APLD vs DLR vs SIFY Stock Comparison

Applied Digital, Digital Realty Trust and Sify Technologies Prices as of Oct 27, 2026 Peers: Industry group
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APLD Applied Digital Corp.
$19.51 -25.7% 1M -43.2% 1Y
Market cap
$5.87B
P/E
–
Revenue (TTM)
$853.85M
Div. yield
–
Data Centers Technology
2 wins
SIFY Sify Technologies Ltd
$12.30 -7.9% 1M +1.6% 1Y
Market cap
$912.36M
P/E
–
Revenue (TTM)
$384.50M
Div. yield
–
Data Centers Technology
3 wins

Head to Head

10 decided of 12

Digital Realty Trust leads on 5 of the 12 questions below (Digital Realty Trust 5, Sify Technologies 3, Applied Digital 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionAPLDDLRSIFYLeader
Larger companyMarket capitalisation $5.87B $63.64B $912.36M DLR
Cheaper on earningsLower P/E, profitable companies only -12.5x 83.9x -59.1x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 62.4x 615.0x DLR
Faster revenue growthRevenue growth, trailing twelve months +286.2% +17.4% +5.7% APLD
More profitableNet margin, trailing twelve months -54.9% 11.2% -4.0% DLR
Better return on capitalReturn on invested capital -4.1% 2.0% 5.4% SIFY
Less leveragedLower net debt / EBITDA -18.4x 5.6x -9.4x APLD
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -43.2% +0.5% +1.6% SIFY
Better 5-year returnAnnualised price return, 5 years -7.5%/yr +2.3%/yr -9.8%/yr DLR
Less volatileAnnualised volatility, 1 year 101.3% 27.6% 61.0% DLR
Higher overall scoreMean of the five percentile scores vs peers 35/100 45/100 53/100 SIFY

Percentile Scorecard

APLDDLRSIFY

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisAPLDDLRSIFY
Valuation 30 #27 of 38 10 #10 of 11 68 #13 of 38
Growth 51 #18 of 36 78 #3 of 10 31 #25 of 36
Profitability 30 #24 of 34 11 #9 of 10 61 #14 of 34
Financial Health 43 #22 of 38 80 #3 of 11 –
Shareholder Returns 20 #17 of 21 – –
Overall 35 45 53
  • APLD ranked among 39 companies in Cloud Computing
  • DLR ranked among 11 companies in Infrastructure REITs
  • SIFY ranked among 39 companies in Cloud Computing

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodAPLDDLRSIFYSPY
1 month -25.7%+0.3%-7.9% -0.2%
3 months -26.7%-7.3%-13.1% +3.9%
6 months -39.2%-8.0%-18.8% +8.2%
Year to date -20.4%+15.7%+0.9% +12.9%
1 year -43.2%+0.5%+1.6% +12.3%
3 years +305.6%+46.3%+41.4% +87.4%
3 years, per year +59.5%+13.5%+12.2% +23.3%
5 years -32.4%+11.8%-40.2% +67.9%
5 years, per year -7.5%+2.3%-9.8% +10.9%
10 years +22,171.7%+94.5%+95.2% +261.1%
10 years, per year +71.7%+6.9%+6.9% +13.7%

Risk

MeasureAPLDDLRSIFYSPY
Volatility, 1Y 101.3%27.6%61.0% 12.7%
Downside volatility, 1Y 95.0%27.0%62.0% 12.7%
Beta vs S&P 500, 1Y 4.430.822.13 1.00
Return / volatility, 1Y -0.430.020.03 0.97
Max drawdown, 5Y -97.0%-51.1%-91.8% -25.4%
From 52-week high -60.7%-12.2%-28.7% -1.2%
52-week high $49.65$203.91$17.24 $779.14
52-week low $17.83$147.93$10.37 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleAPLDDLRSIFY
P/E now vs peer median -12.1xmedian 29.5x 83.6xmedian 24.2x -57.6xmedian 29.5x
P/S now vs peer median 6.8xmedian 4.5x 9.8xmedian 6.3x 2.3xmedian 4.5x
EV/EBITDA now vs peer median -49.6xmedian 23.9x 27.5xmedian 15.7x -23.3xmedian 23.9x
P/FCF now vs peer median -1.3xmedian 15.0x -130.7xmedian 18.2x —median 15.0x
P/B now vs peer median 3.6xmedian 4.3x 2.4xmedian 2.4x 4.4xmedian 4.3x
PEG now vs peer median 0.26median 0.38 4.53median 0.72 1.16median 0.38

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsAPLDDLRSIFY
Revenue $853.85M $6.77B $384.50M
Gross profit $273.30M – $206.52M
Operating income -$303.82M $986.10M $39.31M
Net income -$351.47M $792.24M -$15.57M
Free cash flow -$4.46B -$506.74M –
EPS (diluted) $-1.61 $2.10 $-0.21
Cash & equivalents $2.95B $1.86B –
Total debt $6.38B $73.26B $599.45M
Shares (diluted) 291.56M 361.54M 72.46M
Enterprise value -$2.31B $52.60B $912.36M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricAPLDDLRSIFY
P/E -12.1x 83.6x -57.6x
P/FCF -1.3x -130.7x –
P/Operating cash flow 24.6x 22.3x –
P/S 6.8x 9.8x 2.3x
P/B 3.6x 2.4x 4.4x
P/Tangible book 3.6x 2.6x 4.4x
EV/EBITDA -49.6x 27.5x -23.3x
EV/EBIT -30.4x 84.2x 37.9x
EV/Revenue 10.8x 12.3x 3.9x
EV/FCF -2.1x -163.8x –
EV/Operating cash flow 39.2x 28.0x –
PEG (3Y EPS CAGR) 0.26 4.53 1.16

