Applovin Corp (APP)vsDoubleVerify Holdings Inc (DV)
APP
Applovin Corp
$442.39
+0.56%
COMMUNICATION SERVICES · Cap: $149.51B
DV
DoubleVerify Holdings Inc
$10.05
+0.10%
COMMUNICATION SERVICES · Cap: $1.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Applovin Corp generates 632% more annual revenue ($5.48B vs $748.29M). APP leads profitability with a 60.8% profit margin vs 6.8%. DV appears more attractively valued with a PEG of 0.65. APP earns a higher WallStSmart Score of 77/100 (B+).
APP
Strong Buy77
out of 100
Grade: B+
DV
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+10.3%
Fair Value
$469.87
Current Price
$442.39
$27.48 discount
Margin of Safety
+31.6%
Fair Value
$14.04
Current Price
$10.05
$3.99 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 213 in profit
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
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Earnings expanding 31.1% YoY
Areas to Watch
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 70.1x book value
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 4.6% — below average capital efficiency
6.8% margin — thin
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 60.8% and operating margin at 76.9%. Revenue growth of 65.9% demonstrates continued momentum.
Bull Case : DV
The strongest argument for DV centers on Price/Book, Debt/Equity, Altman Z-Score. PEG of 0.65 suggests the stock is reasonably priced for its growth.
Bear Case : APP
The primary concerns for APP are Debt/Equity, P/E Ratio, Price/Book. A P/E of 44.1x leaves little room for execution misses. Debt-to-equity of 1.66 is elevated, increasing financial risk.
Bear Case : DV
The primary concerns for DV are P/E Ratio, Market Cap, Return on Equity.
Key Dynamics to Monitor
APP profiles as a growth stock while DV 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 64/100), backed by strong 60.8% margins and 65.9% revenue growth. DV offers better value entry with a 31.6% 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 →DoubleVerify Holdings Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
DoubleVerify Holdings, Inc. provides a software platform for digital media measurement, data, and analysis. The company is headquartered in New York, New York with additional locations at Berlin, Germany; Chicago, Illinois; Merelbeke, Belgium; Helsinki, Finland; London, United Kingdom; Los Angeles and San Francisco, California; Miguel Hidalgo, Mexico; Paris, France; So Paulo, Brazil; Singapore, Singapore; Sydney, Australia; Tel Aviv, Israel; and Tokyo, Japan.
Visit Website →Compare with Other ADVERTISING AGENCIES Stocks
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