Applovin Corp (APP)vsQuanta Services Inc (PWR)
APP
Applovin Corp
$468.83
-1.94%
COMMUNICATION SERVICES · Cap: $154.68B
PWR
Quanta Services Inc
$785.29
+1.77%
INDUSTRIALS · Cap: $113.65B
Smart Verdict
WallStSmart Research — data-driven comparison
Quanta Services Inc generates 450% more annual revenue ($30.12B vs $5.48B). APP leads profitability with a 60.8% profit margin vs 3.7%. 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+
PWR
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-77.9%
Fair Value
$214.32
Current Price
$468.83
$254.51 premium
Intrinsic value data unavailable for PWR.
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
Earnings expanding 51.0% YoY
Large-cap with strong market position
Revenue surging 26.3% year-over-year
Areas to Watch
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 74.3x book value
Expensive relative to growth rate
Trading at 13.1x book value
3.7% margin — thin
Operating margin of 4.2%
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 : PWR
The strongest argument for PWR centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 26.3% 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 : PWR
The primary concerns for PWR are PEG Ratio, Price/Book, Profit Margin. A P/E of 102.1x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
APP carries more volatility with a beta of 2.37 — 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.
Monitor ADVERTISING AGENCIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APP scores higher overall (77/100 vs 54/100), backed by strong 60.8% margins and 65.9% revenue growth. 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 →Quanta Services Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Quanta Services is an American corporation that provides infrastructure services for electric power, pipeline, industrial and communications industries. Capabilities include the planning, design, installation, program management, maintenance and repair of most types of network infrastructure.
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