Applied Digital (APLD) vs EPAM Systems (EPAM)
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 EPAM Systems (EPAM) over the past year, losing 12.8% versus a loss of 27.7%. Applied Digital is the larger company by market cap ($7.12 billion vs $5.59 billion), about 1.3 times the size. EPAM Systems converts more of its revenue into profit, with a net margin of 6.9% versus -30.2%.
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 | EPAM |
|---|---|---|
| Share price | $23.81 | $108.32 |
| Market cap | $7.12B | $5.59B |
| 1-day change | -6.04% | -0.91% |
| YTD return | -2.90% | -47.13% |
| 1-year return | -12.78% | -27.72% |
| 5-year return | — | -82.50% |
| P/E ratio (TTM) | — | 14.84 |
| Forward P/E | — | 7.70 |
| EPS (TTM) | $-0.91 | $7.30 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $611.31M | $5.46B |
| Revenue growth (YoY) | +167.45% | +15.42% |
| Net income (latest FY) | $-184.34M | $377.68M |
| Gross margin | 35.08% | 28.83% |
| Operating margin | -38.68% | 9.53% |
| Net margin | -30.15% | 6.92% |
| 52-week high | $50.73 | $222.53 |
| 52-week low | $19.01 | $73.06 |
| Distance from 52-week high | -53.06% | -51.32% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +174.55% | +13.39% |
| Average volume | 17.68M | 1.37M |
| Shares outstanding | 299.17M | 51.59M |
| Employees | 256 | 62,850 |
| 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
- APLD has outperformed EPAM by 14.9 percentage points over the past year.
- EPAM Systems is more profitable, keeping 6.9 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 +15.42%).
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 EPAM Systems
EPAM stock →EPAM Systems, Inc. provides digital platform engineering and software development services worldwide.
Technology · EDP Services · 62,850 employees
APLD vs EPAM FAQ
Which is bigger, Applied Digital or EPAM Systems?
Applied Digital (APLD) is larger, with a market capitalization of $7.12B compared with $5.59B for EPAM Systems (EPAM).
Which stock has performed better over the past year, APLD or EPAM?
APLD returned -12.78% over the past 12 months, compared with -27.72% for EPAM (price return, excluding dividends). Past performance does not predict future results.
Are Applied Digital and EPAM Systems in the same industry?
Yes. Both are classified in the EDP Services industry within the Technology sector.