Applied Digital Corporation vs UnitedHealth Group Inc — how do they compare? Applied Digital Corporation trades at $29.94 (market cap $8.90B), while UnitedHealth Group Inc trades at $430 (market cap $385.62B). The key difference: UnitedHealth Group Inc is far larger — about 43.3× Applied Digital Corporation's market cap, and UnitedHealth Group Inc pays a 2.19% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | UNH | |
|---|---|---|
Market Cap | $8.90B | $385.62B |
Sector | Technology | Health |
52-Week High | $49.65 | $431.68 |
52-Week Low | $9.18 | $237.77 |
Enterprise Value | $10.00B | $432.30B |
Dividend Yield | — | 2.19% |
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.
UnitedHealth Group (UNH) trades at $424.62, down 1.64% on the day, slightly above the analyst consensus price target of $423.18. The stock shows bullish technical signals with strong moving average support and recent earnings beats in three consecutive quarters. Revenue has grown consistently from $322.1B in 2022 to $447.6B in 2025, though net income margin has compressed from 6.24% to 2.69% over the same period. Recent news highlights strategic moves to reduce pediatric prior authorizations and ongoing shareholder returns through dividends and buybacks.
Outlook remains positive with 82.7% analyst buy ratings and strong institutional support, driven by aging demographics and healthcare innovation. Key risks include regulatory scrutiny (Massachusetts Medicaid lawsuit filed May 29, 2026), margin pressure from rising costs, and increasing debt levels. The current P/E of 31.97 appears elevated relative to historical norms, suggesting valuation sensitivity to earnings growth.
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 →UnitedHealth Group is one of the largest private health insurers, providing medical benefits to 50 million members globally, including 5 million outside the U.S. at the end of 2021. As a leader in employer-sponsored, self-directed, and government-backed insurance plans, UnitedHealth has obtained massive scale in managed care. Along with its insurance assets, UnitedHealth's continued investments in its Optum franchises have created a healthcare services colossus that spans everything from medical and pharmaceutical benefits to providing outpatient care and analytics to both affiliated and third-party customers.
Read more on UNH →