ADV vs APP

Advantage Solutions Inc. vs Applovin Corporation — Valuation Comparison 2026

By CirclFi Research Team · Updated 2026-06-01 · Data from SEC EDGAR, FRED & GDELT

Quick Summary — APP scores higher on quality with 10.0/10 vs ADV's 5.5/10. ADV trades at $37.44 while APP trades at $613.70. Both analyzed daily using SEC EDGAR data across 13 institutional models.

ADV

Advertising Agencies
Advantage Solutions Inc.
Quality
5.5
out of 10
Value Trap
24
SAFE
Price
$37.44
Last close
Models
10/13
Active
VS

APP

Advertising Agencies
Applovin Corporation
Quality
10.0
out of 10
Value Trap
29
LOW
Price
$613.70
Last close
Models
12/13
Active
ADV
2 models active
Limited to 2/13 visible models
APP
Quality Score 10.0/10 — top tier
Limited to 2/13 visible models

ADV vs APP — Fair Value Comparison

ADV
$0$15$29$44 Price$37.44 Bayesian …$27.87 (-25.5%) First Chi…$36.69 (-2.0%)
APP
$0$241$483$724 Price$613.70 Bayesian …$150.02 (-75.6%) Earnings …$110.32 (-82.0%)
Market Price Model 1 Model 2

Model-by-Model Comparison

ModelType ADV Fair ValueADV Upside APP Fair ValueAPP Upside
Bayesian DCF Intrinsic $27.87 -25.5% $150.02 -75.6%
Earnings Power Value Intrinsic $110.32 -82.0%
EROIC Spread Intrinsic $•••.•• ••.•% $•••.•• ••.•%
First Chicago Scenario $36.69 -2.0% $233.21 -62.0%
Markov DDM Intrinsic $•••.•• ••.•% $•••.•• ••.•%
ML-RIV Intrinsic $•••.•• ••.•% $•••.•• ••.•%
PWERM Option-Based $•••.•• ••.•% $•••.•• ••.•%
Regime Cross-Sectional Relative $•••.•• ••.•% $•••.•• ••.•%
Sentiment SOTP Hybrid $•••.•• ••.•% $•••.•• ••.•%
CUCE Ensemble Ensemble $•••.•• ••.•% $•••.•• ••.•%
FTNN Topology Relative $•••.•• ••.•% $•••.•• ••.•%
RCMH-DCF Intrinsic $•••.•• ••.•% $•••.•• ••.•%

ADV vs APP — Which Stock Is More Undervalued in 2026?

APP scores higher with a 10.0/10 quality rating vs ADV's 5.5/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

How Do ADV and APP Valuations Compare?

At $37.44, ADV trades +25.5% above its Bayesian DCF fair value of $27.87, while APP at $613.70 trades +75.6% above its estimate of $150.02. APP shows a wider gap between price and intrinsic value.

Quality of Company: ADV vs APP

ADV earns a Quality of Company score of 5.5/10 compared to APP's 10.0/10. This is a significant quality gap — the higher-scoring company demonstrates materially stronger fundamentals across profitability, growth consistency, and balance sheet health. The QOC score synthesizes 32 signals spanning profitability margins, revenue growth, free cash flow, capital allocation, and leverage.

Value Trap Risk: ADV vs APP

ADV carries a SAFE value trap risk (24/100) while APP shows LOW risk (29/100). Both companies show manageable value trap risk, suggesting their current valuations are not artificially depressed by fundamental deterioration.

Both in Advertising Agencies

Both ADV and APP operate in Advertising Agencies, which has 3 stocks tracked by CirclFi. Same-industry comparisons provide the most direct insight into relative valuation since both companies face similar regulatory environments, market dynamics, and competitive pressures. Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN), and ensemble methods (CUCE).

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