Stock Comparison

APP vs GOOGL

Applovin Corp vs Alphabet Inc

The Verdict

APP takes this one.

Winner

APP

Applovin Corp

2.0

out of 10

Risk Trap

GOOGL

Alphabet Inc

1.0

out of 10

Distressed

Head-to-Head

$153.2B

Market Cap

$4.7T

45.9

P/E Ratio

29.1

57.4%

Profit Margin

37.9%

249.2%

Return on Equity

39.0%

1.6

Debt-to-Equity

0.1

Aggressive

Overall Risk

Moderate

2.0

DVR Score

1.0

The Deep Dive

APP2.0/10

AppLovin demonstrates strong growth (Q4 2025 revenue +66% YoY, Q1 2026 guidance solid) and excellent profitability (Q4 2025 net margin 57.42%, positive FCF), underpinned by its AXON AI platform in the mobile advertising market. However, its market capitalization of $153.18B makes achieving 10x growth within 3-5 years (requiring a valuation of $1.53 trillion) highly improbable. The ongoing SEC inve...

Full APP Analysis

GOOGL1.0/10

Alphabet Inc. continues to demonstrate exceptional operational strength, as evidenced by its Q1 2026 earnings beat, 22% YoY revenue growth, and particularly strong 63% YoY growth in Google Cloud. Its leadership in AI, massive infrastructure investments (CapEx doubled YoY), and robust profitability solidify its position as a premier compounding investment. However, with a current market capitalizat...

Full GOOGL Analysis

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Not Financial Advice

This comparison is for educational purposes only. We are not financial advisors. Always do your own research and consult a qualified advisor before investing.