Applovin Corp (APP)vsMarchex Inc (MCHX)
APP
Applovin Corp
$403.87
+1.10%
COMMUNICATION SERVICES · Cap: $138.57B
MCHX
Marchex Inc
$1.74
-0.97%
COMMUNICATION SERVICES · Cap: $79.75M
Smart Verdict
WallStSmart Research — data-driven comparison
Applovin Corp generates 13710% more annual revenue ($6.16B vs $44.64M). APP leads profitability with a 64.3% profit margin vs -11.2%. APP appears more attractively valued with a PEG of 1.18. APP earns a higher WallStSmart Score of 77/100 (B+).
APP
Strong Buy77
out of 100
Grade: B+
MCHX
Avoid30
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-72.8%
Fair Value
$242.01
Current Price
$403.87
$161.86 premium
Intrinsic value data unavailable for MCHX.
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
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Trading at 57.4x book value
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
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 : MCHX
The strongest argument for MCHX centers on Debt/Equity, Price/Book.
Bear Case : APP
The primary concerns for APP are P/E Ratio, Debt/Equity, Price/Book.
Bear Case : MCHX
The primary concerns for MCHX are EPS Growth, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
APP profiles as a growth stock while MCHX is a turnaround 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 30/100), backed by strong 64.3% margins and 59.0% revenue growth. Both earn "Strong Buy" and "Avoid" 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 →Marchex Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Marchex, Inc. is a call analytics company that helps businesses connect, drive, measure, and convert callers into customers. The company is headquartered in Seattle, Washington.
Visit Website →Compare with Other ADVERTISING AGENCIES Stocks
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