Stock comparison
AppLovin
Cloudflare
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
NET
Cloudflare
Market cap
$76.41B
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 | NET | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 34F | APP |
| Benjamin Graham | 83D | 62D | APP |
| Philip Fisher | 82A | 51C | APP |
| Peter Lynch | 84A | 68C | APP |
| Joel Greenblatt | 93C | 2F | APP |
| Charlie Munger | 94D | 40D | APP |
| Terry Smith | 95A | 36D | APP |
Side-by-side metrics
| Metric | APP | NET |
|---|---|---|
| Market cap | $161.54B | $76.41B |
| P/E (TTM) | 42.7x | - |
| EV/EBIT | 40.7x | - |
| ROIC (TTM) | 65.24% | -4.14% |
| Gross margin | 88.37% | 73.48% |
| Net margin | 64.29% | -3.72% |
| Revenue CAGR 5y | 18.36% | 34.81% |
| EPS CAGR 5y | 2.17% | - |
| Debt / Equity | 1.5x | 2.3x |
| 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 -4.14%+106%
- Net margin64.29%vs -3.72%+106%
- Market cap$161.54Bvs $76.41B+53%
- Debt / Equity1.5xvs 2.3x+36%
NET leads on
- EV/EBIT-vs 40.7x+111%
- P/E (TTM)-vs 42.7x+105%
- Revenue CAGR 5y34.81%vs 18.36%+47%
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.