analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
DDD: 2—APLD: 3wins
Rule of 40
-37.4DDD
124.2APLD
check_circleAPLD leads
Revenue Growth
-12.1%DDD
171.1%APLD
check_circleAPLD leads
Gross Margin
34%DDD
3%APLD
check_circleDDD leads
FCF Margin
-25.3%DDD
-46.9%APLD
check_circleDDD leads
Operating Margin
-24.8%DDD
-4.5%APLD
check_circleAPLD leads
NRR
—DDD
—APLD
Metric
Rule of 40Efficiency score
DDD
-37.4
APLD
124.2check_circle
Revenue GrowthYoY
DDD
-12.1%
APLD
171.1%check_circle
Gross Margin% of revenue
DDD
34%check_circle
APLD
3%
FCF MarginFree cash flow
DDD
-25.3%check_circle
APLD
-46.9%
Operating MarginGAAP
DDD
-24.8%
APLD
-4.5%check_circle
NRRNet retention
DDD
N/A
APLD
N/A
EV / RevenueValuation multiple
DDD
N/A
APLD
27.0x
Market CapUSD
DDD
N/A
APLD
$10.0B
ARR GrowthYoY
DDD
N/A
APLD
N/A
CAC PaybackMonths to recover
DDD
N/A
APLD
N/A
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insights
Analysis
As of Q4 2025, 3D SYSTEMS CORP trades at N/A EV/Revenue versus Applied Digital Corp. at 27.0x. On the Rule of 40, 3D SYSTEMS CORP scores -37.4 compared to Applied Digital Corp.'s 124.2, placing Applied Digital Corp. ahead in operating efficiency. Gross margins stand at 3D SYSTEMS CORP 34% vs Applied Digital Corp. 3%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.