Both in Cloud & Data Processing

Toast vs Applied Digital

Over the past year TOST returned −12.3% and APLD returned −48.6%; their daily moves had a correlation of 0.01.

TOST −12.3% APLD −48.6%Growth of $1, one year, split-adjusted
MetricTOSTAPLD
Price$31.68$17.82
Market cap$18.31B$5.39B
Today+0.57%−8.22%
1 month+8.4%−26.3%
6 months+8.8%−46.9%
Year to date−10.8%−27.3%
1 year−11.4%−48.2%
Revenue growth (YoY)+23.1%+322.4%
Gross margin27.0%28.1%
Net margin8.1%−69.3%
P/E (TTM)37.7×—
Price / sales2.7×6.3×
Net cash$1.71B-$3.47B
Dividend yield——
Volatility (60d)35.8%79.1%
Short % of float7.8%24.3%
Next earnings——

Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).