Applovin Corp (APP)vsWPP PLC ADR (WPP)
APP
Applovin Corp
$308.06
-4.21%
COMMUNICATION SERVICES · Cap: $108.83B
WPP
WPP PLC ADR
$25.42
-1.24%
COMMUNICATION SERVICES · Cap: $5.41B
Smart Verdict
WallStSmart Research — data-driven comparison
WPP PLC ADR generates 94% more annual revenue ($13.26B vs $6.83B). APP leads profitability with a 64.6% profit margin vs -1.8%. APP appears more attractively valued with a PEG of 0.68. APP earns a higher WallStSmart Score of 79/100 (B+).
APP
Strong Buy79
out of 100
Grade: B+
WPP
Avoid34
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-19.9%
Fair Value
$268.28
Current Price
$308.06
$39.78 premium
Margin of Safety
+67.3%
Fair Value
$56.10
Current Price
$25.42
$30.68 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 139 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
Safe zone — low bankruptcy risk
No standout strengths identified
Areas to Watch
Elevated debt levels
Trading at 32.7x book value
Operating margin of 4.1%
Weak financial health signals
Expensive relative to growth rate
Revenue declined 4.4%
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 64.6% and operating margin at 77.7%. Revenue growth of 52.8% demonstrates continued momentum.
Bull Case : WPP
WPP has a balanced fundamental profile.
Bear Case : APP
The primary concerns for APP are Debt/Equity, Price/Book.
Bear Case : WPP
The primary concerns for WPP are Operating Margin, Piotroski F-Score, PEG Ratio. Debt-to-equity of 2.76 is elevated, increasing financial risk.
Key Dynamics to Monitor
APP profiles as a growth stock while WPP is a turnaround play — different risk/reward profiles.
APP carries more volatility with a beta of 2.49 — expect wider price swings.
APP is growing revenue faster at 52.8% — sustainability is the question.
APP generates stronger free cash flow (869M), providing more financial flexibility.
Bottom Line
APP scores higher overall (79/100 vs 34/100), backed by strong 64.6% margins and 52.8% revenue growth. WPP offers better value entry with a 67.3% margin of safety. 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.
Visit Website →WPP PLC ADR
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
WPP plc, a creative transformation company, provides communications, expertise, trade and technology services in North America, the UK, Western Continental Europe, Asia Pacific, Latin America, Africa, the Middle East, and Central and Eastern Europe. The company is headquartered in London, the United Kingdom.
Visit Website →Compare with Other ADVERTISING AGENCIES Stocks
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