Stock comparison
AppLovin
AXT
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
AXTI
AXT
Market cap
$6.53B
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 | AXTI | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 17F | APP |
| Benjamin Graham | 83D | 52D | APP |
| Philip Fisher | 82A | 29F | APP |
| Peter Lynch | 84A | 2F | APP |
| Joel Greenblatt | 93C | 0F | APP |
| Charlie Munger | 94D | 24F | APP |
| Terry Smith | 95A | 23F | APP |
Side-by-side metrics
| Metric | APP | AXTI |
|---|---|---|
| Market cap | $161.82B | $6.53B |
| P/E (TTM) | 42.7x | - |
| EV/EBIT | 40.7x | - |
| ROIC (TTM) | 65.24% | -3.2% |
| Gross margin | 88.37% | 21.34% |
| Net margin | 64.29% | -14.68% |
| Revenue CAGR 5y | 18.36% | -10.46% |
| EPS CAGR 5y | 2.17% | - |
| Debt / Equity | 1.5x | 0.3x |
| 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
- Revenue CAGR 5y18.36%vs -10.46%+157%
- Net margin64.29%vs -14.68%+123%
- ROIC (TTM)65.24%vs -3.2%+105%
- Market cap$161.82Bvs $6.53B+96%
AXTI leads on
- EV/EBIT-vs 40.7x+116%
- P/E (TTM)-vs 42.7x+109%
- Debt / Equity0.3xvs 1.5x+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.