Stock comparison
AppLovin
ON Semiconductor
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
ON
ON Semiconductor
Market cap
$45.85B
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 | ON | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 48D | APP |
| Benjamin Graham | 83D | 85A | ON |
| Philip Fisher | 82A | 33F | APP |
| Peter Lynch | 84A | 13F | APP |
| Joel Greenblatt | 93C | 44D | APP |
| Charlie Munger | 94D | 42D | APP |
| Terry Smith | 95A | 37D | APP |
Side-by-side metrics
| Metric | APP | ON |
|---|---|---|
| Market cap | $161.54B | $45.85B |
| P/E (TTM) | 42.7x | 77.8x |
| EV/EBIT | 40.7x | 60.7x |
| ROIC (TTM) | 65.24% | 5.4% |
| Gross margin | 88.37% | 37.22% |
| Net margin | 64.29% | 9.46% |
| Revenue CAGR 5y | 18.36% | -2.88% |
| EPS CAGR 5y | 2.17% | -40.86% |
| Debt / Equity | 1.5x | 0.4x |
| 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
- EPS CAGR 5y2.17%vs -40.86%+119%
- Revenue CAGR 5y18.36%vs -2.88%+116%
- ROIC (TTM)65.24%vs 5.4%+92%
- Net margin64.29%vs 9.46%+85%
ON leads on
- Debt / Equity0.4xvs 1.5x+72%
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.