analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
APLD: 3—DDD: 2wins
Rule of 40
124.2APLD
-37.4DDD
check_circleAPLD leads
Revenue Growth
171.1%APLD
-12.1%DDD
check_circleAPLD leads
Gross Margin
3%APLD
34%DDD
check_circleDDD leads
FCF Margin
-46.9%APLD
-25.3%DDD
check_circleDDD leads
Operating Margin
-4.5%APLD
-24.8%DDD
check_circleAPLD leads
NRR
—APLD
—DDD
Metric
Rule of 40Efficiency score
APLD
124.2check_circle
DDD
-37.4
Revenue GrowthYoY
APLD
171.1%check_circle
DDD
-12.1%
Gross Margin% of revenue
APLD
3%
DDD
34%check_circle
FCF MarginFree cash flow
APLD
-46.9%
DDD
-25.3%check_circle
Operating MarginGAAP
APLD
-4.5%check_circle
DDD
-24.8%
NRRNet retention
APLD
N/A
DDD
N/A
EV / RevenueValuation multiple
APLD
27.0x
DDD
N/A
Market CapUSD
APLD
$10.0B
DDD
N/A
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 27.0x EV/Revenue versus 3D SYSTEMS CORP at N/A. On the Rule of 40, Applied Digital Corp. scores 124.2 compared to 3D SYSTEMS CORP's -37.4, placing Applied Digital Corp. ahead in operating efficiency. Gross margins stand at Applied Digital Corp. 3% vs 3D SYSTEMS CORP 34%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.