Stock comparison
AppLovin
Arm Holdings
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
APP
AppLovin
Market cap
$161.82B
Sector
Technology
ARM
Arm Holdings
Market cap
$326.13B
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 | APP | ARM | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 46D | APP |
| Benjamin Graham | 83D | 80A | APP |
| Philip Fisher | 82A | 63C | APP |
| Peter Lynch | 84A | 54C | APP |
| Joel Greenblatt | 93C | 10F | APP |
| Charlie Munger | 94D | 52D | APP |
| Terry Smith | 95A | 56D | APP |
Side-by-side metrics
| Metric | APP | ARM |
|---|---|---|
| Market cap | $161.82B | $326.13B |
| P/E (TTM) | 42.7x | 332.0x |
| EV/EBIT | 40.7x | 328.3x |
| ROIC (TTM) | 65.24% | 7.26% |
| Gross margin | 88.37% | 94.63% |
| Net margin | 64.29% | 18.37% |
| Revenue CAGR 5y | 18.36% | 16.15% |
| EPS CAGR 5y | 2.17% | 12.01% |
| Debt / Equity | 1.5x | 0.1x |
| 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.
APP leads on
- EPS CAGR 5y2.17%vs 12.01%+94%
- ROIC (TTM)65.24%vs 7.26%+89%
- EV/EBIT40.7xvs 328.3x+88%
- P/E (TTM)42.7xvs 332.0x+87%
ARM leads on
- Debt / Equity0.1xvs 1.5x+96%
- Market cap$326.13Bvs $161.82B+50%
- Gross margin94.63%vs 88.37%+7%
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.