ADI vs APLD
Analog Devices vs Applied Digital Corp. — AI-powered side-by-side comparison
ADI
Analog Devices
68
Buy
VS
APLD
Applied Digital Corp.
57
Watch
| Metric | ADI | APLD |
|---|
| AI Score |
68
|
57
|
| Price |
$385.26
|
$29.70
|
| P/E Ratio |
57.00×
|
-33.36×
|
| ROE |
6.7%
|
-13.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
64.5%
|
22.4%
|
| Debt / Equity |
0.26×
|
2.86×
|
| Dividend Yield |
1.1%
|
0.0%
|
| RSI (14) |
56.9
|
54.0
|
| Beta |
1.212
|
5.767
|
| Expected Upside |
+16.0%
|
—
|
AI Committee View
Current Innellis committee reasoning for ADI versus APLD.
ADI leads by 11 points.
ADI scores 68/100 (Buy) versus APLD at 57/100 (Watch).
ADI Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- Revenue growing 29.8% YoY -- genuine top-line momentum — Growth
- EPS growing 83.2% YoY — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
Bear Case
- P/E of 56.8 is expensive by classic value standards — Value
APLD Committee View
33% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 364.9% yoy -- genuine top-line momentum. Value Analyst remains cautious — price-to-book of 7.7x prices in significant intangible value. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Revenue growing 364.9% YoY -- genuine top-line momentum — Growth
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- Price-to-book of 7.7x prices in significant intangible value — Value
- ROE of only -16.0% -- cheap may mean cheap for a reason — Value
- Debt-to-equity of 2.83 adds balance-sheet risk to the value case — Value