Applovin Corp (APP)vsCardlytics Inc (CDLX)
APP
Applovin Corp
$323.96
+3.01%
COMMUNICATION SERVICES · Cap: $108.83B
CDLX
Cardlytics Inc
$4.15
+0.48%
COMMUNICATION SERVICES · Cap: $24.44M
Smart Verdict
WallStSmart Research — data-driven comparison
Applovin Corp generates 3494% more annual revenue ($6.83B vs $190.00M). APP leads profitability with a 64.6% profit margin vs -52.8%. APP earns a higher WallStSmart Score of 79/100 (B+).
APP
Strong Buy79
out of 100
Grade: B+
CDLX
Avoid25
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-20.7%
Fair Value
$268.47
Current Price
$323.96
$55.49 premium
Intrinsic value data unavailable for CDLX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 139 in profit
Keeps 65 of every $100 in revenue as profit
Strong operational efficiency at 77.7%
Revenue surging 52.8% year-over-year
Earnings expanding 57.0% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Areas to Watch
Elevated debt levels
Trading at 34.4x book value
Smaller company, higher risk/reward
ROE of -356.0% — below average capital efficiency
Revenue declined 36.5%
Earnings declined 56.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : APP
The strongest argument for APP centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 64.6% and operating margin at 77.7%. Revenue growth of 52.8% demonstrates continued momentum.
Bull Case : CDLX
The strongest argument for CDLX centers on Debt/Equity.
Bear Case : APP
The primary concerns for APP are Debt/Equity, Price/Book.
Bear Case : CDLX
The primary concerns for CDLX are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
APP profiles as a growth stock while CDLX is a turnaround play — different risk/reward profiles.
APP carries more volatility with a beta of 2.49 — expect wider price swings.
APP is growing revenue faster at 52.8% — sustainability is the question.
APP generates stronger free cash flow (869M), providing more financial flexibility.
Bottom Line
APP scores higher overall (79/100 vs 25/100), backed by strong 64.6% margins and 52.8% revenue growth. Both earn "Strong Buy" and "Avoid" 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 →Cardlytics Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Cardlytics, Inc. operates an advertising platform within financial institutions' digital channels including online, mobile, email, and various real-time notifications in the United States and the United Kingdom. The company is headquartered in Atlanta, Georgia.
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