts. Market Intelligence provides desktop tools and other data solutions to investment banks, corporations, and other entities. Indices provides benchmarks for financial markets and is monetized through subscriptions, asset-based fees, and transaction-based royalties. Platts provides benchmarks to commodity markets, principally petroleum.
Read more on SPGI →