WallStSmart

Applovin Corp (APP)vsTotalEnergies SE ADR (TTE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

TotalEnergies SE ADR generates 2884% more annual revenue ($183.96B vs $6.16B). APP leads profitability with a 64.3% profit margin vs 8.2%. TTE appears more attractively valued with a PEG of 0.72. APP earns a higher WallStSmart Score of 76/100 (B+).

APP

Strong Buy

76

out of 100

Grade: B+

Growth: 10.0Profit: 10.0Value: 3.7Quality: 8.0
Piotroski: 6/9Altman Z: 3.74

TTE

Strong Buy

72

out of 100

Grade: B

Growth: 5.3Profit: 6.5Value: 7.0Quality: 5.0
Piotroski: 3/9Altman Z: 1.91

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APP6 strengths · Avg: 10.0/10
Market CapQuality
$203.46B10/10

Mega-cap, among the largest globally

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

TTE6 strengths · Avg: 8.5/10
EPS GrowthGrowth
57.1%10/10

Earnings expanding 57.1% YoY

Market CapQuality
$195.51B9/10

Large-cap with strong market position

PEG RatioValuation
0.728/10

Growing faster than its price suggests

P/E RatioValuation
13.1x8/10

Attractively priced relative to earnings

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Operating MarginProfitability
20.3%8/10

Strong operational efficiency at 20.3%

Areas to Watch

APP4 concerns · Avg: 2.8/10
PEG RatioValuation
1.694/10

Expensive relative to growth rate

Debt/EquityHealth
1.493/10

Elevated debt levels

P/E RatioValuation
52.6x2/10

Premium valuation, high expectations priced in

Price/BookValuation
79.3x2/10

Trading at 79.3x book value

TTE4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
3.4%4/10

3.4% revenue growth

Altman Z-ScoreHealth
1.914/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-1.24B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : APP

The strongest argument for APP centers on Market Cap, Return on Equity, Profit 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 : TTE

The strongest argument for TTE centers on EPS Growth, Market Cap, PEG Ratio. PEG of 0.72 suggests the stock is reasonably priced for its growth.

Bear Case : APP

The primary concerns for APP are PEG Ratio, Debt/Equity, P/E Ratio. A P/E of 52.6x leaves little room for execution misses.

Bear Case : TTE

The primary concerns for TTE are Revenue Growth, Altman Z-Score, Piotroski F-Score.

Key Dynamics to Monitor

APP profiles as a growth stock while TTE is a value play — different risk/reward profiles.

APP carries more volatility with a beta of 2.37 — 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 (76/100 vs 72/100), 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.

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TotalEnergies SE ADR

ENERGY · OIL & GAS INTEGRATED · USA

TotalEnergies SE is a global integrated oil and gas company. The company is headquartered in Paris, France.

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