Added to YB: 2023-12-04
Pitch date: 2023-11-26
FLT [bullish]
Applied Digital Corporation
+497.85%
current return
Author Info
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Company Info
Applied Digital Corporation designs, develops, and operates digital infrastructure solutions to high-performance computing (HPC) and artificial intelligence industries in North America.
Market Cap
$5.5B
Pitch Price
$4.66
Price Target
N/A
Dividend
N/A
EV/EBITDA
106.73
P/E
-25.60
EV/Sales
43.78
Sector
IT Services
Category
growth
Fleetcor
FLT: B2B payments firm w/ $16.8B mkt cap. 15% rev growth over 10yrs, 43% op margins. Intl 40% of rev. Stock underperforms despite EPS growth. DE Shaw involvement. Trades 12.5x PE vs hist avg & $AXP. Risks: leverage 2.66x debt/EBITDA, niche mkt competition, cyclicality, retention.
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