Applovin Corp (APP)vsNasdaq Inc (NDAQ)
APP
Applovin Corp
$391.21
-10.41%
COMMUNICATION SERVICES · Cap: $155.10B
NDAQ
Nasdaq Inc
$83.74
-0.64%
FINANCIAL SERVICES · Cap: $49.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Applovin Corp generates 4% more annual revenue ($5.48B vs $5.25B). APP leads profitability with a 60.8% profit margin vs 34.1%. APP appears more attractively valued with a PEG of 1.22. APP earns a higher WallStSmart Score of 77/100 (B+).
APP
Strong Buy77
out of 100
Grade: B+
NDAQ
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
$391.21
$79.13 discount
Margin of Safety
+44.4%
Fair Value
$144.61
Current Price
$83.74
$60.87 discount
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
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 47.6%
Earnings expanding 47.6% YoY
Areas to Watch
ROE of 2.1% — below average capital efficiency
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 62.0x book value
Expensive relative to growth rate
Moderate valuation
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 : NDAQ
The strongest argument for NDAQ centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 34.1% and operating margin at 47.6%. Revenue growth of 13.4% demonstrates continued momentum.
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 : NDAQ
The primary concerns for NDAQ are PEG Ratio, P/E Ratio.
Key Dynamics to Monitor
APP profiles as a growth stock while NDAQ is a mature 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.
APP generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
APP scores higher overall (77/100 vs 69/100), backed by strong 60.8% margins and 65.9% revenue growth. NDAQ offers better value entry with a 44.4% 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 →Nasdaq Inc
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
Nasdaq, Inc. is an American multinational financial services corporation that owns and operates stock exchanges in the United States and Europe. It is headquartered in New York City.
Visit Website →Compare with Other ADVERTISING AGENCIES Stocks
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