APP vs GOOGL
Applovin Corporation Class A Common Stock vs Alphabet Inc. Class A Common Stock. Scores ACCE, valorisation, rentabilité et croissance côte à côte.
$GOOGL vs $APP: Growth vs Stability
$APP edges out the overall ACCE score 74 vs 72, but the real story is in the underlying metrics.
Growth clearly favors $APP. Revenue is up 59.0% YoY versus $GOOGL's 21.8%, and $APP's earnings growth clocks in at 113.1% YoY against $GOOGL's already-impressive 82.0%. The analyst consensus target of $648.10 implies meaningful upside from the current $609.57.
Valuation and quality favor $GOOGL. At a forward P/E of 26.2 versus $APP's 28.0, $GOOGL is actually cheaper on a forward basis — surprising given its $4.61T market cap. $GOOGL's ROE of 38.9% dwarfs $APP's 2.7%, and its D/E of 20.03 looks conservative next to $APP's leveraged 162.89. $GOOGL's perfect 100 quality score reflects this balance sheet discipline. The analyst target of $430.72 against a current price of $381.95 also signals solid upside.
The winner is $GOOGL. Superior quality (100 vs 86), lower forward multiple, stronger ROE, and far less leverage make it the more durable pick. $APP's growth is exceptional, but the debt load and thin ROE introduce real risk at current prices.