Applied Digital Corporation (APLD)vsCognizant Technology Solutions Corp Class A (CTSH)
APLD
Applied Digital Corporation
$44.15
+2.97%
TECHNOLOGY · Cap: $12.20B
CTSH
Cognizant Technology Solutions Corp Class A
$53.21
-0.36%
TECHNOLOGY · Cap: $24.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Cognizant Technology Solutions Corp Class A generates 6605% more annual revenue ($21.41B vs $319.26M). CTSH leads profitability with a 10.4% profit margin vs -59.5%. CTSH appears more attractively valued with a PEG of 0.85. CTSH earns a higher WallStSmart Score of 67/100 (B-).
APLD
Hold37
out of 100
Grade: F
CTSH
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for APLD.
Margin of Safety
+73.8%
Fair Value
$270.97
Current Price
$53.21
$217.76 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 139.3% year-over-year
Attractively priced relative to earnings
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
0.0% earnings growth
Elevated debt levels
Weak financial health signals
3.6% earnings growth
Comparative Analysis Report
WallStSmart ResearchBull Case : APLD
The strongest argument for APLD centers on Revenue Growth. Revenue growth of 139.3% demonstrates continued momentum.
Bull Case : CTSH
The strongest argument for CTSH centers on P/E Ratio, Debt/Equity, Altman Z-Score. PEG of 0.85 suggests the stock is reasonably priced for its growth.
Bear Case : APLD
The primary concerns for APLD are PEG Ratio, EPS Growth, Debt/Equity. Debt-to-equity of 1.79 is elevated, increasing financial risk.
Bear Case : CTSH
The primary concerns for CTSH are EPS Growth.
Key Dynamics to Monitor
APLD profiles as a hypergrowth stock while CTSH is a value play — different risk/reward profiles.
APLD carries more volatility with a beta of 5.64 — expect wider price swings.
APLD is growing revenue faster at 139.3% — sustainability is the question.
CTSH generates stronger free cash flow (198M), providing more financial flexibility.
Bottom Line
CTSH scores higher overall (67/100 vs 37/100). Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Applied Digital Corporation
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Applied Blockchain, Inc. is engaged in crypto mining and co-hosting operations. The company is headquartered in Dallas, Texas.
Visit Website →Cognizant Technology Solutions Corp Class A
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Cognizant is an American multinational technology company that provides business consulting, information technology and outsourcing services. It is headquartered in Teaneck, New Jersey, United States.
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