Stock Comparison

APP vs NFLX

Applovin Corp vs Netflix Inc

The Verdict

APP takes this one.

Winner

APP

Applovin Corp

2.0

out of 10

Risk Trap

NFLX

Netflix Inc

0.7

out of 10

Distressed

Head-to-Head

$153.2B

Market Cap

$388.5B

45.9

P/E Ratio

29.1

57.4%

Profit Margin

28.5%

249.2%

Return on Equity

49.2%

1.6

Debt-to-Equity

0.5

Aggressive

Overall Risk

Moderate

2.0

DVR Score

0.7

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

NFLX0.7/10

Netflix continues to demonstrate strong operational execution, highlighted by its Q1 2026 earnings beat on revenue and operating income, along with effective monetization of its ad-supported tier and paid sharing initiatives. Its robust brand, extensive content library, and global distribution network provide a significant competitive moat, supporting consistent, high-quality incremental growth. T...

Full NFLX 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.