Applied Digital Corporation (APLD)vsTurtle Beach Corporation (TBCH)
APLD
Applied Digital Corporation
$19.41
-4.81%
TECHNOLOGY · Cap: $5.46B
TBCH
Turtle Beach Corporation
$16.49
-0.18%
TECHNOLOGY · Cap: $293.36M
Smart Verdict
WallStSmart Research — data-driven comparison
Applied Digital Corporation generates 193% more annual revenue ($872.25M vs $297.77M). TBCH leads profitability with a -1.1% profit margin vs -53.0%. TBCH appears more attractively valued with a PEG of 0.98. APLD earns a higher WallStSmart Score of 41/100 (D).
APLD
Hold41
out of 100
Grade: D
TBCH
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+27.5%
Fair Value
$24.58
Current Price
$19.41
$5.17 discount
Intrinsic value data unavailable for TBCH.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 322.4% year-over-year
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
0.0% earnings growth
ROE of -11.8% — below average capital efficiency
Negative free cash flow — burning cash
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 1.1% — below average capital efficiency
Revenue declined 0.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : APLD
The strongest argument for APLD centers on Revenue Growth. Revenue growth of 322.4% demonstrates continued momentum.
Bull Case : TBCH
The strongest argument for TBCH centers on PEG Ratio. PEG of 0.98 suggests the stock is reasonably priced for its growth.
Bear Case : APLD
The primary concerns for APLD are PEG Ratio, EPS Growth, Return on Equity. Debt-to-equity of 3.63 is elevated, increasing financial risk.
Bear Case : TBCH
The primary concerns for TBCH are Altman Z-Score, Market Cap, Return on Equity.
Key Dynamics to Monitor
APLD profiles as a hypergrowth stock while TBCH is a turnaround play — different risk/reward profiles.
APLD carries more volatility with a beta of 6.00 — expect wider price swings.
APLD is growing revenue faster at 322.4% — sustainability is the question.
TBCH generates stronger free cash flow (6M), providing more financial flexibility.
Bottom Line
APLD scores higher overall (41/100 vs 37/100) and 322.4% revenue growth. Both earn "Hold" 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 →Turtle Beach Corporation
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Turtle Beach Corporation is an audio technology company in North America, Europe, the Middle East, and the Asia Pacific. The company is headquartered in White Plains, New York.
Visit Website →Compare with Other INFORMATION TECHNOLOGY SERVICES Stocks
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