Applovin Corp (APP)vsSmart Digital Group Limited Ordinary Shares (SDM)
APP
Applovin Corp
$323.96
+3.01%
COMMUNICATION SERVICES · Cap: $108.83B
SDM
Smart Digital Group Limited Ordinary Shares
$1.85
0.00%
COMMUNICATION SERVICES · Cap: $58.69M
Smart Verdict
WallStSmart Research — data-driven comparison
Applovin Corp generates 18258% more annual revenue ($6.83B vs $37.20M). APP leads profitability with a 64.6% profit margin vs -101.7%. APP trades at a lower P/E of 24.2x. APP earns a higher WallStSmart Score of 79/100 (B+).
APP
Strong Buy79
out of 100
Grade: B+
SDM
Avoid26
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-20.7%
Fair Value
$268.47
Current Price
$323.96
$55.49 premium
Intrinsic value data unavailable for SDM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 139 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
Safe zone — low bankruptcy risk
Revenue surging 70.8% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Elevated debt levels
Trading at 34.4x book value
Moderate valuation
Smaller company, higher risk/reward
ROE of -422.4% — below average capital efficiency
Earnings declined 9.3%
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 64.6% and operating margin at 77.7%. Revenue growth of 52.8% demonstrates continued momentum.
Bull Case : SDM
The strongest argument for SDM centers on Revenue Growth, Debt/Equity. Revenue growth of 70.8% demonstrates continued momentum.
Bear Case : APP
The primary concerns for APP are Debt/Equity, Price/Book.
Bear Case : SDM
The primary concerns for SDM are P/E Ratio, Market Cap, Return on Equity.
Key Dynamics to Monitor
APP profiles as a growth stock while SDM is a hypergrowth play — different risk/reward profiles.
SDM is growing revenue faster at 70.8% — sustainability is the question.
APP generates stronger free cash flow (869M), providing more financial flexibility.
Monitor ADVERTISING AGENCIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APP scores higher overall (79/100 vs 26/100), backed by strong 64.6% margins and 52.8% 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.
Visit Website →Smart Digital Group Limited Ordinary Shares
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Smart Digital Group Limited, provides internet media, business planning and consulting, event planning and execution, and software customization and marketing services in Singapore, Mainland China, and Macau. The company is headquartered in Singapore.
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