Stock comparison
AppLovin
Bentley Systems
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
BSY
Bentley Systems
Market cap
$9.69B
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 | BSY | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 69B | APP |
| Benjamin Graham | 83D | 76B | APP |
| Philip Fisher | 82A | 80A | APP |
| Peter Lynch | 84A | 67B | APP |
| Joel Greenblatt | 93C | 56C | APP |
| Charlie Munger | 94D | 71D | APP |
| Terry Smith | 95A | 68D | APP |
Side-by-side metrics
| Metric | APP | BSY |
|---|---|---|
| Market cap | $161.82B | $9.69B |
| P/E (TTM) | 42.7x | 35.6x |
| EV/EBIT | 40.7x | 28.8x |
| ROIC (TTM) | 65.24% | 11.64% |
| Gross margin | 88.37% | 81.64% |
| Net margin | 64.29% | 18.12% |
| Revenue CAGR 5y | 18.36% | 11.69% |
| EPS CAGR 5y | 2.17% | 30.87% |
| Debt / Equity | 1.5x | 1.0x |
| Dividend yield | 0.0% | 0.87% |
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 $9.69B+94%
- EPS CAGR 5y2.17%vs 30.87%+86%
- ROIC (TTM)65.24%vs 11.64%+82%
- Net margin64.29%vs 18.12%+72%
BSY leads on
- Dividend yield0.87%vs 0.0%+100%
- Debt / Equity1.0xvs 1.5x+36%
- EV/EBIT28.8xvs 40.7x+29%
- P/E (TTM)35.6xvs 42.7x+17%
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.