Head to Head

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

On Alexandria's Compass, TeraWulf Inc. has the edge with a 82/100 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

TeraWulf Inc.

NASDAQ:WULF

Edge
82/100 Compass
True NorthAccumulate$2.0B

A bitcoin miner morphing into an HPC landlord, with Google backing the pivot and the market still pricing the old business.

Full WULF analysis

Factor by factor

FactorAPLDWULF
Revenue Growth9835
Profitability2850
Valuation5850
Momentum5850
Theme Purity4699
Moat6633
Catalysts7699
Market Position6837

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Frequently asked questions

Is APLD or WULF the better buy in 2026?

By Compass Score, TeraWulf Inc. (NASDAQ:WULF) edges it at 82/100 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 WULF?

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.