Applovin Corp (APP)vsCriteo Sa (CRTO)
APP
Applovin Corp
$435.91
-5.02%
COMMUNICATION SERVICES · Cap: $155.10B
CRTO
Criteo Sa
$17.72
+0.51%
COMMUNICATION SERVICES · Cap: $869.58M
Smart Verdict
WallStSmart Research — data-driven comparison
Applovin Corp generates 182% more annual revenue ($5.48B vs $1.94B). APP leads profitability with a 60.8% profit margin vs 7.4%. CRTO appears more attractively valued with a PEG of 0.89. APP earns a higher WallStSmart Score of 77/100 (B+).
APP
Strong Buy77
out of 100
Grade: B+
CRTO
Buy59
out of 100
Grade: C
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
-3.1%
Fair Value
$17.95
Current Price
$17.72
$0.23 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
Attractively priced relative to earnings
Reasonable price relative to book value
Conservative balance sheet, low leverage
Growing faster than its price suggests
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
Smaller company, higher risk/reward
7.4% margin — thin
Revenue declined 2.2%
Earnings declined 26.7%
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 : CRTO
The strongest argument for CRTO centers on P/E Ratio, Price/Book, Debt/Equity. PEG of 0.89 suggests the stock is reasonably priced for its growth.
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 : CRTO
The primary concerns for CRTO are Market Cap, Profit Margin, Revenue Growth.
Key Dynamics to Monitor
APP profiles as a growth stock while CRTO is a value play — different risk/reward profiles.
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.
APP generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
APP scores higher overall (77/100 vs 59/100), backed by strong 60.8% margins and 65.9% revenue growth. Both earn "Strong Buy" and "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 →Criteo Sa
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Criteo SA, a technology company, provides open Internet monetization and marketing services in North and South America, Europe, the Middle East, Africa, and Asia-Pacific. The company is headquartered in Paris, France.
Visit Website →Compare with Other ADVERTISING AGENCIES Stocks
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