Applovin Corp (APP)vs36Kr Holdings Inc (KRKR)
APP
Applovin Corp
$435.91
-5.02%
COMMUNICATION SERVICES · Cap: $155.10B
KRKR
36Kr Holdings Inc
$3.75
-6.72%
COMMUNICATION SERVICES · Cap: $8.47M
Smart Verdict
WallStSmart Research — data-driven comparison
Applovin Corp generates 2304% more annual revenue ($5.48B vs $227.94M). APP leads profitability with a 60.8% profit margin vs 4.9%. KRKR trades at a lower P/E of 5.4x. APP earns a higher WallStSmart Score of 77/100 (B+).
APP
Strong Buy77
out of 100
Grade: B+
KRKR
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+10.4%
Fair Value
$470.34
Current Price
$435.91
$34.43 discount
Margin of Safety
+25.4%
Fair Value
$5.44
Current Price
$3.75
$1.69 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
ROE of 2.1% — below average capital efficiency
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 69.1x book value
4.7% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
4.9% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : APP
The strongest argument for APP centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 60.8% and operating margin at 76.9%. Revenue growth of 65.9% demonstrates continued momentum.
Bull Case : KRKR
The strongest argument for KRKR centers on P/E Ratio, Price/Book, Debt/Equity.
Bear Case : APP
The primary concerns for APP are Return on Equity, Debt/Equity, P/E Ratio. A P/E of 45.7x leaves little room for execution misses. Debt-to-equity of 1.66 is elevated, increasing financial risk.
Bear Case : KRKR
The primary concerns for KRKR are Revenue Growth, EPS Growth, Market Cap. Thin 4.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
APP profiles as a growth stock while KRKR 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 42/100), backed by strong 60.8% margins and 65.9% revenue growth. KRKR offers better value entry with a 25.4% 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 →36Kr Holdings Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · China
36Kr Holdings Inc. provides business content and services to participants of the new economy in the People's Republic of China. The company is headquartered in Beijing, the People's Republic of China.
Visit Website →Compare with Other ADVERTISING AGENCIES Stocks
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