Applovin Corp (APP)vsWheaton Precious Metals Corp (WPM)
APP
Applovin Corp
$435.91
-5.02%
COMMUNICATION SERVICES · Cap: $155.10B
WPM
Wheaton Precious Metals Corp
$120.59
+0.59%
BASIC MATERIALS · Cap: $54.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Applovin Corp generates 137% more annual revenue ($5.48B vs $2.31B). WPM leads profitability with a 63.6% profit margin vs 60.8%. WPM appears more attractively valued with a PEG of 0.43. APP earns a higher WallStSmart Score of 77/100 (B+).
APP
Strong Buy77
out of 100
Grade: B+
WPM
Strong Buy76
out of 100
Grade: B+
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
+1.4%
Fair Value
$151.16
Current Price
$120.59
$30.57 discount
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
Growing faster than its price suggests
Keeps 64 of every $100 in revenue as profit
Strong operational efficiency at 75.2%
Revenue surging 127.2% year-over-year
Earnings expanding 533.0% YoY
Large-cap with strong market position
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
Premium valuation, high expectations priced in
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 : WPM
The strongest argument for WPM centers on PEG Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 63.6% and operating margin at 75.2%. Revenue growth of 127.2% 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 : WPM
The primary concerns for WPM are P/E Ratio.
Key Dynamics to Monitor
APP carries more volatility with a beta of 2.50 — expect wider price swings.
WPM is growing revenue faster at 127.2% — 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 76/100), backed by strong 60.8% margins and 65.9% 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 →Wheaton Precious Metals Corp
BASIC MATERIALS · GOLD · USA
Wheaton Precious Metals Corp. The company is headquartered in Vancouver, Canada.
Compare with Other ADVERTISING AGENCIES Stocks
Want to dig deeper into these stocks?