Applied Digital (APLD) vs GDS (GDS)
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 GDS (GDS) over the past year, losing 12.8% versus a loss of 15.7%. Applied Digital is the larger company by market cap ($7.12 billion vs $6.34 billion), about 1.1 times the size.
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 | GDS |
|---|---|---|
| Share price | $23.81 | $31.63 |
| Market cap | $7.12B | $6.34B |
| 1-day change | -6.04% | +1.93% |
| YTD return | -2.90% | -9.37% |
| 1-year return | -12.78% | -15.65% |
| 5-year return | — | -45.50% |
| P/E ratio (TTM) | — | 14.44 |
| EPS (TTM) | $-0.91 | $2.19 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $611.31M | — |
| Revenue growth (YoY) | +167.45% | — |
| Net income (latest FY) | $-184.34M | — |
| Gross margin | 35.08% | — |
| Operating margin | -38.68% | — |
| Net margin | -30.15% | — |
| 52-week high | $50.73 | $48.61 |
| 52-week low | $19.01 | $26.97 |
| Distance from 52-week high | -53.06% | -34.93% |
| Analyst consensus | strong_buy | strong_buy |
| Avg. price target upside | +174.55% | +58.96% |
| Average volume | 17.68M | 1.59M |
| Shares outstanding | 299.17M | 194.93M |
| Employees | 256 | 2,434 |
| Sector | Technology | Technology |
| Industry | EDP Services | Computer Software: Programming Data Processing |
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.
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 GDS
GDS stock →GDS Holdings Limited, together with its subsidiaries, engages in the development and operation of data centers in the People's Republic of China. It provides colocation services comprising critical facilities space, customer-available power, racks, and cooling; managed hosting services, including business continuity and disaster recovery, network management, data storage, system security, operating system, database, and server middleware services; managed cloud services; and consulting services.
Technology · Computer Software: Programming Data Processing · 2,434 employees
APLD vs GDS FAQ
Which is bigger, Applied Digital or GDS?
Applied Digital (APLD) is larger, with a market capitalization of $7.12B compared with $6.34B for GDS (GDS).
Which stock has performed better over the past year, APLD or GDS?
APLD returned -12.78% over the past 12 months, compared with -15.65% for GDS (price return, excluding dividends). Past performance does not predict future results.
Are Applied Digital and GDS in the same industry?
Both are in the Technology sector, but in different industries: EDP Services for Applied Digital and Computer Software: Programming Data Processing for GDS.