WallStSmart

Applovin Corp (APP)vsSociety Pass Inc (SOPA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Applovin Corp generates 85189% more annual revenue ($6.16B vs $7.23M). APP leads profitability with a 64.3% profit margin vs -146.0%. APP earns a higher WallStSmart Score of 76/100 (B+).

APP

Strong Buy

76

out of 100

Grade: B+

Growth: 10.0Profit: 10.0Value: 3.7Quality: 8.0
Piotroski: 6/9Altman Z: 3.74

SOPA

Avoid

31

out of 100

Grade: F

Growth: 5.3Profit: 2.0Value: 5.0Quality: 5.0
Piotroski: 2/9Altman Z: -8.96

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APP6 strengths · Avg: 10.0/10
Market CapQuality
$203.46B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
167.7%10/10

Every $100 of equity generates 168 in profit

Profit MarginProfitability
64.3%10/10

Keeps 64 of every $100 in revenue as profit

Operating MarginProfitability
78.1%10/10

Strong operational efficiency at 78.1%

Revenue GrowthGrowth
59.0%10/10

Revenue surging 59.0% year-over-year

EPS GrowthGrowth
113.1%10/10

Earnings expanding 113.1% YoY

SOPA2 strengths · Avg: 10.0/10
Price/BookValuation
0.0x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.0710/10

Conservative balance sheet, low leverage

Areas to Watch

APP4 concerns · Avg: 2.8/10
PEG RatioValuation
1.694/10

Expensive relative to growth rate

Debt/EquityHealth
1.493/10

Elevated debt levels

P/E RatioValuation
52.6x2/10

Premium valuation, high expectations priced in

Price/BookValuation
79.3x2/10

Trading at 79.3x book value

SOPA4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$4.81M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-73.8%2/10

ROE of -73.8% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : APP

The strongest argument for APP centers on Market Cap, Return on Equity, Profit 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 : SOPA

The strongest argument for SOPA centers on Price/Book, Debt/Equity.

Bear Case : APP

The primary concerns for APP are PEG Ratio, Debt/Equity, P/E Ratio. A P/E of 52.6x leaves little room for execution misses.

Bear Case : SOPA

The primary concerns for SOPA are EPS Growth, Market Cap, Piotroski F-Score.

Key Dynamics to Monitor

APP profiles as a growth stock while SOPA is a turnaround play — different risk/reward profiles.

APP carries more volatility with a beta of 2.37 — 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 (76/100 vs 31/100), backed by strong 64.3% margins and 59.0% revenue growth. Both earn "Strong Buy" and "Avoid" 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.

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Society Pass Inc

COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA

Society Pass Incorporated is dedicated to the acquisition and operation of e-commerce platforms for consumers and merchants in Southeast Asia. The company is headquartered in Carson City, Nevada.

Visit Website →

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