WallStSmart

Applovin Corp (APP)vsQMMM Holdings Limited Ordinary Shares (QMMM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Applovin Corp generates 328429% more annual revenue ($6.16B vs $1.88M). APP leads profitability with a 64.3% profit margin vs -150.1%. APP earns a higher WallStSmart Score of 77/100 (B+).

APP

Strong Buy

77

out of 100

Grade: B+

Growth: 10.0Profit: 10.0Value: 4.0Quality: 8.0
Piotroski: 6/9Altman Z: 3.74

QMMM

Avoid

14

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 5.0Quality: 8.5
Piotroski: 3/9Altman Z: 4.39
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

APPSignificantly Overvalued (-72.8%)

Margin of Safety

-72.8%

Fair Value

$242.01

Current Price

$419.70

$177.69 premium

UndervaluedFair: $242.01Overvalued

Intrinsic value data unavailable for QMMM.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APP6 strengths · Avg: 10.0/10
Return on EquityProfitability
167.7%10/10

Every $100 of equity generates 168 in profit

Profit MarginProfitability
64.3%10/10

Keeps 64 of every $100 in revenue as profit

Operating MarginProfitability
78.1%10/10

Strong operational efficiency at 78.1%

Revenue GrowthGrowth
59.0%10/10

Revenue surging 59.0% year-over-year

EPS GrowthGrowth
113.1%10/10

Earnings expanding 113.1% YoY

Altman Z-ScoreHealth
3.7410/10

Safe zone — low bankruptcy risk

QMMM2 strengths · Avg: 10.0/10
Debt/EquityHealth
0.0210/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
4.3910/10

Safe zone — low bankruptcy risk

Areas to Watch

APP3 concerns · Avg: 3.0/10
P/E RatioValuation
37.3x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.493/10

Elevated debt levels

Price/BookValuation
59.7x2/10

Trading at 59.7x book value

QMMM4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Price/BookValuation
519.1x2/10

Trading at 519.1x book value

Return on EquityProfitability
-314.8%2/10

ROE of -314.8% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull 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 : QMMM

The strongest argument for QMMM centers on Debt/Equity, Altman Z-Score.

Bear Case : APP

The primary concerns for APP are P/E Ratio, Debt/Equity, Price/Book.

Bear Case : QMMM

The primary concerns for QMMM are EPS Growth, Piotroski F-Score, Price/Book.

Key Dynamics to Monitor

APP profiles as a growth stock while QMMM is a turnaround play — different risk/reward profiles.

QMMM carries more volatility with a beta of 14.50 — 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 14/100), backed by strong 64.3% margins and 59.0% revenue growth. Both earn "Strong Buy" and "Avoid" 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.

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QMMM Holdings Limited Ordinary Shares

COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA

QMMM Holdings Limited, provides digital media advertising and marketing production services primarily in Hong Kong.

Visit Website →

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