Applovin Corp (APP)vsAngloGold Ashanti plc (AU)
APP
Applovin Corp
$435.91
-5.02%
COMMUNICATION SERVICES · Cap: $155.10B
AU
AngloGold Ashanti plc
$85.81
+0.25%
BASIC MATERIALS · Cap: $40.40B
Smart Verdict
WallStSmart Research — data-driven comparison
AngloGold Ashanti plc generates 81% more annual revenue ($9.89B vs $5.48B). APP leads profitability with a 60.8% profit margin vs 26.7%. AU appears more attractively valued with a PEG of 0.78. AU earns a higher WallStSmart Score of 84/100 (A-).
APP
Strong Buy77
out of 100
Grade: B+
AU
Exceptional Buy84
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+10.3%
Fair Value
$469.87
Current Price
$435.91
$33.96 discount
Margin of Safety
+53.8%
Fair Value
$242.89
Current Price
$85.81
$157.08 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
Every $100 of equity generates 34 in profit
Strong operational efficiency at 47.2%
Revenue surging 75.3% year-over-year
Earnings expanding 63.1% YoY
Keeps 27 of every $100 in revenue as profit
Growing faster than its price suggests
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
No major concerns identified
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 : AU
The strongest argument for AU centers on Return on Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 26.7% and operating margin at 47.2%. Revenue growth of 75.3% 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 : AU
No major red flags identified for AU, but monitor valuation.
Key Dynamics to Monitor
APP carries more volatility with a beta of 2.50 — expect wider price swings.
AU is growing revenue faster at 75.3% — 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
AU scores higher overall (84/100 vs 77/100), backed by strong 26.7% margins and 75.3% revenue growth. Both earn "Exceptional 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 →AngloGold Ashanti plc
BASIC MATERIALS · GOLD · USA
AngloGold Ashanti Limited is a gold mining company. The company is headquartered in Johannesburg, South Africa.
Visit Website →Compare with Other ADVERTISING AGENCIES Stocks
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