Applovin Corp (APP)vsDoubleVerify Holdings Inc (DV)
APP
Applovin Corp
$403.87
+1.10%
COMMUNICATION SERVICES · Cap: $138.57B
DV
DoubleVerify Holdings Inc
$11.52
+2.40%
COMMUNICATION SERVICES · Cap: $1.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Applovin Corp generates 707% more annual revenue ($6.16B vs $764.05M). APP leads profitability with a 64.3% profit margin vs 7.2%. DV appears more attractively valued with a PEG of 0.70. APP earns a higher WallStSmart Score of 77/100 (B+).
APP
Strong Buy77
out of 100
Grade: B+
DV
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-72.8%
Fair Value
$242.01
Current Price
$403.87
$161.86 premium
Margin of Safety
+66.1%
Fair Value
$28.33
Current Price
$11.52
$16.81 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Safe zone — low bankruptcy risk
Earnings expanding 298.7% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Trading at 57.4x book value
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 5.1% — below average capital efficiency
7.2% margin — thin
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 64.3% and operating margin at 78.1%. Revenue growth of 59.0% demonstrates continued momentum.
Bull Case : DV
The strongest argument for DV centers on EPS Growth, Debt/Equity, Altman Z-Score. PEG of 0.70 suggests the stock is reasonably priced for its growth.
Bear Case : APP
The primary concerns for APP are P/E Ratio, Debt/Equity, Price/Book.
Bear Case : DV
The primary concerns for DV are P/E Ratio, Market Cap, Return on Equity.
Key Dynamics to Monitor
APP profiles as a growth stock while DV is a value play — different risk/reward profiles.
APP carries more volatility with a beta of 2.48 — 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 (77/100 vs 62/100), backed by strong 64.3% margins and 59.0% revenue growth. DV offers better value entry with a 66.1% margin of safety. 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 →DoubleVerify Holdings Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
DoubleVerify Holdings, Inc. provides a software platform for digital media measurement, data, and analysis. The company is headquartered in New York, New York with additional locations at Berlin, Germany; Chicago, Illinois; Merelbeke, Belgium; Helsinki, Finland; London, United Kingdom; Los Angeles and San Francisco, California; Miguel Hidalgo, Mexico; Paris, France; So Paulo, Brazil; Singapore, Singapore; Sydney, Australia; Tel Aviv, Israel; and Tokyo, Japan.
Visit Website →Compare with Other ADVERTISING AGENCIES Stocks
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