Which is better, APP or EXLS?

On the Buffett-Fit framework, AppLovin Corporation (APP) currently grades higher than EXLS — 76/100 (B grade) vs 59/100 (C). That said, "better" depends on which framework you trust — APP wins on Warren Buffett, Benjamin Graham, Philip Fisher, Peter Lynch, Joel Greenblatt, Charlie Munger, and Terry Smith; EXLS wins on none. The full pillar breakdown is on this page.

Should I buy APP or EXLS?

This page is an educational comparison, not investment advice. Both APP and EXLS 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 EXLS for value investing?

On the Buffett-style value-investing framework, APP currently grades higher — 76/100 vs 59/100, a 17-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 EXLS 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); EXLS scores 59/100 (C grade). The "Where each wins" section on this page breaks down which pillar each stock dominates.

Which has the stronger moat, APP or EXLS?

Moat strength is one of the five pillars in the Buffett-Fit score on this page. APP and EXLS 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 EXLS?

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 EXLS both Technology stocks?

Yes — both AppLovin Corporation (APP) and ExlService Holdings, Inc. (EXLS) 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 EXLS 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

ExlService Holdings

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

EXLS

ExlService Holdings

Market cap

$4.51B

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	EXLS	Winner
Warren Buffett	76B	59C	APP
Benjamin Graham	83D	68B	APP
Philip Fisher	82A	55C	APP
Peter Lynch	84A	49D	APP
Joel Greenblatt	93C	38D	APP
Charlie Munger	94D	48D	APP
Terry Smith	95A	54C	APP

Side-by-side metrics

Metric	APP	EXLS
Market cap	$161.82B	$4.51B
P/E (TTM)	42.7x	18.7x
EV/EBIT	40.7x	14.6x
ROIC (TTM)	65.24%	18.04%
Gross margin	88.37%	38.47%
Net margin	64.29%	11.66%
Revenue CAGR 5y	18.36%	16.79%
EPS CAGR 5y	2.17%	23.07%
Debt / Equity	1.5x	0.1x
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$161.82Bvs $4.51B+97%
EPS CAGR 5y2.17%vs 23.07%+89%
Net margin64.29%vs 11.66%+82%
ROIC (TTM)65.24%vs 18.04%+72%

EXLS leads on

Debt / Equity0.1xvs 1.5x+91%
EV/EBIT14.6xvs 40.7x+64%
P/E (TTM)18.7xvs 42.7x+56%

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

AppLovin

ExlService Holdings

Fit scores by strategy

Side-by-side metrics

Where each one wins

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Key terms in this analysis