Applied Digital Corp. (APLD) — Moat, Quality & Fair Value

Applied Digital Corp. (APLD) has a None economic moat and a quality score of 18/100. It operates in the Information Technology sector.

Industry: IT Services & Consulting · Information Technology

Market share (2025): 0.1% of Cloud infrastructure & AI cloud

Themes: Data centers (core) · Crypto & blockchain (partial)

Economic moat: None. A none moat indicates no clear structural protection from competition. Learn more about how we classify moats in our guide to economic moats.

Quality score: 18/100. This score combines seven weighted pillars — returns on capital, margin strength, cash generation, financial health, durability, management, and moat & position. See how the quality score works.

The three-tier owner-earnings fair value estimate, price & fair-value chart, financial statements, and complete management evaluation for APLD are available in the MoatScope app (14-day free trial, no card required). New to the framework? Start with the MoatScope guide.

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MoatScope rates 5,800+ US-listed stocks and plots more than 3,000 of them on a Quality × Valuation grid. Every rated company gets a moat rating (Wide, Narrow, or None) and a 0–100 quality score; more than 3,000 also get a three-tier owner-earnings fair value estimate.

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Seven-pillar quality score: profitability, capital efficiency, balance sheet, growth consistency, margin stability, cash conversion, capital allocation.
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