Applovin Corp (APP)vsCheer Holding Inc. (CHR)
APP
Applovin Corp
$557.20
+3.80%
COMMUNICATION SERVICES · Cap: $203.46B
CHR
Cheer Holding Inc.
$2.26
-8.50%
COMMUNICATION SERVICES · Cap: $4.42M
Smart Verdict
WallStSmart Research — data-driven comparison
Applovin Corp generates 4042% more annual revenue ($6.16B vs $148.84M). APP leads profitability with a 64.3% profit margin vs 17.2%. CHR trades at a lower P/E of 0.0x. APP earns a higher WallStSmart Score of 76/100 (B+).
APP
Strong Buy76
out of 100
Grade: B+
CHR
Hold50
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Attractively priced relative to earnings
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Strong operational efficiency at 23.1%
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 79.3x book value
2.2% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
Earnings declined 85.3%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : CHR
The strongest argument for CHR centers on P/E Ratio, Price/Book, Debt/Equity. Profitability is solid with margins at 17.2% and operating margin at 23.1%.
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.
Bear Case : CHR
The primary concerns for CHR are Revenue Growth, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
APP profiles as a growth stock while CHR is a value 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 50/100), 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.
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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