Applovin Corp (APP)vs36Kr Holdings Inc (KRKR)
APP
Applovin Corp
$506.98
-2.58%
COMMUNICATION SERVICES · Cap: $174.83B
KRKR
36Kr Holdings Inc
$2.78
+2.35%
COMMUNICATION SERVICES · Cap: $5.17M
Smart Verdict
WallStSmart Research — data-driven comparison
Applovin Corp generates 2604% more annual revenue ($6.16B vs $227.94M). APP leads profitability with a 64.3% profit margin vs 4.9%. APP trades at a lower P/E of 45.5x. 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
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
Areas to Watch
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 72.1x 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 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 : KRKR
The strongest argument for KRKR centers on Price/Book.
Bear Case : APP
The primary concerns for APP are Debt/Equity, P/E Ratio, Price/Book. A P/E of 45.5x leaves little room for execution misses.
Bear Case : KRKR
The primary concerns for KRKR are Revenue Growth, EPS Growth, Market Cap. A P/E of 65.5x leaves little room for execution misses. 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 2.48 — 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. 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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