Stock comparison
AppLovin
SAP SE
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
SAP
SAP SE
Market cap
$205.02B
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 | SAP | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 54C | APP |
| Benjamin Graham | 83D | 65B | APP |
| Philip Fisher | 82A | 57C | APP |
| Peter Lynch | 84A | 65B | APP |
| Joel Greenblatt | 93C | 40D | APP |
| Charlie Munger | 94D | 51C | APP |
| Terry Smith | 95A | 52D | APP |
Side-by-side metrics
| Metric | APP | SAP |
|---|---|---|
| Market cap | $161.82B | $205.02B |
| P/E (TTM) | 42.7x | 22.4x |
| EV/EBIT | 40.7x | 16.5x |
| ROIC (TTM) | 65.24% | 13.99% |
| Gross margin | 88.37% | 73.2% |
| Net margin | 64.29% | 20.03% |
| Revenue CAGR 5y | 18.36% | 8.1% |
| EPS CAGR 5y | 2.17% | 7.28% |
| Debt / Equity | 1.5x | - |
| Dividend yield | 0.0% | 1.74% |
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 7.28%+97%
- ROIC (TTM)65.24%vs 13.99%+79%
- Net margin64.29%vs 20.03%+69%
- Revenue CAGR 5y18.36%vs 8.1%+56%
SAP leads on
- Debt / Equity-vs 1.5x+100%
- Dividend yield1.74%vs 0.0%+100%
- EV/EBIT16.5xvs 40.7x+60%
- P/E (TTM)22.4xvs 42.7x+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.