Applied Digital Corporation (APLD)vsFidelity National Information Services Inc (FIS)
APLD
Applied Digital Corporation
$25.93
-2.88%
TECHNOLOGY · Cap: $7.25B
FIS
Fidelity National Information Services Inc
$49.79
+1.08%
TECHNOLOGY · Cap: $25.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Fidelity National Information Services Inc generates 3945% more annual revenue ($10.68B vs $263.99M). FIS leads profitability with a 3.6% profit margin vs -47.3%. FIS appears more attractively valued with a PEG of 0.28. FIS earns a higher WallStSmart Score of 67/100 (B-).
APLD
Avoid34
out of 100
Grade: F
FIS
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for APLD.
Margin of Safety
-39.5%
Fair Value
$34.63
Current Price
$49.79
$15.16 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 250.1% year-over-year
Growing faster than its price suggests
Earnings expanding 88.1% YoY
Reasonable price relative to book value
Strong operational efficiency at 24.6%
Areas to Watch
Expensive relative to growth rate
0.0% earnings growth
Elevated debt levels
Weak financial health signals
ROE of 2.6% — below average capital efficiency
3.6% margin — thin
Premium valuation, high expectations priced in
Distress zone — elevated risk
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 : FIS
The strongest argument for FIS centers on PEG Ratio, EPS Growth, Price/Book. PEG of 0.28 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 : FIS
The primary concerns for FIS are Return on Equity, Profit Margin, P/E Ratio. A P/E of 67.3x leaves little room for execution misses. Thin 3.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
APLD profiles as a hypergrowth stock while FIS 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.
FIS generates stronger free cash flow (779M), providing more financial flexibility.
Bottom Line
FIS scores higher overall (67/100 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 →Fidelity National Information Services Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
FIS is an American Fortune 500 company which offers a wide range of financial products and services. Headquartered in Jacksonville, Florida, FIS employs approximately 63,000 people worldwide. FIS is most known for its development of Financial Technology, or FinTech, and as of Q2 2020 it offers its solutions in three primary segments: Merchant Solutions, Banking Solutions, and Capital Market Solutions.
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