Applovin Corp (APP)vsZW Data Action Technologies Inc (CNET)
APP
Applovin Corp
$557.20
+3.80%
COMMUNICATION SERVICES · Cap: $203.46B
CNET
ZW Data Action Technologies Inc
$0.67
-6.94%
COMMUNICATION SERVICES · Cap: $2.64M
Smart Verdict
WallStSmart Research — data-driven comparison
Applovin Corp generates 184181% more annual revenue ($6.16B vs $3.35M). APP leads profitability with a 64.3% profit margin vs -33.3%. CNET appears more attractively valued with a PEG of 0.13. APP earns a higher WallStSmart Score of 76/100 (B+).
APP
Strong Buy76
out of 100
Grade: B+
CNET
Hold49
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 168 in profit
Keeps 64 of every $100 in revenue as profit
Strong operational efficiency at 78.1%
Revenue surging 59.0% year-over-year
Earnings expanding 113.1% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Conservative balance sheet, low leverage
Strong operational efficiency at 20.6%
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 79.3x book value
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -25.8% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull 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 : CNET
The strongest argument for CNET centers on PEG Ratio, Price/Book, Debt/Equity. PEG of 0.13 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 : CNET
The primary concerns for CNET are EPS Growth, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
APP profiles as a growth stock while CNET is a turnaround 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 49/100), backed by strong 64.3% margins and 59.0% 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.
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 →ZW Data Action Technologies Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · China
ZW Data Action Technologies Inc. provides omnichannel advertising, precision marketing, and data analytics management systems in the People's Republic of China. The company is headquartered in Beijing, the People's Republic of China.
Compare with Other ADVERTISING AGENCIES Stocks
Want to dig deeper into these stocks?