Applovin Corp (APP)vsCheer Holding Inc. (CHR)
APP
Applovin Corp
$435.91
-5.02%
COMMUNICATION SERVICES · Cap: $155.10B
CHR
Cheer Holding Inc.
$0.90
-0.07%
COMMUNICATION SERVICES · Cap: $4.56M
Smart Verdict
WallStSmart Research — data-driven comparison
Applovin Corp generates 3582% more annual revenue ($5.48B vs $148.84M). APP leads profitability with a 60.8% profit margin vs 17.2%. CHR trades at a lower P/E of 0.0x. APP earns a higher WallStSmart Score of 77/100 (B+).
APP
Strong Buy77
out of 100
Grade: B+
CHR
Hold50
out of 100
Grade: D+
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
+99.8%
Fair Value
$788.80
Current Price
$0.90
$787.90 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
Attractively priced relative to earnings
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Strong operational efficiency at 23.1%
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
2.2% revenue growth
Smaller company, higher risk/reward
ROE of 7.6% — below average capital efficiency
Weak financial health signals
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 : CHR
The strongest argument for CHR centers on P/E Ratio, Price/Book, Debt/Equity. Profitability is solid with margins at 17.2% and operating margin at 23.1%.
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 : CHR
The primary concerns for CHR are Revenue Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
APP profiles as a growth stock while CHR is a value play — different risk/reward profiles.
APP carries more volatility with a beta of 2.50 — expect wider price swings.
APP is growing revenue faster at 65.9% — sustainability is the question.
APP generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
APP scores higher overall (77/100 vs 50/100), backed by strong 60.8% margins and 65.9% revenue growth. CHR offers better value entry with a 99.8% margin of safety. 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 →Cheer Holding Inc.
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Cheer Holding, Inc., provides advertisement and content production services in the People's Republic of China. The company is headquartered in Beijing, the People's Republic of China.
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