Stock comparison
AppLovin
Pagaya Technologies
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
PGY
Pagaya Technologies
Market cap
$1.06B
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 | PGY | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 48D | APP |
| Benjamin Graham | 83D | 44D | APP |
| Philip Fisher | 82A | 55C | APP |
| Peter Lynch | 84A | 78C | APP |
| Joel Greenblatt | 93C | 31F | APP |
| Charlie Munger | 94D | 55D | APP |
| Terry Smith | 95A | 54C | APP |
Side-by-side metrics
| Metric | APP | PGY |
|---|---|---|
| Market cap | $161.54B | $1.06B |
| P/E (TTM) | 42.7x | 12.2x |
| EV/EBIT | 40.7x | 7.6x |
| ROIC (TTM) | 65.24% | 17.86% |
| Gross margin | 88.37% | 41.41% |
| Net margin | 64.29% | 7.57% |
| Revenue CAGR 5y | 18.36% | 29.69% |
| 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
- Market cap$161.54Bvs $1.06B+99%
- Net margin64.29%vs 7.57%+88%
- ROIC (TTM)65.24%vs 17.86%+73%
- Gross margin88.37%vs 41.41%+53%
PGY leads on
- EV/EBIT7.6xvs 40.7x+81%
- P/E (TTM)12.2xvs 42.7x+71%
- Revenue CAGR 5y29.69%vs 18.36%+38%
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.