Applovin Corp (APP)vsGE Vernova LLC (GEV)
APP
Applovin Corp
$468.55
-6.08%
COMMUNICATION SERVICES · Cap: $167.59B
GEV
GE Vernova LLC
$1,040.15
-0.52%
INDUSTRIALS · Cap: $300.69B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Vernova LLC generates 539% more annual revenue ($39.38B vs $6.16B). APP leads profitability with a 64.3% profit margin vs 23.8%. APP appears more attractively valued with a PEG of 1.33. APP earns a higher WallStSmart Score of 77/100 (B+).
APP
Strong Buy77
out of 100
Grade: B+
GEV
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-56.9%
Fair Value
$242.94
Current Price
$468.55
$225.61 premium
Intrinsic value data unavailable for GEV.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 266 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 113.0% YoY
Safe zone — low bankruptcy risk
Mega-cap, among the largest globally
Every $100 of equity generates 76 in profit
Earnings expanding 1816.0% YoY
Keeps 24 of every $100 in revenue as profit
16.3% revenue growth
Generating 4.8B in free cash flow
Areas to Watch
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 74.3x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 20.1x book value
Distress zone — elevated risk
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 : GEV
The strongest argument for GEV centers on Market Cap, Return on Equity, EPS Growth. Profitability is solid with margins at 23.8% and operating margin at 5.5%. Revenue growth of 16.3% demonstrates continued momentum.
Bear Case : APP
The primary concerns for APP are Debt/Equity, P/E Ratio, Price/Book. A P/E of 43.3x leaves little room for execution misses. Debt-to-equity of 1.66 is elevated, increasing financial risk.
Bear Case : GEV
The primary concerns for GEV are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
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.
GEV generates stronger free cash flow (4.8B), providing more financial flexibility.
Monitor ADVERTISING AGENCIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APP scores higher overall (77/100 vs 67/100), backed by strong 64.3% margins and 59.0% revenue growth. Both earn "Strong Buy" and "Strong 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 →GE Vernova LLC
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
GE Vernova LLC, an energy business company, generates electricity.
Visit Website →Compare with Other ADVERTISING AGENCIES Stocks
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