Applovin Corp (APP)vsTotalEnergies SE ADR (TTE)
APP
Applovin Corp
$446.35
+0.66%
COMMUNICATION SERVICES · Cap: $150.09B
TTE
TotalEnergies SE ADR
$92.71
+0.51%
ENERGY · Cap: $205.37B
Smart Verdict
WallStSmart Research — data-driven comparison
TotalEnergies SE ADR generates 3227% more annual revenue ($182.34B vs $5.48B). APP leads profitability with a 60.8% profit margin vs 7.2%. TTE appears more attractively valued with a PEG of 0.77. APP earns a higher WallStSmart Score of 77/100 (B+).
APP
Strong Buy77
out of 100
Grade: B+
TTE
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-80.5%
Fair Value
$211.13
Current Price
$446.35
$235.22 premium
Intrinsic value data unavailable for TTE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 213 in profit
Keeps 61 of every $100 in revenue as profit
Strong operational efficiency at 76.9%
Revenue surging 65.9% year-over-year
Earnings expanding 84.7% YoY
Safe zone — low bankruptcy risk
Mega-cap, among the largest globally
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 6.5B in free cash flow
Areas to Watch
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 70.7x book value
7.2% margin — thin
Revenue declined 2.5%
Earnings declined 27.4%
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 60.8% and operating margin at 76.9%. Revenue growth of 65.9% demonstrates continued momentum.
Bull Case : TTE
The strongest argument for TTE centers on Market Cap, PEG Ratio, P/E Ratio. PEG of 0.77 suggests the stock is reasonably priced for its growth.
Bear Case : APP
The primary concerns for APP are Debt/Equity, P/E Ratio, Price/Book. A P/E of 44.5x leaves little room for execution misses. Debt-to-equity of 1.66 is elevated, increasing financial risk.
Bear Case : TTE
The primary concerns for TTE are Profit Margin, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
APP profiles as a growth stock while TTE is a value play — different risk/reward profiles.
APP carries more volatility with a beta of 2.50 — expect wider price swings.
APP is growing revenue faster at 65.9% — sustainability is the question.
TTE generates stronger free cash flow (6.5B), providing more financial flexibility.
Bottom Line
APP scores higher overall (77/100 vs 55/100), backed by strong 60.8% margins and 65.9% 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 →TotalEnergies SE ADR
ENERGY · OIL & GAS INTEGRATED · USA
TotalEnergies SE is a global integrated oil and gas company. The company is headquartered in Paris, France.
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