APP vs CCO

Applovin Corporation vs Clear Channel Outdoor Holdings, — Valuation Comparison 2026

By CirclFi Research Team · Updated 2026-06-03 · Data from SEC EDGAR, FRED & GDELT

Quick Summary — APP scores higher on quality with 10.0/10 vs CCO's 5.8/10. APP trades at $605.63 while CCO trades at $2.41. Both analyzed daily using SEC EDGAR data across 13 institutional models.

APP

Advertising Agencies
Applovin Corporation
Quality
10.0
out of 10
Value Trap
29
LOW
Price
$605.63
Last close
Models
12/13
Active
VS

CCO

Advertising Agencies
Clear Channel Outdoor Holdings,
Quality
5.8
out of 10
Value Trap
25
LOW
Price
$2.41
Last close
Models
8/13
Active
APP
Quality Score 10.0/10 — top tier
Limited to 2/13 visible models
CCO
Bayesian DCF sees +6.6% upside
Limited to 2/13 visible models

APP vs CCO — Fair Value Comparison

APP
$0$238$476$715 Price$605.63 Bayesian …$146.32 (-75.8%) Earnings …$108.51 (-82.1%)
CCO
$0$1$2$3 Price$2.41 Bayesian …$2.54 (+6.6%) First Chi…$0.25 (-89.5%)
Market Price Model 1 Model 2

Model-by-Model Comparison

ModelType APP Fair ValueAPP Upside CCO Fair ValueCCO Upside
Bayesian DCF Intrinsic $146.32 -75.8% $2.54 +6.6%
Earnings Power Value Intrinsic $108.51 -82.1%
EROIC Spread Intrinsic $•••.•• ••.•% $•••.•• ••.•%
First Chicago Scenario $240.51 -60.3% $0.25 -89.5%
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 $•••.•• ••.•% $•••.•• ••.•%

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

APP scores higher with a 10.0/10 quality rating vs CCO's 5.8/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

How Do APP and CCO Valuations Compare?

At $605.63, APP trades +75.8% above its Bayesian DCF fair value of $146.32, while CCO at $2.41 trades +6.6% below its estimate of $2.54. APP shows a wider gap between price and intrinsic value.

Quality of Company: APP vs CCO

APP earns a Quality of Company score of 10.0/10 compared to CCO's 5.8/10. 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: APP vs CCO

APP carries a LOW value trap risk (29/100) while CCO shows LOW risk (25/100). Both companies show manageable value trap risk, suggesting their current valuations are not artificially depressed by fundamental deterioration.

Both in Advertising Agencies

Both APP and CCO operate in Advertising Agencies, which has 41 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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