Advantage Solutions Inc (ADV)vsApplovin Corp (APP)
ADV
Advantage Solutions Inc
$38.75
+1.28%
COMMUNICATION SERVICES · Cap: $497.77M
APP
Applovin Corp
$557.20
+3.80%
COMMUNICATION SERVICES · Cap: $203.46B
Smart Verdict
WallStSmart Research — data-driven comparison
Applovin Corp generates 72% more annual revenue ($6.16B vs $3.59B). APP leads profitability with a 64.3% profit margin vs -6.8%. APP earns a higher WallStSmart Score of 76/100 (B+).
ADV
Hold36
out of 100
Grade: F
APP
Strong Buy76
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Every $100 of equity generates 168 in profit
Keeps 64 of every $100 in revenue as profit
Strong operational efficiency at 78.1%
Revenue surging 59.0% year-over-year
Earnings expanding 113.1% YoY
Areas to Watch
Smaller company, higher risk/reward
Operating margin of 0.4%
ROE of -50.9% — below average capital efficiency
Earnings declined 5.6%
Expensive relative to growth rate
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 79.3x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ADV
The strongest argument for ADV centers on Price/Book, Debt/Equity.
Bull Case : APP
The strongest argument for APP centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 64.3% and operating margin at 78.1%. Revenue growth of 59.0% demonstrates continued momentum.
Bear Case : ADV
The primary concerns for ADV are Market Cap, Operating Margin, Return on Equity.
Bear Case : APP
The primary concerns for APP are PEG Ratio, Debt/Equity, P/E Ratio. A P/E of 52.6x leaves little room for execution misses.
Key Dynamics to Monitor
ADV profiles as a turnaround stock while APP is a growth play — different risk/reward profiles.
APP carries more volatility with a beta of 2.37 — expect wider price swings.
APP is growing revenue faster at 59.0% — sustainability is the question.
APP generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
APP scores higher overall (76/100 vs 36/100), backed by strong 64.3% margins and 59.0% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Advantage Solutions Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Advantage Solutions Inc. provides outsourced solutions to retail and consumer goods companies in North America and internationally. The company is headquartered in Irvine, California.
Applovin Corp
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
AppLovin Corporation is committed to creating a software-based platform for mobile application developers to improve the marketing and monetization of their applications globally. The company is headquartered in Palo Alto, California.
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