Both stocks run through our valuation models. Here is how System1 Group (SYS1) and Applovin (APP) compare, as of Aug 10, 2026.
As of Aug 10, 2026, Fair Value Calculator sees System1 Group as the less overvalued of the two: System1 Group trades at £3.28 versus a fair value of £2.28 (-30%), while Applovin trades at $347 versus $181 (-48%).
System1 Group
SYS1.LSE · GBP · Communication Services
-30%
upside to fair value
overvalued
Price£3.28
Fair Value£2.28
Quality58/100
Applovin
APP · USD · Information Technology
-48%
upside to fair value
overvalued
Price$347
Fair Value$181
Quality92/100
Head-to-head numbers
Green value = the better side for that row (for valuation multiples: lower = cheaper).
System1 GroupApplovin
Valuation
32.8×P/E (TTM)45.3×
1.52×P/S (TTM)27.63×
3.90×P/B—
21.2×EV/EBITDA35.2×
1.20×PEG1.43×
1.9%Dividend yield—
£0.06Dividend per share—
Profitability
4%Net margin64%
15%Operating margin78%
9%Return on equity266%
6%Return on assets44%
Growth
69%Revenue growth (YoY)59%
16.4%Avg. growth/yr (3Y)24.8%
10.1%Avg. growth/yr (5Y)30.4%
Balance & size
0.17×Debt / equity1.65×
$56MMarket cap$170B
mixedGrowth qualityhealthy
Even match: 6 to 6 metric wins.
Dash = not meaningfully computable, for example with negative equity.
Quality in detail
The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.
System1 Groupof which business quality 62 · market factors 46Applovinof which business quality 86 · market factors 15
ProfitabilityMargins and returns on capital today
62
91
Quality GrowthAre margins and returns improving?
9
98
CashflowEarnings quality: real cash, not paper profit
InvestmentDisciplined investing over empire-building
45
81
Low VolatilityCalm price path (market factor)
50
0
MomentumPrice trend over the last 3–12 months (market factor)
53
27
52W MomentumDistance to the 52-week high (market factor)
31
11
Net IssuanceBuybacks instead of dilution
82
98
What the models say
The median fair value (base case) per model family, each in the currency of its trading venue. Green = above the current price, red = below.
System1 Group
DCF Models£3.00
Earnings-Based£1.20
Dividend Discount£1.21
Multiples£2.77
Asset-Based£0.76
Growth DCF£2.73
Economic Profit£1.41
Growth Earnings£1.97
23 of 26 models see the stock below the current price.
Applovin
DCF Models$359
Earnings-Based$382
Dividend Discount$0.17
Multiples$113
Asset-Based$4.68
Growth DCF$402
Economic Profit$155
Growth Earnings$492
16 of 25 models see the stock below the current price.
Scenario ranges
From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.
System1 Group
Bear £1.71Fair Value £2.28Bull £2.85
£3.28 = current price (white tick)
Applovin
Bear $135Fair Value $181Bull $474
$347 = current price (white tick)
Compare two other stocks
Tap a field and type again, ticker or company name.
Free, no sign-up
Ranked within their sector
Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.
System1 Group · Communication Services
Quality score58 · above median
Fair value upside-30% · below median
Applovin · Information Technology
Quality score92 · Top 25%
Fair value upside-48% · below median
Bottom line
As of Aug 10, 2026, Fair Value Calculator sees System1 Group as the less overvalued of the two: System1 Group trades at £3.28 versus a fair value of £2.28 (-30%), while Applovin trades at $347 versus $181 (-48%).
Just your email for the monthly Top-25 report of the most undervalued quality stocks, with fair value, quality and price target. Plus 14 days of Pro to try, no card.
Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click. Not financial advice.
A model-based valuation snapshot from 21 models. Values change with price and fundamentals; the date shown above applies.
