analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
APLD: 2—DDD: 3wins
Rule of 40
118.6APLD
-44.1DDD
check_circleAPLD leads
Revenue Growth
171.1%APLD
-14.5%DDD
check_circleAPLD leads
Gross Margin
1%APLD
35%DDD
check_circleDDD leads
FCF Margin
-52.5%APLD
-29.6%DDD
check_circleDDD leads
Operating Margin
-42.6%APLD
-21.3%DDD
check_circleDDD leads
NRR
—APLD
—DDD
Metric
Rule of 40Efficiency score
APLD
118.6check_circle
DDD
-44.1
Revenue GrowthYoY
APLD
171.1%check_circle
DDD
-14.5%
Gross Margin% of revenue
APLD
1%
DDD
35%check_circle
FCF MarginFree cash flow
APLD
-52.5%
DDD
-29.6%check_circle
Operating MarginGAAP
APLD
-42.6%
DDD
-21.3%check_circle
NRRNet retention
APLD
N/A
DDD
N/A
EV / RevenueValuation multiple
APLD
30.6x
DDD
1.2xcheck_circle
Market CapUSD
APLD
$11.3Bcheck_circle
DDD
$427.6M
ARR GrowthYoY
APLD
N/A
DDD
N/A
CAC PaybackMonths to recover
APLD
N/A
DDD
N/A
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insights
Analysis
As of Q1 2026, Applied Digital Corp. trades at 30.6x EV/Revenue versus 3D SYSTEMS CORP at 1.2x. On the Rule of 40, Applied Digital Corp. scores 118.6 compared to 3D SYSTEMS CORP's -44.1, placing Applied Digital Corp. ahead in operating efficiency. Gross margins stand at Applied Digital Corp. 1% vs 3D SYSTEMS CORP 35%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.