Applovin Corp (APP)vsOmnicom Group Inc (OMC)
APP
Applovin Corp
$393.68
-2.74%
COMMUNICATION SERVICES · Cap: $76.47B
OMC
Omnicom Group Inc
$86.84
-2.30%
COMMUNICATION SERVICES · Cap: $25.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Omnicom Group Inc generates 263% more annual revenue ($24.76B vs $6.83B). APP leads profitability with a 64.6% profit margin vs 2.9%. APP appears more attractively valued with a PEG of 0.50. APP earns a higher WallStSmart Score of 79/100 (B+).
APP
Strong Buy79
out of 100
Grade: B+
OMC
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-46.4%
Fair Value
$267.19
Current Price
$393.68
$126.49 premium
Margin of Safety
+23.6%
Fair Value
$90.69
Current Price
$86.84
$3.85 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Every $100 of equity generates 152 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
Revenue surging 59.1% year-over-year
Reasonable price relative to book value
Earnings expanding 36.0% YoY
Areas to Watch
Elevated debt levels
Trading at 41.7x book value
ROE of 7.1% — below average capital efficiency
2.9% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : APP
The strongest argument for APP centers on PEG Ratio, Return on Equity, Profit 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 : OMC
The strongest argument for OMC centers on Revenue Growth, Price/Book, EPS Growth. Revenue growth of 59.1% demonstrates continued momentum. PEG of 1.22 suggests the stock is reasonably priced for its growth.
Bear Case : APP
The primary concerns for APP are Debt/Equity, Price/Book.
Bear Case : OMC
The primary concerns for OMC are Return on Equity, Profit Margin, Debt/Equity. A P/E of 89.7x leaves little room for execution misses. Thin 2.9% 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 2.56 — expect wider price swings.
OMC is growing revenue faster at 59.1% — sustainability is the question.
APP generates stronger free cash flow (1.4B), providing more financial flexibility.
Bottom Line
APP scores higher overall (79/100 vs 71/100), backed by strong 64.6% margins and 52.8% revenue growth. OMC offers better value entry with a 23.6% 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 →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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