COMPARE · Reviewed July 9, 2026
APP vs OPRA
Verdict: Side-by-side breakdown using the Bull Rankings model. APP scored 72.1, OPRA scored 75.7 — OPRA leads.
Compare another set
APP
AppLovin Corporation
72.1
$520.43 · $174.8B
Score gap
3.6
OPRA leads
OPRA
Opera Limited
75.7
$19.30 · $1.7B
The model, pillar by pillar (0–100 each)
APP
stronger →← stronger
OPRA
89
Qualityreturns · margins · balance sheet
72
98
Growthrevenue & earnings expansion
100
43
Valuevaluation vs sector peers
60
OPRA is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
APP
OPRA
$4.4bB
FCF
$112mC
+70.0%A
Rev
+27.9%A-
1.63C
D/E
0.01A
45.3xC
P/E
15.3xB+
1.49B
PEG
0.55A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
APP
OPRA
193% above
Price vs fair valuelower is cheaper
33% below
-74%
1-yr DCF upside
+15%
-66%
5-yr DCF upside
+49%
-52%
10-yr DCF upside
+118%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
APP
Why this score
- Durable high returns
OPRA
No notable signals flagged.
The companies
APPAppLovin Corporation
Why now
Advertising Agencies · market cap $174.8b. Down 30% from 52-week high of $745.61 — deep drawdown territory. Revenue growing +70% — in hypergrowth territory. 30 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $654.47 (implying +26% upside).
Moat
Net margin 64% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. FCF converts 112% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $174.8b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Down 30% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.48 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 45x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
OPRAOpera Limited
Why now
Internet Content & Information · market cap $1.7b. 8% off the 52-week high of $21.06. Revenue growing +28% — in hypergrowth territory. PEG 0.55 — paying under fair value for the growth rate. 7 sell-side analysts publish a mean 1-yr target of $26.29 (implying +36% upside).
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 104% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.