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APLD compared with WULF: revenue, margins and what each company keeps, and the suppliers and customers both name
APLD
Applied Digital Corp.
Change
Mkt cap
Revenue
Revenue
WULF
Terawulf Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
APLD
Applied Digital Corp.
vs
WULF
Terawulf Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
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APLD
Applied Digital Corp.
Change
17.65
▲
+8.82%
Mkt cap
$5.2B
Revenue
$342M
Q1 FY27
Revenue
$611M
FY26
WULF
Terawulf Inc.
Change
12.22
▲
+11.65%
Regular session
Nov 3 '26
Mkt cap
$5.9B
Revenue
$45M
Q2 FY26
Revenue
$168M
FY25
vs
Compare
Regular session
Nov 3 '26
APLD
Applied Digital Corp.
vs
WULF
Terawulf Inc.
17.65
▲
+8.82%
Price
12.22
▲
+11.65%
$5.2B
Mkt cap
$5.9B
Q1 FY27
$342M
Revenue
$45M
Q2 FY26
FY26
$611M
Revenue
$168M
FY25
Change
Change
APLD
17.65
▲
+8.82%
vs
WULF
12.22
▲
+11.65%
Regular session
Nov 3 '26
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
APLD: latest quarter is a loss; flow not drawable. WULF: latest quarter is a loss; flow not drawable.
Method
›
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only APLD
10
—
Undisclosed HPC Hosting customer
unlisted
customer
—
Undisclosed Data Center Hosting customer
unlisted
customer
—
Undisclosed direct customer
unlisted
customer
CAT
Caterpillar
supplier
6 more · APLD chain
›
Shared
0
No shared counterparties.
Only WULF
9
GOOGL
Google
supplier
—
New York Power Authority
unlisted
supplier
—
Bitmain Technologies Limited ("Bitmain")
unlisted
supplier
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
—
Foundry
unlisted
supplier
5 more · WULF chain
›
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
APLD, solid
WULF, dashed