Applovin Corp (APP)vsSmart Digital Group Limited Ordinary Shares (SDM)
APP
Applovin Corp
$435.91
-5.02%
COMMUNICATION SERVICES · Cap: $155.10B
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 14633% more annual revenue ($5.48B vs $37.20M). APP leads profitability with a 60.8% profit margin vs -101.7%. SDM trades at a lower P/E of 26.4x. APP earns a higher WallStSmart Score of 77/100 (B+).
APP
Strong Buy77
out of 100
Grade: B+
SDM
Avoid26
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+10.4%
Fair Value
$470.34
Current Price
$435.91
$34.43 discount
Margin of Safety
-285.4%
Fair Value
$0.48
Current Price
$1.85
$1.37 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Large-cap with strong market position
Revenue surging 70.8% year-over-year
Areas to Watch
ROE of 2.1% — below average capital efficiency
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 69.1x book value
Moderate valuation
Smaller company, higher risk/reward
ROE of -4.9% — below average capital efficiency
Earnings declined 9.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : APP
The strongest argument for APP centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 60.8% and operating margin at 76.9%. Revenue growth of 65.9% demonstrates continued momentum.
Bull Case : SDM
The strongest argument for SDM centers on Revenue Growth. Revenue growth of 70.8% demonstrates continued momentum.
Bear Case : APP
The primary concerns for APP are Return on Equity, Debt/Equity, P/E Ratio. A P/E of 45.7x leaves little room for execution misses. Debt-to-equity of 1.66 is elevated, increasing financial risk.
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 (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 26/100), backed by strong 60.8% margins and 65.9% 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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