Applovin Corp (APP)vsCheer Holding Inc. (CHR)
APP
Applovin Corp
$323.96
+3.01%
COMMUNICATION SERVICES · Cap: $108.83B
CHR
Cheer Holding Inc.
$1.62
-2.99%
COMMUNICATION SERVICES · Cap: $2.99M
Smart Verdict
WallStSmart Research — data-driven comparison
Applovin Corp generates 4835% more annual revenue ($6.83B vs $138.37M). APP leads profitability with a 64.6% profit margin vs 18.7%. APP earns a higher WallStSmart Score of 79/100 (B+).
APP
Strong Buy79
out of 100
Grade: B+
CHR
Hold46
out of 100
Grade: D+
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 CHR.
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
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Elevated debt levels
Trading at 34.4x book value
Smaller company, higher risk/reward
Weak financial health signals
Revenue declined 14.7%
Earnings declined 95.1%
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 : CHR
The strongest argument for CHR centers on Price/Book, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 18.7% and operating margin at 17.3%.
Bear Case : APP
The primary concerns for APP are Debt/Equity, Price/Book.
Bear Case : CHR
The primary concerns for CHR are Market Cap, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
APP profiles as a growth stock while CHR is a declining 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 46/100), backed by strong 64.6% margins and 52.8% 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.
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 →Cheer Holding Inc.
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Cheer Holding, Inc., provides advertisement and content production services in the People's Republic of China. The company is headquartered in Beijing, the People's Republic of China.
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