On the filings, AppLovin (APP) is the stronger stock right now — higher on our blended fundamentals-plus-verdict read, and we currently rate it BUY.
Pure-play AI ad engine compounding at 70% with 76% operating margins; 48x trailing looks fair for this quality and growth.
Profitable adtech leader still growing ~18% with $1B cash flow, now at a rare 21x after a sharp de-rating.
| Metric | APP | TTD |
|---|---|---|
| Fundamentals score | 88 | 79 |
| Revenue growth (YoY) | +70.0% | +18.5% |
| Net income growth (YoY) | +111.0% | +12.8% |
| Net margin | 60.8% | 15.3% |
| Return on equity | 156.2% | 17.8% |
| ROIC (est.) | 58.1% | 18.7% |
| Liabilities / Equity | 2.40 | 1.48 |
| Piotroski F-score | 8 / 9 | 6 / 9 |
Bold green = the stronger figure. All rows derive from SEC XBRL filings — no market-price data on this page.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 19, 2026, 2:15 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 21, 2026, 4:50 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.