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