COMPARE · Reviewed July 7, 2026
APP vs PINS
Verdict: Side-by-side breakdown using the Bull Rankings model. APP scored 72.2, PINS scored 72.1 — APP ahead by 0.1.
Compare another pair
APP
AppLovin Corporation
72.2
$527.98 · $177.4B
Score gap
0.1
APP leads
PINS
Pinterest, Inc.
72.1
$22.42 · $12.6B
The model, pillar by pillar (0–100 each)
APP
stronger →← stronger
PINS
89
Qualityreturns · margins · balance sheet
66
98
Growthrevenue & earnings expansion
93
43
Valuevaluation vs sector peers
61
APP is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
APP
PINS
$4.4bB
FCF
$1.2bC+
+70.0%A
Rev
+15.8%B+
1.63C
D/E
0.42B+
46.0xC
P/E
46.7xC
1.45B
PEG
0.36A
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
APP
PINS
198% above
Price vs fair valuelower is cheaper
53% below
-74%
1-yr DCF upside
+77%
-66%
5-yr DCF upside
+114%
-53%
10-yr DCF upside
+182%
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
PINS
No notable signals flagged.
The companies
APPAppLovin Corporation
Why now
Advertising Agencies · market cap $177.4b. Down 29% 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 +24% 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. $177.4b 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
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 46x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. P/S 28.8x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
PINSPinterest, Inc.
Why now
Internet Content & Information · market cap $12.6b. Down 44% from 52-week high of $39.93 — deep drawdown territory. Revenue growing +16%, comfortably above the S&P median. PEG 0.36 — paying under fair value for the growth rate. 34 sell-side analysts rate this a Buy with a mean 1-yr target of $27.77 (implying +24% upside).
Moat
ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Down 44% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 47x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
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.