Applied Digital Corporation vs Zillow Group Inc Class A — how do they compare? Applied Digital Corporation trades at $30.55 (market cap $8.90B), while Zillow Group Inc Class A trades at $32.38 (market cap $7.36B). The key difference: Applied Digital Corporation is the larger of the two by market cap, and Applied Digital Corporation is trading nearer its 52-week high, Zillow Group Inc Class A nearer its low. Which is the better fit depends on your goals.
| APLD | ZG | |
|---|---|---|
Market Cap | $8.90B | $7.36B |
Sector | Technology | Media |
52-Week High | $49.65 | $86.76 |
52-Week Low | $9.18 | $29.14 |
Enterprise Value | $10.00B | $7.00B |
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.
Zillow Group (ZG) trades at $32.00, down 3.64% on the day, with a neutral technical signal and mixed earnings history. The company reported a return to profitability in 2025 with net income of $23 million, though valuation ratios like a P/E of 128 remain elevated. Recent news highlights multiple securities class action lawsuits filed against the company, creating investor uncertainty.
The outlook is cautiously optimistic given analyst consensus targets near $57.80, but risks from litigation and competitive pressures in the real estate tech sector warrant attention. Revenue growth and execution on profitability targets are key catalysts for stock performance.
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 →Zillow Group is an Internet-based real estate company that has historically focused on deriving ad revenue from third-party brokers on online marketplaces such as Zillow.com, Trulia, and HotPads. More recently it has shifted its focus to iBuying via the Zillow Offers platform.
Read more on ZG →