Stock comparison
AppLovin
Nova
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
NVMI
Nova
Market cap
$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 | NVMI | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 63C | APP |
| Benjamin Graham | 83D | 81A | APP |
| Philip Fisher | 82A | 90A | NVMI |
| Peter Lynch | 84A | 82A | APP |
| Joel Greenblatt | 93C | 53C | APP |
| Charlie Munger | 94D | 70B | APP |
| Terry Smith | 95A | 64D | APP |
Side-by-side metrics
| Metric | APP | NVMI |
|---|---|---|
| Market cap | $161.54B | $16B |
| P/E (TTM) | 42.7x | 61.8x |
| EV/EBIT | 40.7x | 65.8x |
| ROIC (TTM) | 65.24% | 9.95% |
| Gross margin | 88.37% | 57.46% |
| Net margin | 64.29% | 29.21% |
| Revenue CAGR 5y | 18.36% | 20.61% |
| EPS CAGR 5y | 2.17% | 27.29% |
| Debt / Equity | 1.5x | 0.6x |
| 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 $16B+90%
- EPS CAGR 5y2.17%vs 27.29%+87%
- ROIC (TTM)65.24%vs 9.95%+85%
- Net margin64.29%vs 29.21%+55%
NVMI leads on
- Debt / Equity0.6xvs 1.5x+61%
- Revenue CAGR 5y20.61%vs 18.36%+11%
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.