Applied Digital Corporation (APLD)vsBroadridge Financial Solutions Inc (BR)
APLD
Applied Digital Corporation
$19.41
-4.81%
TECHNOLOGY · Cap: $5.46B
BR
Broadridge Financial Solutions Inc
$178.14
+0.66%
TECHNOLOGY · Cap: $19.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadridge Financial Solutions Inc generates 757% more annual revenue ($7.48B vs $872.25M). BR leads profitability with a 15.0% profit margin vs -53.0%. APLD appears more attractively valued with a PEG of 1.83. BR earns a higher WallStSmart Score of 64/100 (C+).
APLD
Hold41
out of 100
Grade: D
BR
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+27.5%
Fair Value
$24.58
Current Price
$19.41
$5.17 discount
Margin of Safety
-17.2%
Fair Value
$142.97
Current Price
$178.13
$35.16 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 322.4% year-over-year
Every $100 of equity generates 40 in profit
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 322.4% demonstrates continued momentum.
Bull Case : BR
The strongest argument for BR centers on Return on Equity, Operating Margin.
Bear Case : APLD
The primary concerns for APLD are PEG Ratio, EPS Growth, Return on Equity. Debt-to-equity of 3.63 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 6.00 — expect wider price swings.
APLD is growing revenue faster at 322.4% — sustainability is the question.
BR generates stronger free cash flow (679M), providing more financial flexibility.
Bottom Line
BR scores higher overall (64/100 vs 41/100). APLD offers better value entry with a 27.5% margin of safety. 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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