Growth

14 metrics
MetricAPLDDLRSIFY
Revenue growth (1Y) 286.2% 17.4% 5.7%
Revenue CAGR (3Y) 115.9% 9.7% -65.1%
Gross profit growth (1Y) 653.6% – 12.2%
Gross profit CAGR (3Y) 134.2% – 65.9%
Operating income growth (1Y) -254.9% -40.3% 49.9%
Operating income CAGR (3Y) -87.5% 17.3% -10.7%
Net income growth (1Y) -44.2% -42.6% 19.3%
Net income CAGR (3Y) -88.1% 23.2% -73.4%
EPS growth (1Y) -66.0% -46.0% 31.2%
EPS CAGR (3Y) -46.3% 18.5% -49.8%
Operating cash flow growth (1Y) 294.3% 24.9% –
Operating cash flow CAGR (3Y) 72.3% 20.6% –
Free cash flow growth (1Y) -346.5% 19.9% –
Free cash flow CAGR (3Y) -272.4% 26.1% –

Profitability

14 metrics
MetricAPLDDLRSIFY
Gross margin 32.0% – 53.7%
EBITDA margin -21.8% 44.5% -16.7%
Operating margin -35.6% 14.6% 10.2%
Pretax margin -40.2% 7.8% 3.1%
Net margin -54.9% 11.2% -4.0%
FCF margin -521.8% -7.5% –
Operating cash flow margin 27.5% 43.8% –
Return on equity -21.1% 3.1% -10.8%
Return on assets -3.2% 1.6% –
Return on invested capital -4.1% 2.0% 5.4%
Return on capital employed -3.3% – –
Asset turnover 0.1x 0.1x –
Cash conversion (OCF / net income) -0.7x 3.7x –
Stock comp / revenue 31.8% 1.5% –

Financial Health

11 metrics
MetricAPLDDLRSIFY
Debt / assets 54.5% 34.2% –
Debt / equity 4.0x 0.7x 3.0x
Net debt / EBITDA -18.4x 5.6x -9.4x
Debt / FCF -1.4x -36.8x –
Liabilities / assets 86.3% 48.7% –
Equity / assets 13.7% 51.3% –
Interest coverage -3.1x 2.1x 2.0x
Current ratio 2.6x – –
Quick ratio 1.9x – –
Cash ratio 1.9x – –
Altman Z-score 0.49 – –

Shareholder Returns

7 metrics
MetricAPLDDLRSIFY
Dividend yield – 2.7% –
Net buyback yield -15.9% -4.5% –
Shareholder yield -15.9% -1.8% 0.0%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusAPLDDLRSIFY
Forward P/E – 62.4xFY2026 615.0xFY2026
EPS, next fiscal year $-1.69FY2026 $2.87FY2026 $0.02FY2026
EPS growth, next FY – -19.8%FY2026 –
EPS growth, the year after – -12.2% +150.0%
Revenue, next fiscal year $1.00BFY2026 $7.40BFY2026 $765.58MFY2026
Revenue growth, next FY +64.0%FY2026 +21.1%FY2026 +8.7%FY2026
Revenue growth, the year after +87.8% +0.6% +30.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAPLDDLRSIFY
Held by institutions 74.5% 100.0% 4.6%
Institutions holding 564 1,325 42
Change in shares held, QoQ +8.6% +18.3% +2.8%
Institutions buying 339 745 27
Institutions selling 164 383 4
Buyers to sellers 2.07 1.95 6.75

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

APLDDLRSIFY
APLD 1.00 0.40 0.36
DLR 0.40 1.00 0.16
SIFY 0.36 0.16 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, APLD, DLR and SIFY?

Digital Realty Trust (DLR) is the largest by market capitalisation: Applied Digital (APLD) $5.87B, Digital Realty Trust (DLR) $63.64B, Sify Technologies (SIFY) $912.36M.

Which company is growing faster?

Applied Digital (APLD) grew revenue fastest over the trailing twelve months: Applied Digital (APLD) +286.2%, Digital Realty Trust (DLR) +17.4%, Sify Technologies (SIFY) +5.7%.

Which company is more profitable?

Digital Realty Trust (DLR) has the highest net margin (Applied Digital (APLD) -54.9%, Digital Realty Trust (DLR) 11.2%, Sify Technologies (SIFY) -4.0%). On return on invested capital, Sify Technologies (SIFY) leads (Applied Digital (APLD) -4.1%, Digital Realty Trust (DLR) 2.0%, Sify Technologies (SIFY) 5.4%).

Which stock has performed better?

Over the past year Sify Technologies (SIFY) returned the most: Applied Digital (APLD) -43.2%, Digital Realty Trust (DLR) +0.5%, Sify Technologies (SIFY) +1.6%. Over five years, Digital Realty Trust (DLR) compounded fastest (Applied Digital (APLD) -7.5%/yr, Digital Realty Trust (DLR) +2.3%/yr, Sify Technologies (SIFY) -9.8%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Digital Realty Trust (DLR) has been the steadiest (Applied Digital (APLD) 101.3%, Digital Realty Trust (DLR) 27.6%, Sify Technologies (SIFY) 61.0%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, APLD, DLR and SIFY?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Digital Realty Trust (DLR) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.