Applovin Corp (APP)vsIntegral Ad Science Holding LLC (IAS)
APP
Applovin Corp
$442.39
+0.56%
COMMUNICATION SERVICES · Cap: $155.15B
IAS
Integral Ad Science Holding LLC
$10.34
0.00%
COMMUNICATION SERVICES · Cap: $1.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Applovin Corp generates 828% more annual revenue ($5.48B vs $590.67M). APP leads profitability with a 60.8% profit margin vs 7.9%. IAS trades at a lower P/E of 36.9x. APP earns a higher WallStSmart Score of 77/100 (B+).
APP
Strong Buy77
out of 100
Grade: B+
IAS
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+10.4%
Fair Value
$470.34
Current Price
$442.39
$27.95 discount
Margin of Safety
-444.2%
Fair Value
$1.90
Current Price
$10.34
$8.44 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 213 in profit
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
Reasonable price relative to book value
15.6% revenue growth
Areas to Watch
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 70.1x book value
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 4.5% — below average capital efficiency
7.9% 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 60.8% and operating margin at 76.9%. Revenue growth of 65.9% demonstrates continued momentum.
Bull Case : IAS
The strongest argument for IAS centers on Price/Book, Revenue Growth. Revenue growth of 15.6% demonstrates continued momentum.
Bear Case : APP
The primary concerns for APP are Debt/Equity, P/E Ratio, Price/Book. 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 : IAS
The primary concerns for IAS are P/E Ratio, Market Cap, 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 42/100), backed by strong 60.8% margins and 65.9% revenue growth. 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.
Visit Website →Integral Ad Science Holding LLC
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Integral Ad Science Holding LLC is a digital advertising verification company in the United States, United Kingdom, Germany, Italy, Spain, Sweden, Singapore, Australia, France, Japan, Canada, Hong Kong, and Brazil. The company is headquartered in New York, New York.
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