Applied Digital Corporation (APLD)vsFidelity National Information Services Inc (FIS)
APLD
Applied Digital Corporation
$24.58
-6.96%
TECHNOLOGY · Cap: $8.05B
FIS
Fidelity National Information Services Inc
$38.14
-0.99%
TECHNOLOGY · Cap: $20.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Fidelity National Information Services Inc generates 1896% more annual revenue ($12.20B vs $611.31M). FIS leads profitability with a 27.7% profit margin vs -39.9%. FIS appears more attractively valued with a PEG of 0.22. FIS earns a higher WallStSmart Score of 89/100 (A).
APLD
Hold38
out of 100
Grade: F
FIS
Exceptional Buy89
out of 100
Grade: A
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-48.5%
Fair Value
$18.28
Current Price
$24.58
$6.30 premium
Margin of Safety
+13.1%
Fair Value
$55.57
Current Price
$38.14
$17.43 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 406.6% year-over-year
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 3041.0% YoY
Every $100 of equity generates 21 in profit
Keeps 28 of every $100 in revenue as profit
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
Elevated debt levels
Distress zone — elevated risk
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 : FIS
The strongest argument for FIS centers on PEG Ratio, P/E Ratio, Price/Book. Profitability is solid with margins at 27.7% and operating margin at 20.7%. Revenue growth of 29.1% demonstrates continued momentum.
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 : FIS
The primary concerns for FIS are Debt/Equity, Altman Z-Score.
Key Dynamics to Monitor
APLD profiles as a hypergrowth stock while FIS is a growth 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.
FIS generates stronger free cash flow (238M), providing more financial flexibility.
Bottom Line
FIS scores higher overall (89/100 vs 38/100), backed by strong 27.7% margins and 29.1% revenue growth. Both earn "Exceptional 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 →Fidelity National Information Services Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
FIS is an American Fortune 500 company which offers a wide range of financial products and services. Headquartered in Jacksonville, Florida, FIS employs approximately 63,000 people worldwide. FIS is most known for its development of Financial Technology, or FinTech, and as of Q2 2020 it offers its solutions in three primary segments: Merchant Solutions, Banking Solutions, and Capital Market Solutions.
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