Stock comparison
AppLovin
Ibotta
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
IBTA
Ibotta
Market cap
$860.56M
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 | IBTA | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 33F | APP |
| Benjamin Graham | 83D | 48D | APP |
| Philip Fisher | 82A | 41D | APP |
| Peter Lynch | 84A | 38D | APP |
| Joel Greenblatt | 93C | 4F | APP |
| Charlie Munger | 94D | 39D | APP |
| Terry Smith | 95A | 54C | APP |
Side-by-side metrics
| Metric | APP | IBTA |
|---|---|---|
| Market cap | $161.82B | $860.56M |
| P/E (TTM) | 42.7x | - |
| EV/EBIT | 40.7x | 450.5x |
| ROIC (TTM) | 65.24% | 21.1% |
| Gross margin | 88.37% | 77.97% |
| Net margin | 64.29% | -2.15% |
| Revenue CAGR 5y | 18.36% | 17.57% |
| EPS CAGR 5y | 2.17% | - |
| Debt / Equity | 1.5x | 0.1x |
| 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
- Net margin64.29%vs -2.15%+103%
- Market cap$161.82Bvs $860.56M+99%
- EV/EBIT40.7xvs 450.5x+91%
- Gross margin88.37%vs 77.97%+12%
IBTA leads on
- P/E (TTM)-vs 42.7x+139%
- ROIC (TTM)21.1%vs 65.24%+97%
- Debt / Equity0.1xvs 1.5x+93%
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.