AI Data Centre Debt Exposure

Name: Financial Insights Based on S&P Global Market Intelligence
Creator: Simply Wall St Pty Ltd
License: https://www.spglobal.com/content/dam/spglobal/corporate/en/documents/secure/MI-FastTrack-Terms-and-Conditions-July-2023.pdf

Results

By filtering relevant IT and Software companies with a market cap above US$300m and a debt to equity ratio above 100%, this screeners looks for neocloud and AI-compute providers funding large-scale GPU buildout, businesses whose growth depends on continued access to financing and on demand holding up from a small number of major AI customers.

15 companies

Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield	Industry
CIFR	US$16.85	-5.0%	55.3%	US$7.0b	US$32.18	36.6	92.9%	n/a	Software
IREN	US$43.83	-1.9%	29.1%	US$17.3b	US$77.84	24.4	35.1%	n/a	Software
BTDR	US$11.96	-3.4%	-25.9%	US$3.1b	US$21.77	4.0	5.0%	n/a	Software
APLD	US$26.42	0.2%	41.4%	US$7.5b	US$74.23	12.6	73.4%	n/a	Software
DOCN	US$122.95	9.3%	244.5%	US$15.4b	US$175.20	61.5	-25.8%	n/a	Software
CVLT	US$130.07	-4.6%	-26.1%	US$5.4b	US$160.55	78.9	27.0%	n/a	Software
VNET	US$6.33	-0.6%	-33.9%	US$1.8b	US$13.62	1.1	81.9%	n/a	Software
CLSK	US$13.67	7.7%	32.1%	US$3.3b	US$23.81	5.2	48.0%	n/a	Software
HUT	US$98.60	5.4%	203.9%	US$11.2b	US$161.78	38.2	48.2%	n/a	Software
KEEL	US$3.57	2.9%	60.1%	US$2.1b	US$6.45	11.7	68.5%	n/a	Software
GDS	US$30.82	-1.7%	-19.3%	US$6.2b	US$50.61	11.3	-57.6%	n/a	Software
NET	US$306.53	9.9%	38.5%	US$110.8b	US$336.26	43.4	48.2%	n/a	Software
YEXT	US$6.40	-1.7%	-26.0%	US$621.6m	US$7.00	24.2	16.9%	n/a	Software
CRWV	US$88.99	-0.4%	-20.5%	US$49.1b	US$144.46	6.5	41.1%	n/a	Software
NTNX	US$65.92	-3.1%	-16.8%	US$17.7b	US$76.41	11.8	-59.0%	n/a	Software

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