Applovin Corp (APP)vsCriteo Sa (CRTO)
APP
Applovin Corp
$315.44
+0.89%
COMMUNICATION SERVICES · Cap: $140.99B
CRTO
Criteo Sa
$19.00
+4.34%
COMMUNICATION SERVICES · Cap: $1.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Applovin Corp generates 221% more annual revenue ($6.16B vs $1.92B). APP leads profitability with a 64.3% profit margin vs 6.0%. CRTO appears more attractively valued with a PEG of 0.89. APP earns a higher WallStSmart Score of 77/100 (B+).
APP
Strong Buy77
out of 100
Grade: B+
CRTO
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-39.6%
Fair Value
$242.81
Current Price
$315.44
$72.63 premium
Margin of Safety
+46.8%
Fair Value
$34.76
Current Price
$19.00
$15.76 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 139 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
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Trading at 44.9x book value
Smaller company, higher risk/reward
6.0% margin — thin
Operating margin of 3.8%
Revenue declined 5.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : APP
The strongest argument for APP centers on Return on Equity, Profit Margin, Operating 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 : CRTO
The strongest argument for CRTO centers on P/E Ratio, Price/Book, Debt/Equity. PEG of 0.89 suggests the stock is reasonably priced for its growth.
Bear Case : APP
The primary concerns for APP are P/E Ratio, Debt/Equity, Price/Book.
Bear Case : CRTO
The primary concerns for CRTO are Market Cap, Profit Margin, Operating Margin.
Key Dynamics to Monitor
APP profiles as a growth stock while CRTO is a value play — different risk/reward profiles.
APP carries more volatility with a beta of 2.53 — expect wider price swings.
APP is growing revenue faster at 59.0% — sustainability is the question.
APP generates stronger free cash flow (869M), providing more financial flexibility.
Bottom Line
APP scores higher overall (77/100 vs 56/100), backed by strong 64.3% margins and 59.0% revenue growth. CRTO offers better value entry with a 46.8% margin of safety. Both earn "Strong Buy" and "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 →Criteo Sa
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Criteo SA, a technology company, provides open Internet monetization and marketing services in North and South America, Europe, the Middle East, Africa, and Asia-Pacific. The company is headquartered in Paris, France.
Visit Website →Compare with Other ADVERTISING AGENCIES Stocks
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