APP vs META
Applovin Corporation Class A Common Stock vs Meta Platforms Inc. Class A Common Stock. Side-by-side ACCE scores, valuation, profitability, and growth.
$META vs $APP — ACCE Verdict
$META wins this matchup, and the valuation gap is the core reason.
$META trades at a forward P/E of 19.2x versus $APP's 33.0x, and its EV/EBITDA of 13.78x is less than half $APP's 35.52x. The 6-model fair value tells the same story: $META trades at a -14.9% discount to its $566.77 fair value estimate, while $APP sits at a steep -53.7% premium to its $235.28 estimate at the current $507.64 price. That's a significant overhang.
$APP's growth is undeniably explosive — revenue up 59.0% year-over-year versus $META's 33.1% — but $META's Quality score of 100/100 reflects structural advantages $APP can't match: ROE of 32.9%, net margin of 32.8%, FCF yield of 2.9%, and a D/E of just 0.28 against $APP's leveraged 1.65.
$APP's ROE of 266.4% looks extraordinary but is distorted by its debt load. $META's ACCE composite of 72 versus $APP's 66 reflects the fuller picture: superior balance sheet, cheaper valuation, and analyst upside of 24.3% to the $827.91 target.
For risk-adjusted returns, $META is the clearer pick here.