Compare Applied Digital Corporation (APLD) vs Vertiv Holdings Co (VRT) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Applied Digital Corporation vs Vertiv Holdings Co — how do they compare? Applied Digital Corporation trades at $29.84 (market cap $8.90B), while Vertiv Holdings Co trades at $312.72 (market cap $122.48B). The key difference: Vertiv Holdings Co is far larger — about 13.8× Applied Digital Corporation's market cap, and Vertiv Holdings Co pays a 0.08% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | VRT | |
|---|---|---|
Market Cap | $8.90B | $122.48B |
Sector | Technology | Technology |
52-Week High | $49.65 | $376.23 |
52-Week Low | $9.18 | $121.82 |
Enterprise Value | $10.00B | $123.24B |
Dividend Yield | — | 0.08% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
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.
VRT trades at $318.86, down 1.56% today, but maintains a bullish technical stance with strong support at $318. The company reported robust earnings beats in recent quarters, with Q1 2026 EPS of $1.17 exceeding the $1.00 estimate. Revenue growth is solid, projected to rise from $10.23B in 2025 to $10.8B in 2026, while net income margins expand from 13.02% to 14.37%.
Outlook remains positive driven by AI infrastructure demand, though premium valuations (P/E 80.12) pose risks. Analyst consensus is strongly bullish with a $395.23 price target. Key risks include execution challenges in capacity expansion and competitive pressures in the cooling solutions market.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Applied Digital Corporation
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 →About Vertiv Holdings Co
Vertiv is a global leader in critical digital infrastructure, providing essential power, cooling, and IT management solutions for data centers, communication networks, and industrial facilities. As the primary provider of advanced thermal management and liquid cooling systems, Vertiv is a central player in the AI revolution, enabling the extreme density and power requirements of next-generation GPU-driven computing.
Read more on VRT →
