Stock comparison
Affirm Holdings
AppLovin
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
AFRM
Affirm Holdings
Market cap
$21.84B
Sector
Technology
APP
AppLovin
Market cap
$161.82B
Sector
Technology
Overall winner
AppLovin APP
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | AFRM | APP | Winner |
|---|---|---|---|
| Warren Buffett | 45D | 76B | APP |
| Benjamin Graham | 76D | 83D | APP |
| Philip Fisher | 64C | 82A | APP |
| Peter Lynch | 67C | 84A | APP |
| Joel Greenblatt | 15F | 93C | APP |
| Charlie Munger | 57D | 94D | APP |
| Terry Smith | 47D | 95A | APP |
Side-by-side metrics
| Metric | AFRM | APP |
|---|---|---|
| Market cap | $21.84B | $161.82B |
| P/E (TTM) | 58.0x | 42.7x |
| EV/EBIT | - | 40.7x |
| ROIC (TTM) | 10.85% | 65.24% |
| Gross margin | 67.71% | 88.37% |
| Net margin | 9.63% | 64.29% |
| Revenue CAGR 5y | 38.73% | 18.36% |
| EPS CAGR 5y | 1.0% | 2.17% |
| Debt / Equity | 2.4x | 1.5x |
| Dividend yield | 0.0% | 0.0% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
AFRM leads on
- EV/EBIT-vs 40.7x+112%
- Revenue CAGR 5y38.73%vs 18.36%+53%
APP leads on
- EPS CAGR 5y2.17%vs 1.0%+100%
- Market cap$161.82Bvs $21.84B+87%
- Net margin64.29%vs 9.63%+85%
- ROIC (TTM)65.24%vs 10.85%+83%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.