Which is better, APP or PAYP?

On the Buffett-Fit framework, AppLovin Corporation (APP) currently grades higher than PAYP — 76/100 (B grade) vs 57/100 (D). That said, "better" depends on which framework you trust — APP wins on Warren Buffett, Benjamin Graham, Philip Fisher, Joel Greenblatt, Charlie Munger, and Terry Smith; PAYP wins on Peter Lynch. The full pillar breakdown is on this page.

Should I buy APP or PAYP?

This page is an educational comparison, not investment advice. Both APP and PAYP are graded against the same Buffett 5-pillar framework (moat, earnings durability, management quality, financial health, valuation) plus six other documented investor frameworks. Read the side-by-side breakdown to see which one matches the criteria you care about most — and always do your own research before making any investment decision.

Is APP better than PAYP for value investing?

On the Buffett-style value-investing framework, APP currently grades higher — 76/100 vs 57/100, a 19-point gap. The gap is driven by which pillars each stock passes; the table on this page shows moat, durability, management, financial health, and valuation side-by-side.

What's the difference between APP and PAYP on Warren Buffett's framework?

Both stocks are evaluated on the same five pillars: economic moat (durable competitive advantage), earnings durability (consistent profitability), management quality (capital allocation), financial health (conservative balance sheet), and valuation (margin of safety). APP currently scores 76/100 (B grade); PAYP scores 57/100 (D grade). The "Where each wins" section on this page breaks down which pillar each stock dominates.

Which has the stronger moat, APP or PAYP?

Moat strength is one of the five pillars in the Buffett-Fit score on this page. APP and PAYP are each scored on ROIC sustainability, gross-margin durability, and qualitative signals like brand strength, switching costs, network effects, and regulatory barriers. The pillar breakdown on this page shows the moat sub-score side-by-side so you can see which one has the more durable competitive advantage.

Which is more undervalued, APP or PAYP?

Valuation is one of the five Buffett-Fit pillars on this page. Both stocks are scored on owner-earnings yield, price-to-intrinsic-value vs the underlying compounding rate, and the margin of safety relative to a conservative DCF. The valuation sub-score in the table below tells you which one currently trades at a more attractive price relative to its underlying business quality.

Are APP and PAYP both Technology stocks?

Yes — both AppLovin Corporation (APP) and PayPay Corporation (PAYP) operate in the Technology sector. That makes this a direct sector-peer comparison, which is the apples-to-apples way to use the Buffett-Fit framework: the score weighs each stock against its sector's specific quality and valuation benchmarks (sector-relative bonus), so the cross-stock comparison isn't distorted by inter-sector base-rate differences.

Is this APP vs PAYP comparison investment advice?

No. This page is an educational pattern-match against documented public frameworks (Buffett, Graham, Fisher, Lynch, Greenblatt, Munger, Smith), not personalised investment advice. The scores reflect how closely each stock matches each framework's documented criteria — they are not buy/hold/sell recommendations. Always do your own research and consult a licensed financial adviser for personalised advice.

Stock comparison

AppLovin

Name: invest-like
Rating: 5.0 (5 reviews)

PayPay

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

PAYP

PayPay

Market cap

$12.78B

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	PAYP	Winner
Warren Buffett	76B	57D	APP
Benjamin Graham	83D	66D	APP
Philip Fisher

Side-by-side metrics

Metric	APP	PAYP
Market cap	$161.82B	$12.78B
P/E (TTM)	42.7x	17.3x
EV/EBIT	40.7x	59.7x
ROIC (TTM)	65.24%	1.71%
Gross margin	88.37%	87.37%
Net margin	64.29%	32.17%
Revenue CAGR 5y	18.36%

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 1.71%+97%
Market cap$161.82Bvs $12.78B+92%
Net margin64.29%vs 32.17%+50%
EV/EBIT40.7xvs 59.7x

More like APP

APP vs FICO APP vs FTNT APP vs ADSK APP vs KLAC APP vs NP APP vs CDNS

More like PAYP

PAYP vs FICO

Related on invest-like

Strongest Moat Highest ROIC Warren Buffett strategy Economic Moat

Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.