Price movement over the last 24 hours
Applied Digital Corporation vs Waste Management, Inc. — how do they compare? Applied Digital Corporation trades at $30.74 (market cap $8.90B), while Waste Management, Inc. trades at $234.4 (market cap $93.70B). The key difference: Waste Management, Inc. is far larger — about 10.5× Applied Digital Corporation's market cap, and Waste Management, Inc. pays a 1.52% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | WM | |
|---|---|---|
Market Cap | $8.90B | $93.70B |
Sector | Technology | Industrials |
52-Week High | $49.65 | $246.51 |
52-Week Low | $9.18 | $196.77 |
Enterprise Value | $10.00B | $116.43B |
Dividend Yield | — | 1.52% |
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.
WM trades at $233.33, up 0.72% today, showing steady performance near its 52-week high. The stock maintains a bullish technical signal with strong moving average support. Fundamentally, revenue grew to $25.20B in 2025 with a net income margin of 10.99%, though recent quarters show mixed earnings results. Analyst consensus remains positive with a $263.57 price target. The company continues its dividend payments, with the next $0.95 dividend scheduled for June 2026.
Outlook: WM's defensive business model and pricing power provide stability, but elevated valuation ratios (P/E 33.77) pose risks if growth slows. Upside potential exists if the company meets Q2 2026 earnings expectations. Key risks include debt levels and economic sensitivity. Wall Street's strong buy sentiment (57% buy ratings) supports a cautiously optimistic view.
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 →Waste Management ranks as the largest integrated provider of traditional solid waste services in the United States, operating approximately 260 active landfills and about 340 transfer stations. The company serves residential, commercial, and industrial end markets and is also a leading recycler in North America.
Read more on WM →