Applied Digital (APLD) vs Aurora Innovation (AUR)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Aurora Innovation (AUR) has outperformed Applied Digital (APLD) over the past year, gaining 5.9% versus a loss of 12.8%. Aurora Innovation is the larger company by market cap ($11.48 billion vs $7.14 billion), about 1.6 times the size. Applied Digital converts more of its revenue into profit, with a net margin of -30.2% versus -27200.0%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | APLD | AUR |
|---|---|---|
| Share price | $23.85 | $5.73 |
| Market cap | $7.14B | $11.48B |
| 1-day change | +0.17% | +0.17% |
| YTD return | -2.90% | +48.96% |
| 1-year return | -12.78% | +5.93% |
| 5-year return | — | -42.63% |
| EPS (TTM) | $-0.91 | $-0.46 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $611.31M | $3.00M |
| Revenue growth (YoY) | +167.45% | — |
| Net income (latest FY) | $-184.34M | $-816.00M |
| Gross margin | 35.08% | -466.67% |
| Operating margin | -38.68% | -30033.33% |
| Net margin | -30.15% | -27200.00% |
| 52-week high | $50.73 | $8.57 |
| 52-week low | $19.01 | $3.60 |
| Distance from 52-week high | -52.98% | -33.10% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +174.09% | +110.30% |
| Average volume | 18.15M | 28.81M |
| Shares outstanding | 299.17M | 1.71B |
| Employees | 256 | 1,900 |
| Sector | Technology | Technology |
| Industry | EDP Services | EDP Services |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- AUR has outperformed APLD by 18.7 percentage points over the past year.
- Applied Digital is more profitable, keeping -30.2 cents of every revenue dollar as net income versus -27200.0 cents for Aurora Innovation.
About Applied Digital
APLD stock →Applied Digital Corporation designs, develops, and operates digital infrastructure solutions to high-performance computing (HPC) and artificial intelligence industries in North America. It operates through: Data Center Hosting, and HPC Hosting Business.
Technology · EDP Services · 256 employees
About Aurora Innovation
AUR stock →Aurora Innovation, Inc. engages in the self-driving technology business in the United States.
Technology · EDP Services · 1,900 employees
APLD vs AUR FAQ
Which is bigger, Applied Digital or Aurora Innovation?
Aurora Innovation (AUR) is larger, with a market capitalization of $11.48B compared with $7.14B for Applied Digital (APLD).
Which stock has performed better over the past year, APLD or AUR?
AUR returned +5.93% over the past 12 months, compared with -12.78% for APLD (price return, excluding dividends). Past performance does not predict future results.
Are Applied Digital and Aurora Innovation in the same industry?
Yes. Both are classified in the EDP Services industry within the Technology sector.