Vontier (NYSE:VNT) and AppLovin (NASDAQ:APP) Head-To-Head Review

Vontier (NYSE:VNT) and AppLovin (NASDAQ:APP) are both business services companies, but which is the superior business? We will compare the two companies based on the strength of their earnings, institutional ownership, profitability, valuation, analyst recommendations, risk and dividends.

Analyst Recommendations

This is a breakdown of recent ratings for Vontier and AppLovin, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Vontier	0	2	6	1	2.89
AppLovin	1	3	18	2	2.88

Vontier currently has a consensus target price of $47.50, suggesting a potential upside of 8.80%. AppLovin has a consensus target price of $472.8571, suggesting a potential upside of 7.06%. Given Vontier’s stronger consensus rating and higher probable upside, equities analysts clearly believe Vontier is more favorable than AppLovin.

Earnings & Valuation

This table compares Vontier and AppLovin”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Vontier	$2.98 billion	2.15	$422.20 million	$2.63	16.60
AppLovin	$4.71 billion	31.72	$1.58 billion	$7.04	62.74

AppLovin has higher revenue and earnings than Vontier. Vontier is trading at a lower price-to-earnings ratio than AppLovin, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Vontier and AppLovin’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Vontier	12.99%	41.96%	10.73%
AppLovin	45.72%	252.67%	41.46%

Insider and Institutional Ownership

95.8% of Vontier shares are held by institutional investors. Comparatively, 41.9% of AppLovin shares are held by institutional investors. 1.0% of Vontier shares are held by company insiders. Comparatively, 13.7% of AppLovin shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Risk & Volatility

Vontier has a beta of 1.31, suggesting that its share price is 31% more volatile than the S&P 500. Comparatively, AppLovin has a beta of 2.43, suggesting that its share price is 143% more volatile than the S&P 500.

Summary

AppLovin beats Vontier on 12 of the 15 factors compared between the two stocks.

About Vontier

Vontier Corporation provides mobility ecosystem solutions worldwide. The company operates through Mobility Technologies, Repair Solutions, and Environmental and Fueling Solutions segments. The Mobility Technologies segment provides digitally equipment solutions for mobility ecosystem, such as point-of-sale and payment systems, workflow automation, telematics, data analytics, software platform, and integrated solutions for alternative fuel dispensing. The Repair Solutions segment manufactures and distributes vehicle repair tools, toolboxes, automotive diagnostic equipment and software through mobile franchise network. The Environmental and Fueling Solutions segment offers environmental, fueling hardware, software, and aftermarket solutions for fueling infrastructures. It also offers a range of solutions, including environmental sensors; fueling equipment; field payment hardware; point-of sale, workflow, and monitoring software; vehicle tracking and fleet management; software solutions for EV charging; and vehicle mechanics, and technicians equipment. The company markets its products and services to retail and commercial fueling, convenience store, and car wash operators; commercial vehicle repair businesses, fleet owners/operators and electric vehicle charging network operators, as well as direct sales personnel and independent distributors. It serves customers in North America, the Asia Pacific, Europe, and Latin America. Vontier Corporation was incorporated in 2019 and is headquartered in Raleigh, North Carolina.

About AppLovin

AppLovin Corporation engages in building a software-based platform for advertisers to enhance the marketing and monetization of their content in the United States and internationally. It operates through two segments, Software Platform and Apps. The company's software solutions include AppDiscovery, a marketing software solution, which matches advertiser demand with publisher supply through auctions; MAX, an in-app bidding software that optimizes the value of a publisher's advertising inventory by running a real-time competitive auction; Adjust, a measurement and analytics marketing platform that provides marketers with the visibility, insights, and tools needed to grow their apps from early stage to maturity; and Wurl, a connected TV platform, which distributes streaming video for content companies and provides advertising and publishing solutions through its AdPool, ContentDiscovery, and Global FAST Pass products. It also offers SparkLabs, which uses app store optimization to enhance ad visibility; AppLovin Exchange, which connects buyers to mobile and CTV devices through a single and direct RTB exchange; and Array, an end-to-end app management suite for mobile operators and end users. In addition, the company operates various free-to-play mobile games. It serves individuals, small and independent businesses, enterprises, advertisers and advertising networks, mobile app publishers, indie studio developers, and internet platforms. AppLovin Corporation was incorporated in 2011 and is headquartered in Palo Alto, California.