Applovin Corp (APP)vsDolphin Entertainment Inc (DLPN)
APP
Applovin Corp
$435.91
-5.02%
COMMUNICATION SERVICES · Cap: $155.10B
DLPN
Dolphin Entertainment Inc
$1.54
-2.53%
COMMUNICATION SERVICES · Cap: $18.43M
Smart Verdict
WallStSmart Research — data-driven comparison
Applovin Corp generates 10169% more annual revenue ($5.48B vs $53.37M). APP leads profitability with a 60.8% profit margin vs -11.4%. APP earns a higher WallStSmart Score of 77/100 (B+).
APP
Strong Buy77
out of 100
Grade: B+
DLPN
Avoid31
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+10.4%
Fair Value
$470.34
Current Price
$435.91
$34.43 discount
Intrinsic value data unavailable for DLPN.
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
Reasonable price relative to book value
16.7% revenue growth
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
Operating margin of 2.1%
ROE of -55.1% — below average capital efficiency
Earnings declined 70.2%
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 : DLPN
The strongest argument for DLPN centers on Price/Book, Revenue Growth. Revenue growth of 16.7% 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 : DLPN
The primary concerns for DLPN are Market Cap, Operating Margin, Return on Equity.
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.
APP generates stronger free cash flow (1.3B), providing more financial flexibility.
Monitor ADVERTISING AGENCIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APP scores higher overall (77/100 vs 31/100), backed by strong 60.8% margins and 65.9% 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 →Dolphin Entertainment Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Dolphin Entertainment, Inc., is an independent entertainment marketing and premium content development company in the United States. The company is headquartered in Coral Gables, Florida.
Visit Website →Compare with Other ADVERTISING AGENCIES Stocks
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