Stock comparison
AppLovin
CDW
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
CDW
CDW
Market cap
$14.16B
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 | CDW | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 51C | APP |
| Benjamin Graham | 83D | 67B | APP |
| Philip Fisher | 82A | 27F | APP |
| Peter Lynch | 84A | 55C | APP |
| Joel Greenblatt | 93C | 31F | APP |
| Charlie Munger | 94D | 42D | APP |
| Terry Smith | 95A | 38D | APP |
Side-by-side metrics
| Metric | APP | CDW |
|---|---|---|
| Market cap | $161.82B | $14.16B |
| P/E (TTM) | 42.7x | 12.2x |
| EV/EBIT | 40.7x | 11.2x |
| ROIC (TTM) | 65.24% | 12.34% |
| Gross margin | 88.37% | 21.57% |
| Net margin | 64.29% | 4.7% |
| Revenue CAGR 5y | 18.36% | 1.87% |
| EPS CAGR 5y | 2.17% | 3.3% |
| Debt / Equity | 1.5x | 2.4x |
| Dividend yield | 0.0% | 2.46% |
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 3.3%+98%
- Net margin64.29%vs 4.7%+93%
- Market cap$161.82Bvs $14.16B+91%
- Revenue CAGR 5y18.36%vs 1.87%+90%
CDW leads on
- Dividend yield2.46%vs 0.0%+100%
- EV/EBIT11.2xvs 40.7x+72%
- P/E (TTM)12.2xvs 42.7x+71%
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.