APLD vs TEL
Applied Digital Corp. vs TE Connectivity — AI-powered side-by-side comparison
APLD
Applied Digital Corp.
57
Watch
VS
TEL
TE Connectivity
67
Buy
| Metric | APLD | TEL |
|---|
| AI Score |
57
|
67
|
| Price |
$29.70
|
$218.62
|
| P/E Ratio |
-33.36×
|
21.25×
|
| ROE |
-13.7%
|
14.6%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
22.4%
|
35.4%
|
| Debt / Equity |
2.86×
|
0.43×
|
| Dividend Yield |
0.0%
|
1.3%
|
| RSI (14) |
54.0
|
58.9
|
| Beta |
5.767
|
1.162
|
| Expected Upside |
—
|
+4.3%
|
AI Committee View
Current Innellis committee reasoning for APLD versus TEL.
TEL leads by 10 points.
TEL scores 67/100 (Buy) versus APLD at 57/100 (Watch).
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
TEL Committee View
60% agreement
5 analysts
Positive signals support the current rating — eps growing 111.1% yoy. The committee sees sufficient evidence to maintain the constructive view.
Bull Case
- ROE of 23.2% shows genuine earnings power backing the valuation — Value
- EPS growing 111.1% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — Growth
Bear Case
- Price-to-book of 5.1x prices in significant intangible value — Value