COMPARE · Data as of August 24, 2026
APP vs TLK
Verdict: Side-by-side breakdown using the Bull Rankings model. APP scored 84.5, TLK scored 45.2 — APP leads.
Compare another set
APP
AppLovin Corporation
84.5
$298.59 · $99.9B
fundamentals as of
Score gap
39.3
APP leads
TLK
Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk
45.2
$15.02 · $14.8B
At a glance · who leads each dimension, on the model's own rules
- CheapestTLK15.0x
- Fastest growthAPP+60.6%
- Strongest balance sheetTLK0.60
- Highest qualityAPP90 / 100
- Largest discount to fair valueTLK-51%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
APP
stronger →← stronger
TLK
90
Qualityreturns · margins · balance sheet
81
96
Growthrevenue & earnings expansion
50
69
Valuevaluation vs sector peers
31
APP is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
APP
TLK
$4.5bB
FCF
$2.3bB
+60.6%A
Rev
-2.2%D+
1.11C+
D/E
0.60B
23.0xB
P/E
15.0xB+
0.86B+
PEG
3.57D
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
APP
TLK
6% below
Price vs fair valuelower is cheaper
51% below
~13%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-16%/yr
-19%
1-yr DCF upside
+116%
+6%
5-yr DCF upside
+102%
+59%
10-yr DCF upside
+84%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
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
TLK
Why this score
- Raising its dividend
- Durable high returns
- Revenue shrinking
- Foreign reporter (IDR)
The companies
APPAppLovin Corporation
Why now
Advertising Agencies · market cap $99.9b. Down 60% from 52-week high of $745.61 — deep drawdown territory. Revenue growing +61% — in hypergrowth territory. PEG 0.86 — paying under fair value for the growth rate. 31 sell-side analysts rate this a Buy with a mean 1-yr target of $526.39 (implying +76% upside).
Moat
Net margin 65% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. FCF converts 103% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $99.9b 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 60% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.53 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. P/S 14.6x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
TLKPerusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk
Why now
Telecom Services · market cap $14.8b. Down 36% from 52-week high of $23.52 — deep drawdown territory.
Moat
Net margin 12% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 19% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Down 36% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Dividend payout 123% of earnings on a 8.1% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
Verdict — model-derived comparison
APP leads TLK by 39.3 points (84.5 to 45.2), its sharpest advantage coming in Rev (grade A). A contrarian could still prefer TLK, which trades about 51% below our DCF fair value — a margin of safety the score doesn't reward. Note they play different roles — APP screens as value, TLK screens as growth — so the model rewards different traits for each.
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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.
Where APP and TLK diverge
On the headline score the gap is 39.3 points in favor of APP. The widest single difference is Growth, where APP leads by 46.1 points.
- GrowthAPP 96.1 · TLK 50.0APP +46.1
- ValueAPP 69.4 · TLK 31.3APP +38.1
- QualityAPP 90.3 · TLK 81.0APP +9.3
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.