COMPARE · Data as of August 21, 2026
APLD vs G
Verdict: Side-by-side breakdown using the Bull Rankings model. APLD scored 30.5, G scored 76.1 — G leads.
Compare another set
APLD
Applied Digital Corporation
30.5
$27.21 · $7.7B
fundamentals as of
Score gap
45.6
G leads
G
Genpact Limited
76.1
$37.14 · $6.2B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthAPLD+167.5%
- Strongest balance sheetG0.54
- Highest qualityG80 / 100
- Largest discount to fair valueG-57%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
APLD
stronger →← stronger
G
13
Qualityreturns · margins · balance sheet
80
100
Growthrevenue & earnings expansion
73
22
Valuevaluation vs sector peers
76
G is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
APLD
G
-$2.8bF
FCF
$572mC+
+167.5%A
Rev
+6.5%C+
1.36C
D/E
0.54C+
12.7xC
P/S
—
1.83C+
PEG
1.16B+
—
P/E
11.1xA
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
G
—
Price vs fair valuelower is cheaper
57% below
—
Growth the price implies10-yr FCF · lower = less priced in
~-13%/yr
—
1-yr DCF upside
+115%
—
5-yr DCF upside
+135%
—
10-yr DCF upside
+168%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
APLD
Why this score
- Diluting shareholders
G
Why this score
- Buying back stock
- Raising its dividend
- Durable high returns
The companies
APLDApplied Digital Corporation
Why now
Information Technology Services · market cap $7.7b. Down 46% from 52-week high of $50.73 — deep drawdown territory. Revenue growing +167% — in hypergrowth territory. 11 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $74.23 (implying +173% 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 -30.2%) — path to GAAP profitability is the core thesis risk. Down 46% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
GGenpact Limited
Why now
Information Technology Services · market cap $6.2b. Down 24% from 52-week high of $48.64 — deep drawdown territory. 11 sell-side analysts rate this a Buy with a mean 1-yr target of $42.18 (implying +14% upside).
Moat
ROE 22% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 98% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
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 G diverge
On the headline score the gap is 45.6 points in favor of G. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityAPLD 12.9 · G 80.2G +67.3
- ValueAPLD 22.0 · G 75.7G +53.7
- GrowthAPLD 100.0 · G 72.7APLD +27.3
Pillars run 0–100 against sector peers, so a 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.