Stock comparison
AppLovin
GDS Holdings Limited
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
GDS
GDS Holdings Limited
Market cap
$6.8B
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 | GDS | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 37D | APP |
| Benjamin Graham | 83D | 63D | APP |
| Philip Fisher | 82A | 39D | APP |
| Peter Lynch | 84A | 48D | APP |
| Joel Greenblatt | 93C | 42D | APP |
| Charlie Munger | 94D | 40D | APP |
| Terry Smith | 95A | 30F | APP |
Side-by-side metrics
| Metric | APP | GDS |
|---|---|---|
| Market cap | $161.82B | $6.8B |
| P/E (TTM) | 42.7x | 58.4x |
| EV/EBIT | 40.7x | 60.9x |
| ROIC (TTM) | 65.24% | 1.31% |
| Gross margin | 88.37% | 22.12% |
| Net margin | 64.29% | 8.4% |
| Revenue CAGR 5y | 18.36% | 9.21% |
| EPS CAGR 5y | 2.17% | - |
| Debt / Equity | 1.5x | 1.8x |
| 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
- ROIC (TTM)65.24%vs 1.31%+98%
- Market cap$161.82Bvs $6.8B+96%
- Net margin64.29%vs 8.4%+87%
- Gross margin88.37%vs 22.12%+75%
GDS leads on
No clear edges - the other side wins or ties on every measured metric.
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.