COMPARE · Data as of August 13, 2026
APP vs LFTO
Verdict: Side-by-side breakdown using the Bull Rankings model. APP scored 81.8, LFTO scored 72.0 — APP leads.
Compare another set
Different reporting periods. APP's fundamentals are as of June 2026, but LFTO's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
APP
AppLovin Corporation
81.8
$303.76 · $101.7B
fundamentals as of
Score gap
9.8
APP leads
LFTO
Liftoff Mobile, Inc.
72
$20.06 · $3.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
APP
stronger →← stronger
LFTO
90
Qualityreturns · margins · balance sheet
76
96
Growthrevenue & earnings expansion
94
63
Valuevaluation vs sector peers
76
APP is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
APP
LFTO
$4.5bB
FCF
$149mC
+60.6%A
Rev
+32.1%A
1.11C+
D/E
—
23.4xB
P/E
154.3xD
0.94B+
PEG
0.35A
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
APP
LFTO
4% below
Price vs fair valuelower is cheaper
3% below
~13%/yr
Growth the price implies10-yr FCF · lower = less priced in
~14%/yr
-21%
1-yr DCF upside
-22%
+4%
5-yr DCF upside
+3%
+56%
10-yr DCF upside
+54%
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
LFTO
Why this score
- Short track record
The companies
APPAppLovin Corporation
Why now
Advertising Agencies · market cap $101.7b. Down 59% from 52-week high of $745.61 — deep drawdown territory. Revenue growing +61% — in hypergrowth territory. PEG 0.94 — paying under fair value for the growth rate. 30 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $559.00 (implying +84% 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. $101.7b 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 59% 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 14.9x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
LFTOLiftoff Mobile, Inc.
Why now
Advertising Agencies · market cap $3.4b. Down 33% from 52-week high of $30.10 — deep drawdown territory. Revenue growing +32% — in hypergrowth territory. PEG 0.35 — paying under fair value for the growth rate. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $35.46 (implying +77% upside).
Moat
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
Trailing P/E 154.3x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 33% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Net margin 3.0% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
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.
Where APP and LFTO diverge
On the headline score the gap is 9.8 points in favour of APP. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityAPP 90.3 · LFTO 76.3APP +14.0
- ValueAPP 63.2 · LFTO 75.7LFTO +12.5
- GrowthAPP 96.1 · LFTO 94.2level
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.