Stock comparison
AppLovin
Paycom Software
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
PAYC
Paycom Software
Market cap
$7.51B
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 | PAYC | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 71B | APP |
| Benjamin Graham | 83D | 66B | APP |
| Philip Fisher | 82A | 81A | APP |
| Peter Lynch | 84A | 60C | APP |
| Joel Greenblatt | 93C | 49D | APP |
| Charlie Munger | 94D | 77B | APP |
| Terry Smith | 95A | 73B | APP |
Side-by-side metrics
| Metric | APP | PAYC |
|---|---|---|
| Market cap | $161.82B | $7.51B |
| P/E (TTM) | 42.7x | 15.1x |
| EV/EBIT | 40.7x | 14.4x |
| ROIC (TTM) | 65.24% | 21.47% |
| Gross margin | 88.37% | 79.74% |
| Net margin | 64.29% | 22.44% |
| Revenue CAGR 5y | 18.36% | 18.08% |
| EPS CAGR 5y | 2.17% | 24.44% |
| Debt / Equity | 1.5x | 0.9x |
| Dividend yield | 0.0% | 1.08% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
APP leads on
- Market cap$161.82Bvs $7.51B+95%
- EPS CAGR 5y2.17%vs 24.44%+89%
- ROIC (TTM)65.24%vs 21.47%+67%
- Net margin64.29%vs 22.44%+65%
PAYC leads on
- Dividend yield1.08%vs 0.0%+100%
- P/E (TTM)15.1xvs 42.7x+65%
- EV/EBIT14.4xvs 40.7x+65%
- Debt / Equity0.9xvs 1.5x+37%
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.