Applovin Corp (APP)vsTrade Desk Inc (TTD)
APP
Applovin Corp
$393.68
-2.74%
COMMUNICATION SERVICES · Cap: $76.47B
TTD
Trade Desk Inc
$15.47
-3.19%
COMMUNICATION SERVICES · Cap: $7.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Applovin Corp generates 129% more annual revenue ($6.83B vs $2.99B). APP leads profitability with a 64.6% profit margin vs 11.0%. APP appears more attractively valued with a PEG of 0.50. APP earns a higher WallStSmart Score of 79/100 (B+).
APP
Strong Buy79
out of 100
Grade: B+
TTD
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-46.4%
Fair Value
$267.19
Current Price
$393.68
$126.49 premium
Intrinsic value data unavailable for TTD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Every $100 of equity generates 152 in profit
Keeps 65 of every $100 in revenue as profit
Strong operational efficiency at 77.7%
Revenue surging 52.8% year-over-year
Earnings expanding 57.0% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Elevated debt levels
Trading at 41.7x book value
Revenue declined 0.5%
Earnings declined 65.2%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : APP
The strongest argument for APP centers on PEG Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 64.6% and operating margin at 77.7%. Revenue growth of 52.8% demonstrates continued momentum.
Bull Case : TTD
The strongest argument for TTD centers on Debt/Equity, PEG Ratio, P/E Ratio. PEG of 0.93 suggests the stock is reasonably priced for its growth.
Bear Case : APP
The primary concerns for APP are Debt/Equity, Price/Book.
Bear Case : TTD
The primary concerns for TTD are Revenue Growth, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
APP profiles as a growth stock while TTD is a declining play — different risk/reward profiles.
APP carries more volatility with a beta of 2.56 — expect wider price swings.
APP is growing revenue faster at 52.8% — sustainability is the question.
APP generates stronger free cash flow (1.4B), providing more financial flexibility.
Bottom Line
APP scores higher overall (79/100 vs 53/100), backed by strong 64.6% margins and 52.8% 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 →Trade Desk Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Trade Desk, Inc. is a technology company in the United States and internationally. The company is headquartered in Ventura, California.
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