Verdict: Side-by-side breakdown using the Bull Rankings model. APLD scored 18.1, EPAM scored 79.8 — EPAM leads.
Compare another set
APLD
Applied Digital Corporation
Information Technology Services · Quality-Growth
18.1
$23.68 · $7.2B
fundamentals as of
Score gap
61.7
EPAM leads
EPAM
EPAM Systems, Inc.
Information Technology Services · Quality-Growth
79.8
$113.24 · $5.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
Fastest growthAPLD+167.5%
Strongest balance sheetEPAM0.04
Highest qualityEPAM73 / 100
Largest discount to fair valueEPAM-17%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
APLD
stronger →← stronger
EPAM
12
Qualityreturns · margins · balance sheet
73
100
Growthrevenue & earnings expansion
80
5
Valuevaluation vs sector peers
86
EPAM is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
APLD
EPAM
-$2.8bF
FCF
$483mC
+167.5%A
Rev
+15.4%B+
1.71C
D/E
0.04A-
8.2xC+
P/S
—
1.83C+
PEG
0.61A-
—
P/E
15.4xA-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
APLD
EPAM
—
Price vs fair valuelower is cheaper
17% below
—
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~5%/yr
—
1-yr DCF upside
+5%
—
5-yr DCF upside
+21%
—
10-yr DCF upside
+47%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
APLD
Why this score
Diluting shareholders
EPAM
Why this score
Buying back stock
The companies
APLDApplied Digital Corporation
Information Technology Services · $23.68 · beta 6.00
Why now
Information Technology Services · market cap $7.2b. Down 53% from 52-week high of $50.73 — deep drawdown territory. Revenue growing +167% — in hypergrowth territory. 15 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $64.27 (implying +171% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Free cash flow is negative (-$2.8b) — capital raises or debt issuance likely required; dilution / leverage risk. Currently unprofitable (margin -53.0%) — path to GAAP profitability is the core thesis risk. Down 53% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
EPAMEPAM Systems, Inc.
Information Technology Services · $113.24 · beta 1.39
Why now
Information Technology Services · market cap $5.8b. Down 49% from 52-week high of $222.53 — deep drawdown territory. Revenue growing +15%, comfortably above the S&P median. PEG 0.61 — paying under fair value for the growth rate. 17 sell-side analysts rate this a Buy with a mean 1-yr target of $122.82 (implying +8% upside).
Moat
ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 120% of net income — earnings translate cleanly into cash.
Risk
Down 49% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where APLD and EPAM diverge
On the headline score the gap is 61.7 points in favor of EPAM. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
ValueAPLD 5.0 · EPAM 86.4EPAM +81.4
QualityAPLD 11.8 · EPAM 73.3EPAM +61.5
GrowthAPLD 100.0 · EPAM 80.2APLD +19.8
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is EPAM or APLD the better stock?
EPAM scores higher: EPAM 79.8, APLD 18.1 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do EPAM and APLD differ most?
The widest gap is value, where EPAM leads by 81 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.
How are EPAM and APLD scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.