Applovin Corp (APP)vsNasdaq Inc (NDAQ)
APP
Applovin Corp
$468.55
-6.08%
COMMUNICATION SERVICES · Cap: $167.59B
NDAQ
Nasdaq Inc
$88.91
-0.10%
FINANCIAL SERVICES · Cap: $50.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Applovin Corp generates 14% more annual revenue ($6.16B vs $5.42B). APP leads profitability with a 64.3% profit margin vs 35.3%. APP appears more attractively valued with a PEG of 1.33. 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
-56.9%
Fair Value
$242.94
Current Price
$468.55
$225.61 premium
Intrinsic value data unavailable for NDAQ.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 266 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 113.0% YoY
Safe zone — low bankruptcy risk
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 48.4%
Large-cap with strong market position
Earnings expanding 33.8% YoY
Areas to Watch
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 74.3x book value
Expensive relative to growth rate
Moderate valuation
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 : NDAQ
The strongest argument for NDAQ centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 35.3% and operating margin at 48.4%. Revenue growth of 13.7% demonstrates continued momentum.
Bear Case : APP
The primary concerns for APP are Debt/Equity, P/E Ratio, Price/Book. A P/E of 43.3x 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 2.37 — 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 69/100), backed by strong 64.3% margins and 59.0% 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 →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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