Applovin Corp (APP)vsQuinStreet Inc (QNST)
APP
Applovin Corp
$403.87
+1.10%
COMMUNICATION SERVICES · Cap: $138.57B
QNST
QuinStreet Inc
$15.50
-3.91%
COMMUNICATION SERVICES · Cap: $926.59M
Smart Verdict
WallStSmart Research — data-driven comparison
Applovin Corp generates 422% more annual revenue ($6.16B vs $1.18B). APP leads profitability with a 64.3% profit margin vs 5.5%. QNST appears more attractively valued with a PEG of 1.13. APP earns a higher WallStSmart Score of 77/100 (B+).
APP
Strong Buy77
out of 100
Grade: B+
QNST
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-72.8%
Fair Value
$242.01
Current Price
$403.87
$161.86 premium
Intrinsic value data unavailable for QNST.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 168 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 113.1% YoY
Safe zone — low bankruptcy risk
Earnings expanding 65.2% YoY
Safe zone — low bankruptcy risk
Every $100 of equity generates 21 in profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Trading at 57.4x book value
Smaller company, higher risk/reward
5.5% margin — thin
Operating margin of 3.9%
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 : QNST
The strongest argument for QNST centers on EPS Growth, Altman Z-Score, Return on Equity. Revenue growth of 28.3% demonstrates continued momentum. PEG of 1.13 suggests the stock is reasonably priced for its growth.
Bear Case : APP
The primary concerns for APP are P/E Ratio, Debt/Equity, Price/Book.
Bear Case : QNST
The primary concerns for QNST are Market Cap, Profit Margin, Operating Margin.
Key Dynamics to Monitor
APP carries more volatility with a beta of 2.48 — 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.
Monitor ADVERTISING AGENCIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APP scores higher overall (77/100 vs 71/100), 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 →QuinStreet Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
QuinStreet, Inc., an online performance marketing company, offers client acquisition services for its clients in the United States and internationally. The company is headquartered in Foster City, California.
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