Applovin Corp (APP)vsIntegral Ad Science Holding LLC (IAS)
APP
Applovin Corp
$323.96
+3.01%
COMMUNICATION SERVICES · Cap: $108.83B
IAS
Integral Ad Science Holding LLC
$10.34
0.00%
COMMUNICATION SERVICES · Cap: $1.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Applovin Corp generates 1056% more annual revenue ($6.83B vs $590.67M). APP leads profitability with a 64.6% profit margin vs 0.1%. APP trades at a lower P/E of 24.2x. APP earns a higher WallStSmart Score of 79/100 (B+).
APP
Strong Buy79
out of 100
Grade: B+
IAS
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-20.7%
Fair Value
$268.47
Current Price
$323.96
$55.49 premium
Margin of Safety
-8.2%
Fair Value
$9.56
Current Price
$10.34
$0.78 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 139 in profit
Keeps 65 of every $100 in revenue as profit
Strong operational efficiency at 77.7%
Revenue surging 52.8% year-over-year
Earnings expanding 57.0% YoY
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
Elevated debt levels
Trading at 34.4x book value
Premium valuation, high expectations priced in
0.2% revenue growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
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 64.6% and operating margin at 77.7%. Revenue growth of 52.8% demonstrates continued momentum.
Bull Case : IAS
The strongest argument for IAS centers on Price/Book.
Bear Case : APP
The primary concerns for APP are Debt/Equity, Price/Book.
Bear Case : IAS
The primary concerns for IAS are P/E Ratio, Revenue Growth, Market Cap. Thin 0.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
APP profiles as a growth stock while IAS is a value play — different risk/reward profiles.
APP carries more volatility with a beta of 2.49 — expect wider price swings.
APP is growing revenue faster at 52.8% — sustainability is the question.
APP generates stronger free cash flow (869M), providing more financial flexibility.
Bottom Line
APP scores higher overall (79/100 vs 42/100), backed by strong 64.6% margins and 52.8% 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 →Integral Ad Science Holding LLC
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Integral Ad Science Holding LLC is a digital advertising verification company in the United States, United Kingdom, Germany, Italy, Spain, Sweden, Singapore, Australia, France, Japan, Canada, Hong Kong, and Brazil. The company is headquartered in New York, New York.
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