Stock comparison
AppLovin
Shift4 Payments
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
$161.54B
Sector
Technology
FOUR
Shift4 Payments
Market cap
$3.94B
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 | FOUR | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 48D | APP |
| Benjamin Graham | 83D | 51D | APP |
| Philip Fisher | 82A | 50C | APP |
| Peter Lynch | 84A | 78C | APP |
| Joel Greenblatt | 93C | 33F | APP |
| Charlie Munger | 94D | 42D | APP |
| Terry Smith | 95A | 33F | APP |
Side-by-side metrics
| Metric | APP | FOUR |
|---|---|---|
| Market cap | $161.54B | $3.94B |
| P/E (TTM) | 42.7x | 30.3x |
| EV/EBIT | 40.7x | 22.6x |
| ROIC (TTM) | 65.24% | 4.31% |
| Gross margin | 88.37% | 35.11% |
| Net margin | 64.29% | 2.29% |
| Revenue CAGR 5y | 18.36% | 32.22% |
| EPS CAGR 5y | 2.17% | - |
| Debt / Equity | 1.5x | 2.8x |
| 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
- Market cap$161.54Bvs $3.94B+98%
- Net margin64.29%vs 2.29%+96%
- ROIC (TTM)65.24%vs 4.31%+93%
- Gross margin88.37%vs 35.11%+60%
FOUR leads on
- EV/EBIT22.6xvs 40.7x+44%
- Revenue CAGR 5y32.22%vs 18.36%+43%
- P/E (TTM)30.3xvs 42.7x+29%
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.