Applovin Corp (APP)vsEmerald Expositions Events Inc (EEX)
APP
Applovin Corp
$403.87
+1.10%
COMMUNICATION SERVICES · Cap: $138.57B
EEX
Emerald Expositions Events Inc
$5.04
0.00%
COMMUNICATION SERVICES · Cap: $995.53M
Smart Verdict
WallStSmart Research — data-driven comparison
Applovin Corp generates 1208% more annual revenue ($6.16B vs $471.10M). APP leads profitability with a 64.3% profit margin vs -8.2%. APP appears more attractively valued with a PEG of 1.18. APP earns a higher WallStSmart Score of 77/100 (B+).
APP
Strong Buy77
out of 100
Grade: B+
EEX
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-72.8%
Fair Value
$242.01
Current Price
$403.87
$161.86 premium
Margin of Safety
+35.5%
Fair Value
$7.43
Current Price
$5.04
$2.39 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Strong operational efficiency at 26.8%
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Trading at 57.4x book value
Expensive relative to growth rate
Smaller company, higher risk/reward
Elevated debt levels
Weak financial health signals
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 : EEX
The strongest argument for EEX centers on Price/Book, Operating Margin.
Bear Case : APP
The primary concerns for APP are P/E Ratio, Debt/Equity, Price/Book.
Bear Case : EEX
The primary concerns for EEX are PEG Ratio, Market Cap, Debt/Equity. Debt-to-equity of 1.50 is elevated, increasing financial risk.
Key Dynamics to Monitor
APP profiles as a growth stock while EEX is a turnaround play — different risk/reward profiles.
APP carries more volatility with a beta of 2.48 — 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 (77/100 vs 42/100), backed by strong 64.3% margins and 59.0% revenue growth. EEX offers better value entry with a 35.5% 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 →Emerald Expositions Events Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Emerald Holding, Inc. operates business-to-business (B2B) trade shows in the United States. The company is headquartered in New York, New York.
Visit Website →Compare with Other ADVERTISING AGENCIES Stocks
Want to dig deeper into these stocks?