MetaCap

Applied Digital (APLD) vs Bilibili (BILI)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.

Summary

Applied Digital (APLD) has outperformed Bilibili (BILI) over the past year, losing 12.8% versus a loss of 46.3%. Applied Digital is the larger company by market cap ($6.89 billion vs $6.07 billion), about 1.1 times the size. Bilibili converts more of its revenue into profit, with a net margin of 3.9% versus -30.2%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

APLD-12.78%BILI-46.25%
+88%+17%-55%
Oct 7, 20251 yearOct 7, 2026
APLD+398.12%BILI-40.18%
+938%+405%-128%
Apr 11, 20225 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

APLD versus BILI key metrics
MetricAPLDBILI
Share price$23.03$14.74
Market cap$6.89B$6.07B
1-day change-3.29%-1.21%
YTD return-2.90%-39.32%
1-year return-12.78%-46.25%
5-year return—-78.71%
P/E ratio (TTM)—28.90
Forward P/E—11.44
EPS (TTM)$-0.91$0.51
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
Revenue (latest FY)$611.31M$4.34B
Revenue growth (YoY)+167.45%+18.06%
Net income (latest FY)$-184.34M$170.67M
Gross margin35.08%36.62%
Operating margin-38.68%3.71%
Net margin-30.15%3.93%
52-week high$50.73$36.40
52-week low$19.01$14.32
Distance from 52-week high-54.60%-59.51%
Analyst consensusstrong_buystrong_buy
Avg. price target upside+183.88%+79.58%
Average volume18.15M2.82M
Shares outstanding299.17M332.23M
Employees2568,287
SectorTechnologyTechnology
IndustryEDP ServicesEDP 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

  • APLD has outperformed BILI by 33.5 percentage points over the past year.
  • Bilibili is more profitable, keeping 3.9 cents of every revenue dollar as net income versus -30.2 cents for Applied Digital.
  • Applied Digital grew revenue faster in its latest fiscal year (+167.45% vs +18.06%).

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 Bilibili

BILI stock →

Bilibili Inc. provides online entertainment services for the young generations in the People's Republic of China.

Technology · EDP Services · 8,287 employees

APLD vs BILI FAQ

Which is bigger, Applied Digital or Bilibili?

Applied Digital (APLD) is larger, with a market capitalization of $6.89B compared with $6.07B for Bilibili (BILI).

Which stock has performed better over the past year, APLD or BILI?

APLD returned -12.78% over the past 12 months, compared with -46.25% for BILI (price return, excluding dividends). Past performance does not predict future results.

Are Applied Digital and Bilibili in the same industry?

Yes. Both are classified in the EDP Services industry within the Technology sector.

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