Applovin Corp (APP)vsMeta Platforms Inc. (META)
APP
Applovin Corp
$277.04
-1.10%
COMMUNICATION SERVICES · Cap: $93.65B
META
Meta Platforms Inc.
$718.67
-0.31%
COMMUNICATION SERVICES · Cap: $1.88T
Smart Verdict
WallStSmart Research — data-driven comparison
Meta Platforms Inc. generates 3242% more annual revenue ($228.25B vs $6.83B). APP leads profitability with a 64.6% profit margin vs 29.8%. APP appears more attractively valued with a PEG of 0.68. APP earns a higher WallStSmart Score of 79/100 (B+).
APP
Strong Buy79
out of 100
Grade: B+
META
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-5.0%
Fair Value
$268.03
Current Price
$277.04
$9.01 premium
Margin of Safety
+23.4%
Fair Value
$941.34
Current Price
$718.67
$222.67 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 139 in profit
Keeps 65 of every $100 in revenue as profit
Strong operational efficiency at 77.7%
Revenue surging 52.8% year-over-year
Earnings expanding 57.0% YoY
Safe zone — low bankruptcy risk
Mega-cap, among the largest globally
Strong operational efficiency at 34.8%
Every $100 of equity generates 26 in profit
Keeps 30 of every $100 in revenue as profit
Growing faster than its price suggests
Revenue surging 28.0% year-over-year
Areas to Watch
Elevated debt levels
Trading at 29.4x book value
Moderate valuation
Weak financial health signals
Earnings declined 13.4%
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 64.6% and operating margin at 77.7%. Revenue growth of 52.8% demonstrates continued momentum.
Bull Case : META
The strongest argument for META centers on Market Cap, Operating Margin, Return on Equity. Profitability is solid with margins at 29.8% and operating margin at 34.8%. Revenue growth of 28.0% demonstrates continued momentum.
Bear Case : APP
The primary concerns for APP are Debt/Equity, Price/Book.
Bear Case : META
The primary concerns for META are P/E Ratio, Piotroski F-Score, EPS Growth.
Key Dynamics to Monitor
APP carries more volatility with a beta of 2.56 — expect wider price swings.
APP is growing revenue faster at 52.8% — sustainability is the question.
META generates stronger free cash flow (1.7B), providing more financial flexibility.
Monitor ADVERTISING AGENCIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APP scores higher overall (79/100 vs 68/100), backed by strong 64.6% margins and 52.8% revenue growth. META offers better value entry with a 23.4% margin of safety. 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 →Meta Platforms Inc.
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Meta Platforms, Inc. develops products that enable people to connect and share with friends and family through mobile devices, PCs, virtual reality headsets, wearables and home devices around the world. The company is headquartered in Menlo Park, California.
Visit Website →Compare with Other ADVERTISING AGENCIES Stocks
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