Applied Digital Corporation (APLD)vsCognizant Technology Solutions Corp Class A (CTSH)
APLD
Applied Digital Corporation
$25.93
-2.88%
TECHNOLOGY · Cap: $7.25B
CTSH
Cognizant Technology Solutions Corp Class A
$62.07
+0.84%
TECHNOLOGY · Cap: $29.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Cognizant Technology Solutions Corp Class A generates 7896% more annual revenue ($21.11B vs $263.99M). CTSH leads profitability with a 10.6% profit margin vs -47.3%. CTSH appears more attractively valued with a PEG of 1.02. CTSH earns a higher WallStSmart Score of 71/100 (B).
APLD
Avoid34
out of 100
Grade: F
CTSH
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for APLD.
Margin of Safety
+63.1%
Fair Value
$192.25
Current Price
$62.07
$130.18 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 250.1% year-over-year
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 22.1% YoY
Areas to Watch
Expensive relative to growth rate
0.0% earnings growth
Elevated debt levels
Weak financial health signals
4.9% revenue growth
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : APLD
The strongest argument for APLD centers on Revenue Growth. Revenue growth of 250.1% demonstrates continued momentum.
Bull Case : CTSH
The strongest argument for CTSH centers on P/E Ratio, Price/Book, EPS Growth. PEG of 1.02 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 1.80 is elevated, increasing financial risk.
Bear Case : CTSH
The primary concerns for CTSH are Revenue Growth, Piotroski F-Score.
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 7.34 — expect wider price swings.
APLD is growing revenue faster at 250.1% — sustainability is the question.
CTSH generates stronger free cash flow (781M), providing more financial flexibility.
Bottom Line
CTSH scores higher overall (71/100 vs 34/100). Both earn "Strong Buy" and "Avoid" 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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