Advantage Solutions Inc (ADV)vsApplovin Corp (APP)
ADV
Advantage Solutions Inc
$33.32
+2.11%
COMMUNICATION SERVICES · Cap: $433.82M
APP
Applovin Corp
$323.96
+3.01%
COMMUNICATION SERVICES · Cap: $108.83B
Smart Verdict
WallStSmart Research — data-driven comparison
Applovin Corp generates 89% more annual revenue ($6.83B vs $3.61B). APP leads profitability with a 64.6% profit margin vs -7.7%. APP earns a higher WallStSmart Score of 79/100 (B+).
ADV
Hold36
out of 100
Grade: F
APP
Strong Buy79
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ADV.
Margin of Safety
-20.7%
Fair Value
$268.47
Current Price
$323.96
$55.49 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
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
Areas to Watch
1.8% revenue growth
Smaller company, higher risk/reward
Operating margin of 0.8%
ROE of -68.6% — below average capital efficiency
Elevated debt levels
Trading at 34.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ADV
The strongest argument for ADV centers on Price/Book.
Bull 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.
Bear Case : ADV
The primary concerns for ADV are Revenue Growth, Market Cap, Operating Margin. Debt-to-equity of 3.84 is elevated, increasing financial risk.
Bear Case : APP
The primary concerns for APP are Debt/Equity, Price/Book.
Key Dynamics to Monitor
ADV profiles as a turnaround stock while APP is a growth play — different risk/reward profiles.
APP carries more volatility with a beta of 2.49 — expect wider price swings.
APP is growing revenue faster at 52.8% — sustainability is the question.
APP generates stronger free cash flow (869M), providing more financial flexibility.
Bottom Line
APP scores higher overall (79/100 vs 36/100), 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.
Advantage Solutions Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Advantage Solutions Inc. provides outsourced solutions to retail and consumer goods companies in North America and internationally. The company is headquartered in Irvine, California.
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 →Compare with Other ADVERTISING AGENCIES Stocks
Want to dig deeper into these stocks?