APP vs FTV
AppLovin vs Fortive — AI-powered side-by-side comparison
| Metric | APP | FTV |
|---|
| AI Score |
52
|
53
|
| Price |
$305.99
|
$60.08
|
| P/E Ratio |
23.39×
|
34.93×
|
| ROE |
156.2%
|
9.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
88.5%
|
63.2%
|
| Debt / Equity |
1.11×
|
0.58×
|
| Dividend Yield |
0.0%
|
0.4%
|
| RSI (14) |
26.5
|
45.5
|
| Beta |
2.529
|
0.976
|
| Expected Upside |
+36.4%
|
+3.8%
|
AI Committee View
Current Innellis committee reasoning for APP versus FTV.
FTV leads by 1 points.
FTV scores 53/100 (Watch) versus APP at 52/100 (Watch).
APP Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 60.6% yoy -- genuine top-line momentum. Technical Analyst remains cautious — price structure making lower highs and lower lows. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 193.1% shows genuine earnings power backing the valuation — Value
- Revenue growing 60.6% YoY -- genuine top-line momentum — Growth
- EPS growing 84.7% YoY — Growth
Bear Case
- Price-to-book of 106.7x prices in significant intangible value — Value
- Debt-to-equity of 1.70 adds balance-sheet risk to the value case — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
FTV Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Risk Analyst remains cautious — current ratio of 0.71 is tight -- limited short-term liquidity cushion. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- P/E of 34.7 is moderate-to-rich — Value
- Revenue declining -29.8% YoY -- this is not a growth story right now — Growth
- EPS declining -23.3% YoY despite any revenue growth — Growth