Davy
Small-Cap Investor, Archetype-Research, Undercovered Companies & Data-Center Supply Chains
Entravision looks only fairly valued now that its growth is stalling, undercutting the super-growth pitch. Management said Q2 was exceptional, won't be repeated over the next two quarters, and expects revenue to fall sequentially into Q3. At about 8x EV/EBITDA, with its biggest customer near 40% of revenue, it compares poorly with its closest comparable, LFTO, at about 11x with ten straight quarters of roughly 8% growth, more vertical integration and no customer concentration. x.comÂ
AppLovin's high growth may outlast market expectations, helping explain its cheap valuation. In SergeyCYW's forward P/E versus expected revenue growth comparison, it is in a league of its own, especially when earnings quality is considered. x.com x.com x.comÂ
AppLovin looks tempting after a massive reset, with some of the strongest fundamentals on the market, in an elite club with Palantir and CrowdStrike. Its price is down 57% from the highs, back to 2024 levels, and its P/E has fallen from 70x to a record-low 24x. Growth has decelerated from priced-for-perfection levels, but it is still a money machine, software-disruption fears are cooling and the stock is consolidating in a long-term support zone. The bottom is likely close. x.com x.com x.comÂ
Entravision is hard to buy because its ad tech business is decelerating, whatever the multiple. That is the reply to @leevalueroach, who calls the stock deep value and the market drunk at the wheel. x.comÂ
AppLovin's growth, liquidity, free cash flow and profitability make it the clear winner among beaten-down stocks with attractive fundamentals. Research Desk's chart shows EPS generally beating estimates, though the latest revenue missed. x.comÂ
AppLovin looks cheap for its growth, at just 15 times forward earnings after 61% growth over the last twelve months. More marketers have lately mentioned AppLovin as a place they want to spend, though the stock is a controversial pick. x.comÂ
AppLovin looks like an attractive ad-tech opportunity around $280 because its advertising platform has opened to all businesses, offering access to over 1 billion daily users, and management expects Q3 revenue above $2B. Shares are down nearly 62% from $733 despite Q2 revenue growth of 53% year over year. x.comÂ
AppLovin is still a Moderate Buy, and for those with conviction in the thesis this is a good time to buy, though it will be a tough one to hold. Down 15% in a week, it could get stuck like Adobe for many quarters ahead. x.com x.comÂ
AppLovin is massively undervalued and growing like crazy, which sets it apart even though sentiment around it is weak. x.comÂ
AppLovin is a monster growth company trading at just 15 times forward earnings, while management expects it to grow much faster than the market expects. Per @stock_analysisx, its earnings per share went from $0.09 to $13 in four years, yet the stock is down 60% from its high. x.comÂ
AppLovin looks cheap at current levels unless something catastrophic is happening beneath the surface. Per @stock_analysisx, its EPS rose from $0.09 to $13 in four years while the stock is down 60% from its high at 15x forward earnings. Still, reaching its above-30% annual growth target through Axon recommendation-engine improvements alone seems unlikely. x.com x.comÂ