Applovin Corp (APP)vsAlphabet Inc Class A (GOOGL)
APP
Applovin Corp
$315.44
+0.89%
COMMUNICATION SERVICES · Cap: $140.99B
GOOGL
Alphabet Inc Class A
$345.90
-0.13%
COMMUNICATION SERVICES · Cap: $4.62T
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class A generates 7133% more annual revenue ($445.87B vs $6.16B). APP leads profitability with a 64.3% profit margin vs 54.8%. GOOGL appears more attractively valued with a PEG of 0.97. GOOGL earns a higher WallStSmart Score of 78/100 (B+).
APP
Strong Buy77
out of 100
Grade: B+
GOOGL
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-39.6%
Fair Value
$242.81
Current Price
$315.44
$72.63 premium
Margin of Safety
+48.1%
Fair Value
$661.86
Current Price
$345.90
$315.96 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 139 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
Mega-cap, among the largest globally
Every $100 of equity generates 38 in profit
Keeps 55 of every $100 in revenue as profit
Strong operational efficiency at 34.0%
Earnings expanding 294.0% YoY
Safe zone — low bankruptcy risk
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Trading at 44.9x book value
Negative free cash flow — burning cash
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 : GOOGL
The strongest argument for GOOGL centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 54.8% and operating margin at 34.0%. Revenue growth of 24.2% demonstrates continued momentum.
Bear Case : APP
The primary concerns for APP are P/E Ratio, Debt/Equity, Price/Book.
Bear Case : GOOGL
The primary concerns for GOOGL are Free Cash Flow.
Key Dynamics to Monitor
APP carries more volatility with a beta of 2.53 — expect wider price swings.
APP is growing revenue faster at 59.0% — sustainability is the question.
APP generates stronger free cash flow (869M), providing more financial flexibility.
Monitor ADVERTISING AGENCIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GOOGL scores higher overall (78/100 vs 77/100), backed by strong 54.8% margins and 24.2% revenue growth. Both earn "Strong Buy" and "Strong 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 →Alphabet Inc Class A
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Alphabet Inc. is an American multinational conglomerate headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent company of Google and several former Google subsidiaries. The two co-founders of Google remained as controlling shareholders, board members, and employees at Alphabet. Alphabet is the world's fourth-largest technology company by revenue and one of the world's most valuable companies.
Visit Website →Compare with Other ADVERTISING AGENCIES Stocks
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