Applied Digital Corporation vs WD 40 Company — how do they compare? Applied Digital Corporation trades at $30.87 (market cap $8.37B), while WD 40 Company trades at $233.59 (market cap $3.15B). The key difference: Applied Digital Corporation is far larger — about 2.7× WD 40 Company's market cap, and WD 40 Company pays a 1.74% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | WDFC | |
|---|---|---|
Market Cap | $8.37B | $3.15B |
Sector | Technology | Technology |
52-Week High | $49.65 | $264.91 |
52-Week Low | $13.89 | $187.52 |
Enterprise Value | $11.87B | $3.20B |
Dividend Yield | — | 1.74% |
Signals from Pluang's Aura AI — not financial advice
Applied Digital (APLD) trades at $29.22, up 1.25% with bearish technical signals despite unanimous analyst buy ratings. The company shows explosive revenue growth with Q4 2026 revenue surging 407% to $258.7M but continues posting significant losses with negative profit margins. Recent news highlights $36 billion in contracted AI infrastructure revenue and insider selling activity.
While analyst consensus targets $72.36 (147% upside), the stock faces execution risks from massive capital expenditures, negative cash flow, and challenging profitability metrics. The AI infrastructure build-out offers substantial growth potential but requires careful monitoring of financing needs and construction timelines.
WDFC trades at $234.93, up 1.61% today, with a bullish technical outlook supported by moving averages but neutral oscillators. Recent Q2 2026 earnings beat expectations at $2.33 EPS, though Q4 2025 missed. The company maintains strong profitability with a 55.82% gross margin and 13.22% net margin, while valuation ratios like P/E of 35.64 suggest a premium. A quarterly dividend of $1.02 was declared, payable July 31, 2026.
Outlook is mixed: solid brand strength and cash flow support growth, but high input costs pressure margins. Risks include competitive threats and valuation concerns. Analyst consensus is cautious with 71.42% hold ratings. Upside hinges on margin stability and execution of clear growth strategies amid economic uncertainties.
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 →WD-40 Company is a global marketing organization dedicated to creating 'positive lasting memories' by developing and selling products that solve maintenance and cleaning problems. Built around the legendary WD-40 Multi-Use Product, the company operates an asset-light business model, focusing on brand management and innovation while utilizing a network of contract manufacturers to deliver solutions across the Americas, EIMEA, and Asia-Pacific.
Read more on WDFC →