Applied Digital Corporation vs ZIM Integrated Shipping Services Ltd — how do they compare? Applied Digital Corporation trades at $31.27 (market cap $8.55B), while ZIM Integrated Shipping Services Ltd trades at $25.31 (market cap $2.96B). The key difference: Applied Digital Corporation is far larger — about 2.9× ZIM Integrated Shipping Services Ltd's market cap, and ZIM Integrated Shipping Services Ltd pays a 20.16% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| APLD | ZIM | |
|---|---|---|
Market Cap | $8.55B | $2.96B |
Sector | Technology | Industrials |
52-Week High | $49.65 | $29.27 |
52-Week Low | $13.89 | $12.44 |
Enterprise Value | $12.06B | $6.81B |
Dividend Yield | — | 20.16% |
Signals from Pluang's Aura AI — not financial advice
APLD trades at $31.15, up 7.19% today, with a neutral technical signal and bearish moving averages. The company reported a net loss of $231.07M in 2025 despite revenue growth, but has a $36B contracted AI infrastructure pipeline. Analyst consensus is unanimously bullish with a $72.36 price target, though recent insider selling and negative cash flow from operations highlight near-term risks.
The outlook hinges on execution of its AI data center build-out, with projected revenue surging to $611M in 2026. Investment opportunity lies in the massive contracted backlog, but risks include high debt, negative margins, and reliance on capital markets for funding expansion.
ZIM trades at $25.27, up 0.24% on the day, amid a bearish technical signal and mixed earnings history. The company reported a net income of $479.20 million in 2025, but profitability is expected to decline sharply in 2026. Recent news highlights uncertainty around a potential merger with Hapag-Lloyd and pressure from lower freight rates.
The outlook is cautious, with analysts evenly split between hold and sell ratings and a consensus price target of $16.75, well below the current price. Key risks include regulatory hurdles for the merger, volatile shipping rates, and declining earnings. Upside depends on successful deal execution or improved operational 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 →ZIM is a global container liner shipping company that employs a 'global-niche' strategy, focusing on specific trade lanes where it holds a competitive advantage. Unlike larger, asset-heavy competitors, ZIM operates an agile, charter-intensive fleet, allowing it to rapidly adjust capacity to market demand while prioritizing digitalization and specialized cargo like refrigerated (reefer) goods.
Read more on ZIM →