Stock comparison
AppLovin
SPS Commerce
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
SPSC
SPS Commerce
Market cap
$1.97B
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 | SPSC | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 51C | APP |
| Benjamin Graham | 83D | 52C | APP |
| Philip Fisher | 82A | 56C | APP |
| Peter Lynch | 84A | 45D | APP |
| Joel Greenblatt | 93C | 25F | APP |
| Charlie Munger | 94D | 39D | APP |
| Terry Smith | 95A | 45D | APP |
Side-by-side metrics
| Metric | APP | SPSC |
|---|---|---|
| Market cap | $161.82B | $1.97B |
| P/E (TTM) | 42.7x | 21.0x |
| EV/EBIT | 40.7x | 14.6x |
| ROIC (TTM) | 65.24% | 8.66% |
| Gross margin | 88.37% | 66.82% |
| Net margin | 64.29% | 11.92% |
| Revenue CAGR 5y | 18.36% | 18.18% |
| EPS CAGR 5y | 2.17% | 18.68% |
| Debt / Equity | 1.5x | 0.0x |
| 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 $1.97B+99%
- EPS CAGR 5y2.17%vs 18.68%+91%
- ROIC (TTM)65.24%vs 8.66%+87%
- Net margin64.29%vs 11.92%+81%
SPSC leads on
- Debt / Equity0.0xvs 1.5x+100%
- EV/EBIT14.6xvs 40.7x+64%
- P/E (TTM)21.0xvs 42.7x+51%
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.