Applied Digital (APLD) vs Ingram Micro (INGM)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Ingram Micro (INGM) has outperformed Applied Digital (APLD) over the past year, gaining 31.0% versus a loss of 12.8%. Applied Digital is the larger company by market cap ($7.12 billion vs $6.36 billion), about 1.1 times the size. Ingram Micro pays a dividend yielding 1.17%, while Applied Digital does not currently pay one.
Ingram Micro converts more of its revenue into profit, with a net margin of 0.6% 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 | INGM |
|---|---|---|
| Share price | $23.81 | $27.65 |
| Market cap | $7.12B | $6.36B |
| 1-day change | -6.04% | -1.85% |
| YTD return | -2.90% | +29.57% |
| 1-year return | -12.78% | +31.04% |
| P/E ratio (TTM) | — | 15.11 |
| Forward P/E | — | 7.37 |
| EPS (TTM) | $-0.91 | $1.83 |
| Dividend yield | 0.00% | 1.17% |
| Annual dividend | $0.00 | $0.324 |
| Revenue (latest FY) | $611.31M | $52.56B |
| Revenue growth (YoY) | +167.45% | +9.53% |
| Net income (latest FY) | $-184.34M | $327.88M |
| Gross margin | 35.08% | 6.67% |
| Operating margin | -38.68% | 1.67% |
| Net margin | -30.15% | 0.62% |
| 52-week high | $50.73 | $31.69 |
| 52-week low | $19.01 | $19.03 |
| Distance from 52-week high | -53.06% | -12.75% |
| Analyst consensus | strong_buy | none |
| Avg. price target upside | +174.55% | +17.97% |
| Average volume | 17.69M | 1.50M |
| Shares outstanding | 299.17M | 230.04M |
| Employees | 256 | 22,200 |
| Sector | Technology | Technology |
| Industry | EDP Services | Retail: Computer Software & Peripheral Equipment |
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
- INGM has outperformed APLD by 43.8 percentage points over the past year.
- Ingram Micro offers a meaningfully higher dividend yield (1.17% vs 0.00%).
- Ingram Micro is more profitable, keeping 0.6 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 +9.53%).
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 Ingram Micro
INGM stock →Ingram Micro Holding Corporation, through its subsidiaries, distributes information technology (IT) products, cloud, and other services in North America, Europe, the Middle East, Africa, the Asia-Pacific, and Latin America. The company offers client and endpoint solutions, including desktop personal computers, notebooks, tablets, printers, hard drives, motherboards, video cards, application software, peripherals, accessories, phones, tablets, smart and feature phones, mobile phone accessories, wearables, and mobility software for corporate and individual end users.
Technology · Retail: Computer Software & Peripheral Equipment · 22,200 employees
APLD vs INGM FAQ
Which is bigger, Applied Digital or Ingram Micro?
Applied Digital (APLD) is larger, with a market capitalization of $7.12B compared with $6.36B for Ingram Micro (INGM).
Which stock has performed better over the past year, APLD or INGM?
INGM returned +31.04% over the past 12 months, compared with -12.78% for APLD (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Applied Digital or Ingram Micro?
Ingram Micro pays a dividend yielding 1.17%, while Applied Digital does not currently pay a regular dividend.
Are Applied Digital and Ingram Micro in the same industry?
Both are in the Technology sector, but in different industries: EDP Services for Applied Digital and Retail: Computer Software & Peripheral Equipment for Ingram Micro.