Applovin Corp (APP)vsBlackRock Inc (BLK)
APP
Applovin Corp
$435.91
-5.02%
COMMUNICATION SERVICES · Cap: $155.10B
BLK
BlackRock Inc
$981.35
+0.54%
FINANCIAL SERVICES · Cap: $151.82B
Smart Verdict
WallStSmart Research — data-driven comparison
BlackRock Inc generates 342% more annual revenue ($24.22B vs $5.48B). APP leads profitability with a 60.8% profit margin vs 22.9%. BLK appears more attractively valued with a PEG of 0.99. APP earns a higher WallStSmart Score of 77/100 (B+).
APP
Strong Buy77
out of 100
Grade: B+
BLK
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+10.4%
Fair Value
$470.34
Current Price
$435.91
$34.43 discount
Margin of Safety
-308.5%
Fair Value
$240.24
Current Price
$981.35
$741.11 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 61 of every $100 in revenue as profit
Strong operational efficiency at 76.9%
Revenue surging 65.9% year-over-year
Earnings expanding 84.7% YoY
Safe zone — low bankruptcy risk
Large-cap with strong market position
Strong operational efficiency at 36.7%
Large-cap with strong market position
Keeps 23 of every $100 in revenue as profit
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 23.4% year-over-year
Areas to Watch
ROE of 2.1% — below average capital efficiency
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 69.1x book value
Moderate valuation
Weak financial health signals
Earnings declined 31.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : APP
The strongest argument for APP centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 60.8% and operating margin at 76.9%. Revenue growth of 65.9% demonstrates continued momentum.
Bull Case : BLK
The strongest argument for BLK centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 22.9% and operating margin at 36.7%. Revenue growth of 23.4% demonstrates continued momentum.
Bear Case : APP
The primary concerns for APP are Return on Equity, Debt/Equity, P/E Ratio. A P/E of 45.7x leaves little room for execution misses. Debt-to-equity of 1.66 is elevated, increasing financial risk.
Bear Case : BLK
The primary concerns for BLK are P/E Ratio, Piotroski F-Score, EPS Growth.
Key Dynamics to Monitor
APP carries more volatility with a beta of 2.50 — expect wider price swings.
APP is growing revenue faster at 65.9% — sustainability is the question.
BLK generates stronger free cash flow (2.2B), providing more financial flexibility.
Monitor ADVERTISING AGENCIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APP scores higher overall (77/100 vs 70/100), backed by strong 60.8% margins and 65.9% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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.
Visit Website →BlackRock Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
BlackRock, Inc. is an American multinational investment management corporation based in New York City.
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