Applovin Corp (APP)vsOmnicom Group Inc (OMC)
APP
Applovin Corp
$557.20
-2.04%
COMMUNICATION SERVICES · Cap: $174.98B
OMC
Omnicom Group Inc
$75.31
-0.42%
COMMUNICATION SERVICES · Cap: $20.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Omnicom Group Inc generates 222% more annual revenue ($19.82B vs $6.16B). APP leads profitability with a 64.3% profit margin vs 0.3%. APP appears more attractively valued with a PEG of 1.43. APP earns a higher WallStSmart Score of 77/100 (B+).
APP
Strong Buy77
out of 100
Grade: B+
OMC
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for APP.
Margin of Safety
+5.4%
Fair Value
$73.25
Current Price
$75.31
$2.06 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
Revenue surging 69.2% year-over-year
Reasonable price relative to book value
Areas to Watch
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 79.3x book value
ROE of 0.7% — below average capital efficiency
0.3% margin — thin
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 : OMC
The strongest argument for OMC centers on Revenue Growth, Price/Book. Revenue growth of 69.2% demonstrates continued momentum.
Bear Case : APP
The primary concerns for APP are Debt/Equity, P/E Ratio, Price/Book. A P/E of 45.3x leaves little room for execution misses.
Bear Case : OMC
The primary concerns for OMC are Return on Equity, Profit Margin, Debt/Equity. Thin 0.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
APP profiles as a growth stock while OMC is a hypergrowth play — different risk/reward profiles.
APP carries more volatility with a beta of 2.46 — expect wider price swings.
OMC is growing revenue faster at 69.2% — 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 51/100), backed by strong 64.3% margins and 59.0% revenue growth. Both earn "Strong Buy" and "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 →Omnicom Group Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Omnicom Group Inc. is an American global media, marketing and corporate communications holding company, headquartered in New York City.
Visit Website →Compare with Other ADVERTISING AGENCIES Stocks
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