Stock comparison
Alarm.com Holdings
AppLovin
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
ALRM
Alarm.com Holdings
Market cap
$2.17B
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 | ALRM | APP | Winner |
|---|---|---|---|
| Warren Buffett | 49D | 76B | APP |
| Benjamin Graham | 62C | 83D | APP |
| Philip Fisher | 51C | 82A | APP |
| Peter Lynch | 42D | 84A | APP |
| Joel Greenblatt | 28F | 93C | APP |
| Charlie Munger | 40D | 94D | APP |
| Terry Smith | 41D | 95A | APP |
Side-by-side metrics
| Metric | ALRM | APP |
|---|---|---|
| Market cap | $2.17B | $161.82B |
| P/E (TTM) | 16.4x | 42.7x |
| EV/EBIT | 16.0x | 40.7x |
| ROIC (TTM) | 7.16% | 65.24% |
| Gross margin | 63.38% | 88.37% |
| Net margin | 12.36% | 64.29% |
| Revenue CAGR 5y | 7.79% | 18.36% |
| EPS CAGR 5y | 26.16% | 2.17% |
| Debt / Equity | 0.7x | 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.
ALRM leads on
- P/E (TTM)16.4xvs 42.7x+61%
- EV/EBIT16.0xvs 40.7x+61%
- Debt / Equity0.7xvs 1.5x+56%
APP leads on
- Market cap$161.82Bvs $2.17B+99%
- ROIC (TTM)65.24%vs 7.16%+89%
- EPS CAGR 5y2.17%vs 26.16%+88%
- Net margin64.29%vs 12.36%+81%
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.