Applovin Corp (APP)vsOmnicom Group Inc (OMC)
APP
Applovin Corp
$478.11
+0.65%
COMMUNICATION SERVICES · Cap: $154.68B
OMC
Omnicom Group Inc
$77.62
+1.76%
COMMUNICATION SERVICES · Cap: $21.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Omnicom Group Inc generates 262% more annual revenue ($19.82B vs $5.48B). APP leads profitability with a 60.8% profit margin vs 0.3%. APP appears more attractively valued with a PEG of 1.29. APP earns a higher WallStSmart Score of 77/100 (B+).
APP
Strong Buy77
out of 100
Grade: B+
OMC
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.2%
Fair Value
$212.69
Current Price
$478.11
$265.42 premium
Margin of Safety
+23.8%
Fair Value
$90.97
Current Price
$77.61
$13.36 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 213 in profit
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
Revenue surging 69.2% year-over-year
Reasonable price relative to book value
Areas to Watch
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 75.8x book value
ROE of 2.0% — below average capital efficiency
0.3% margin — thin
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 60.8% and operating margin at 76.9%. Revenue growth of 65.9% demonstrates continued momentum.
Bull Case : OMC
The strongest argument for OMC centers on Revenue Growth, Price/Book. Revenue growth of 69.2% demonstrates continued momentum.
Bear Case : APP
The primary concerns for APP are Debt/Equity, P/E Ratio, Price/Book. A P/E of 45.9x leaves little room for execution misses. Debt-to-equity of 1.66 is elevated, increasing financial risk.
Bear Case : OMC
The primary concerns for OMC are Return on Equity, Profit Margin, Piotroski F-Score. Thin 0.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
APP profiles as a growth stock while OMC is a hypergrowth play — different risk/reward profiles.
APP carries more volatility with a beta of 2.37 — expect wider price swings.
OMC is growing revenue faster at 69.2% — 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 51/100), backed by strong 60.8% margins and 65.9% revenue growth. OMC offers better value entry with a 23.8% margin of safety. Both earn "Strong Buy" and "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 →Omnicom Group Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Omnicom Group Inc. is an American global media, marketing and corporate communications holding company, headquartered in New York City.
Visit Website →Compare with Other ADVERTISING AGENCIES Stocks
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