APLD vs CDW

Applied Digital Corporation and CDW Corporation, both Technology

CDW Corporation is the larger company at $16B against $13B. Over the past year APLD returned +89% against -13% for CDW. Ryufin's sector-relative Smart Score puts CDW ahead, 9/10 against 7/10.

Applied Digital Corporation and CDW Corporationcompared on valuation, return and Ryufin’s Smart Score
FigureAPLDCDW
Last close$26.88$141
Market cap$13B$16B
Trailing P/Elower is cheaper for the same earnings, not automatically bettern/a17.2
Dividend yieldn/a1.8%
1-year return+89%-13%
5-year returnn/a-18%
Ryufin Smart Scoresector-relative, 1–107/109/10

Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.

Applied Digital Corporation

Revenue of $127M in Q3 2026, net income null. Its largest reported line is HPC Hosting Business, 56% of the disclosed total.

CDW Corporation

Revenue of $5.7B in Q1 2026, net income $235M. Its largest reported line is Notebooks Mobile Devices, 27% of the disclosed total.

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