Applied Digital Corporation (APLD)vsBroadridge Financial Solutions Inc (BR)
APLD
Applied Digital Corporation
$26.42
+2.48%
TECHNOLOGY · Cap: $8.05B
BR
Broadridge Financial Solutions Inc
$167.74
-0.30%
TECHNOLOGY · Cap: $19.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadridge Financial Solutions Inc generates 1123% more annual revenue ($7.48B vs $611.31M). BR leads profitability with a 15.0% profit margin vs -39.9%. APLD appears more attractively valued with a PEG of 1.83. BR earns a higher WallStSmart Score of 62/100 (C+).
APLD
Hold38
out of 100
Grade: F
BR
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-48.5%
Fair Value
$18.28
Current Price
$26.42
$8.14 premium
Margin of Safety
-20.1%
Fair Value
$139.57
Current Price
$167.74
$28.17 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 406.6% year-over-year
Every $100 of equity generates 40 in profit
Attractively priced relative to earnings
Strong operational efficiency at 24.6%
Areas to Watch
Expensive relative to growth rate
0.0% earnings growth
ROE of -11.8% — below average capital efficiency
Negative free cash flow — burning cash
Expensive relative to growth rate
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : APLD
The strongest argument for APLD centers on Revenue Growth. Revenue growth of 406.6% demonstrates continued momentum.
Bull Case : BR
The strongest argument for BR centers on Return on Equity, P/E Ratio, Operating Margin.
Bear Case : APLD
The primary concerns for APLD are PEG Ratio, EPS Growth, Return on Equity. Debt-to-equity of 2.86 is elevated, increasing financial risk.
Bear Case : BR
The primary concerns for BR are PEG Ratio, Debt/Equity.
Key Dynamics to Monitor
APLD profiles as a hypergrowth stock while BR is a value play — different risk/reward profiles.
APLD carries more volatility with a beta of 5.73 — expect wider price swings.
APLD is growing revenue faster at 406.6% — sustainability is the question.
BR generates stronger free cash flow (679M), providing more financial flexibility.
Bottom Line
BR scores higher overall (62/100 vs 38/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Applied Digital Corporation
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Applied Blockchain, Inc. is engaged in crypto mining and co-hosting operations. The company is headquartered in Dallas, Texas.
Visit Website →Broadridge Financial Solutions Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Broadridge Financial Solutions is a public corporate services company founded in 2007 as a spin-off from Automatic Data Processing. The main business of Broadridge is as a service provider supplying public companies with proxy statements, annual reports and other financial documents, and shareholder communications solutions, such as virtual annual meetings.
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