Applovin Corp (APP)vsOmnicom Group Inc (OMC)
APP
Applovin Corp
$419.70
+3.33%
COMMUNICATION SERVICES · Cap: $138.57B
OMC
Omnicom Group Inc
$79.27
+0.72%
COMMUNICATION SERVICES · Cap: $22.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Omnicom Group Inc generates 263% more annual revenue ($22.37B vs $6.16B). APP leads profitability with a 64.3% profit margin vs 1.7%. APP appears more attractively valued with a PEG of 1.18. APP earns a higher WallStSmart Score of 77/100 (B+).
APP
Strong Buy77
out of 100
Grade: B+
OMC
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-72.8%
Fair Value
$242.01
Current Price
$419.70
$177.69 premium
Margin of Safety
+16.0%
Fair Value
$82.55
Current Price
$79.27
$3.28 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 63.4% year-over-year
Earnings expanding 58.8% YoY
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Trading at 59.7x book value
ROE of 0.7% — below average capital efficiency
1.7% 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, EPS Growth, Price/Book. Revenue growth of 63.4% demonstrates continued momentum.
Bear Case : APP
The primary concerns for APP are P/E Ratio, Debt/Equity, Price/Book.
Bear Case : OMC
The primary concerns for OMC are Return on Equity, Profit Margin, Debt/Equity. A P/E of 212.7x leaves little room for execution misses. Thin 1.7% 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 2.48 — expect wider price swings.
OMC is growing revenue faster at 63.4% — 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 67/100), backed by strong 64.3% margins and 59.0% revenue growth. OMC offers better value entry with a 16.0% margin of safety. 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 →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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