Applovin Corp (APP)vsStagwell Inc (STGW)
APP
Applovin Corp
$393.68
-2.74%
COMMUNICATION SERVICES · Cap: $76.47B
STGW
Stagwell Inc
$11.15
-1.93%
COMMUNICATION SERVICES · Cap: $2.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Applovin Corp generates 119% more annual revenue ($6.83B vs $3.11B). APP leads profitability with a 64.6% profit margin vs 0.3%. STGW appears more attractively valued with a PEG of 0.38. APP earns a higher WallStSmart Score of 79/100 (B+).
APP
Strong Buy79
out of 100
Grade: B+
STGW
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-46.4%
Fair Value
$267.19
Current Price
$393.68
$126.49 premium
Intrinsic value data unavailable for STGW.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Every $100 of equity generates 152 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
Growing faster than its price suggests
Areas to Watch
Elevated debt levels
Trading at 41.7x book value
ROE of 2.6% — below average capital efficiency
0.3% margin — thin
Premium valuation, high expectations priced in
Earnings declined 22.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : APP
The strongest argument for APP centers on PEG Ratio, Return on Equity, Profit 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 : STGW
The strongest argument for STGW centers on PEG Ratio. PEG of 0.38 suggests the stock is reasonably priced for its growth.
Bear Case : APP
The primary concerns for APP are Debt/Equity, Price/Book.
Bear Case : STGW
The primary concerns for STGW are Return on Equity, Profit Margin, P/E Ratio. A P/E of 379.0x leaves little room for execution misses. Debt-to-equity of 2.40 is elevated, increasing financial risk.
Key Dynamics to Monitor
APP profiles as a growth stock while STGW is a value play — different risk/reward profiles.
APP carries more volatility with a beta of 2.56 — expect wider price swings.
APP is growing revenue faster at 52.8% — sustainability is the question.
APP generates stronger free cash flow (1.4B), providing more financial flexibility.
Bottom Line
APP scores higher overall (79/100 vs 46/100), backed by strong 64.6% margins and 52.8% revenue growth. Both earn "Strong Buy" and "Hold" 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 →Stagwell Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Stagwell Inc. (STGW) is a leading digital marketing and communications agency, founded in 2015, renowned for its innovative, performance-driven strategies across advertising, public relations, and digital media platforms. Leveraging advanced technology and data analytics, Stagwell delivers measurable results for clients, solidifying its status as a front-runner in the evolving marketing landscape. With a strategic focus on targeted acquisitions, the company enhances its competitive advantage and growth potential, making it an attractive investment prospect for institutional investors seeking exposure to the expanding global digital economy.
Visit Website →Compare with Other ADVERTISING AGENCIES Stocks
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