Applovin Corp (APP)vsICICI Bank Limited (IBN)
APP
Applovin Corp
$435.91
-5.02%
COMMUNICATION SERVICES · Cap: $155.10B
IBN
ICICI Bank Limited
$26.31
+1.08%
FINANCIAL SERVICES · Cap: $95.10B
Smart Verdict
WallStSmart Research — data-driven comparison
ICICI Bank Limited generates 35018% more annual revenue ($1.92T vs $5.48B). APP leads profitability with a 60.8% profit margin vs 27.5%. IBN appears more attractively valued with a PEG of 0.53. APP earns a higher WallStSmart Score of 77/100 (B+).
APP
Strong Buy77
out of 100
Grade: B+
IBN
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+10.4%
Fair Value
$470.34
Current Price
$435.91
$34.43 discount
Margin of Safety
-191.4%
Fair Value
$10.68
Current Price
$26.31
$15.63 premium
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
Strong operational efficiency at 34.0%
Large-cap with strong market position
Keeps 28 of every $100 in revenue as profit
Growing faster than its price suggests
Attractively priced relative to earnings
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
3.0% revenue growth
Earnings declined 3.7%
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 : IBN
The strongest argument for IBN centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 27.5% and operating margin at 34.0%. PEG of 0.53 suggests the stock is reasonably priced for its growth.
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 : IBN
The primary concerns for IBN are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
APP profiles as a growth stock while IBN is a value play — different risk/reward profiles.
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.
Monitor ADVERTISING AGENCIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APP scores higher overall (77/100 vs 69/100), backed by strong 60.8% margins and 65.9% 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 →ICICI Bank Limited
FINANCIAL SERVICES · BANKS - REGIONAL · USA
ICICI Bank Limited offers various banking products and financial services in India and internationally. The company is headquartered in Mumbai, India.
Visit Website →Compare with Other ADVERTISING AGENCIES Stocks
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