Head to Head

APLD vs GLXY: which is the better buy in 2026?

On Alexandria's Compass, Galaxy Digital Holdings has the edge with a 90/100 score versus 81/100 for APLD. Here is how they stack up, factor by factor.

Applied Digital Corp.

NASDAQ:APLD

81/100 Compass
True NorthHold$9.4B

A real data center business is forming underneath the hype, but the stock already prices in years of flawless delivery at massive scale.

Full APLD analysis

Galaxy Digital Holdings

NASDAQ:GLXY

Edge
90/100 Compass
True NorthAccumulate$9.6B

Galaxy is the closest thing to a full-stack crypto investment bank, and the Helios data center bet changes its ceiling entirely.

Full GLXY analysis

Factor by factor

FactorAPLDGLXY
Revenue Growth9895
Profitability2820
Valuation5873
Momentum5836
Theme Purity4688
Moat6679
Catalysts7687
Market Position6880

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Frequently asked questions

Is APLD or GLXY the better buy in 2026?

By Compass Score, Galaxy Digital Holdings (NASDAQ:GLXY) edges it at 90/100 versus 81/100 for APLD. Both scores update weekly and reflect a contrarian, forward-looking read, not a recommendation.

How does Alexandria compare APLD and GLXY?

Each company is scored 1-100 on eight factors: revenue growth, profitability, valuation, momentum, theme purity, moat, catalysts, and market position. The Compass Score is the composite, and the comparison below shows where each name wins factor by factor.

Compass Scores are proprietary editorial research from publicly available data, not investment advice or a recommendation regarding any security. Rankings update weekly.