WallStSmart

Applovin Corp (APP)vsEntravision Communications (EVC)

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Smart Verdict

WallStSmart Research — data-driven comparison

Applovin Corp generates 904% more annual revenue ($6.83B vs $679.88M). APP leads profitability with a 64.6% profit margin vs 0.6%. APP appears more attractively valued with a PEG of 0.50. APP earns a higher WallStSmart Score of 79/100 (B+).

APP

Strong Buy

79

out of 100

Grade: B+

Growth: 10.0Profit: 10.0Value: 6.7Quality: 8.0
Piotroski: 6/9Altman Z: 3.74

EVC

Hold

47

out of 100

Grade: D+

Growth: 6.7Profit: 5.5Value: 4.7Quality: 3.5
Piotroski: 4/9Altman Z: -1.95
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

APPSignificantly Overvalued (-46.4%)

Margin of Safety

-46.4%

Fair Value

$267.19

Current Price

$393.68

$126.49 premium

UndervaluedFair: $267.19Overvalued
EVCUndervalued (+67.8%)

Margin of Safety

+67.8%

Fair Value

$9.46

Current Price

$9.44

$0.02 discount

UndervaluedFair: $9.46Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APP6 strengths · Avg: 10.0/10
PEG RatioValuation
0.5010/10

Growing faster than its price suggests

Return on EquityProfitability
152.0%10/10

Every $100 of equity generates 152 in profit

Profit MarginProfitability
64.6%10/10

Keeps 65 of every $100 in revenue as profit

Operating MarginProfitability
77.7%10/10

Strong operational efficiency at 77.7%

Revenue GrowthGrowth
52.8%10/10

Revenue surging 52.8% year-over-year

EPS GrowthGrowth
57.0%10/10

Earnings expanding 57.0% YoY

EVC1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
126.2%10/10

Revenue surging 126.2% year-over-year

Areas to Watch

APP2 concerns · Avg: 2.5/10
Debt/EquityHealth
1.073/10

Elevated debt levels

Price/BookValuation
41.7x2/10

Trading at 41.7x book value

EVC4 concerns · Avg: 3.3/10
Price/BookValuation
10.4x4/10

Trading at 10.4x book value

Market CapQuality
$595.26M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.9%3/10

ROE of 5.9% — below average capital efficiency

Profit MarginProfitability
0.6%3/10

0.6% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : APP

The strongest argument for APP centers on PEG Ratio, Return on Equity, Profit 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 : EVC

The strongest argument for EVC centers on Revenue Growth. Revenue growth of 126.2% demonstrates continued momentum.

Bear Case : APP

The primary concerns for APP are Debt/Equity, Price/Book.

Bear Case : EVC

The primary concerns for EVC are Price/Book, Market Cap, Return on Equity. A P/E of 322.5x leaves little room for execution misses. Debt-to-equity of 2.47 is elevated, increasing financial risk.

Key Dynamics to Monitor

APP profiles as a growth stock while EVC is a hypergrowth play — different risk/reward profiles.

APP carries more volatility with a beta of 2.56 — expect wider price swings.

EVC is growing revenue faster at 126.2% — sustainability is the question.

APP generates stronger free cash flow (1.4B), providing more financial flexibility.

Bottom Line

APP scores higher overall (79/100 vs 47/100), backed by strong 64.6% margins and 52.8% revenue growth. EVC offers better value entry with a 67.8% margin of safety. 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.

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Entravision Communications

COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA

Entravision Communications Corporation is a global media, marketing and technology company. The company is headquartered in Santa Monica, California.

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