APP vs NEXN vs SMWB Stock Comparison

AppLovin, Nexxen International and Similarweb Prices as of Nov 5, 2026 Peers: Industry group
1 more company in this comparison (TBLA) Create a free account to keep reading and compare up to 10 companies.
APP AppLovin Corp
$356.10 +27.7% 1M -42.3% 1Y
Market cap
$117.98B
P/E
23.7x
Revenue (TTM)
$7.61B
Div. yield
–
Digital Advertising Technology
3 wins
SMWB Similarweb Ltd.
$8.41 +4.6% 1M -2.7% 1Y
Market cap
$731.35M
P/E
–
Revenue (TTM)
$295.61M
Div. yield
–
Analytics and BI Technology

Head to Head

9 decided of 12

Nexxen International leads on 6 of the 12 questions below (Nexxen International 6, AppLovin 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionAPPNEXNSMWBLeader
Larger companyMarket capitalisation $117.98B $504.87M $731.35M APP
Cheaper on earningsLower P/E, profitable companies only 23.7x 0.0x -32.8x NEXN
Cheaper on forward earningsLower price / next fiscal year consensus EPS 21.2x 9.0x 38.2x NEXN
Faster revenue growthRevenue growth, trailing twelve months +57.8% +3.0% +10.2% APP
More profitableNet margin, trailing twelve months 65.9% 3,669.6% -7.4% NEXN
Better return on capitalReturn on invested capital 74.1% — — –
Less leveragedLower net debt / EBITDA 0.1x — — –
Higher dividend yieldTrailing dividend yield — — — –
Better 1-year returnPrice return, last 12 months -42.3% +12.1% -2.7% NEXN
Better 5-year returnAnnualised price return, 5 years +29.3%/yr -12.9%/yr -15.8%/yr APP
Less volatileAnnualised volatility, 1 year 80.3% 45.0% 80.6% NEXN
Higher overall scoreMean of the five percentile scores vs peers 70/100 73/100 35/100 NEXN

Percentile Scorecard

APPNEXNSMWB

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisAPPNEXNSMWB
Valuation 35 #108 of 166 90 #18 of 166 28 #72 of 100
Growth 99 #2 of 154 38 #96 of 154 62 #38 of 99
Profitability 100 #1 of 154 85 #24 of 154 42 #56 of 96
Financial Health 66 #61 of 179 53 #85 of 179 24 #85 of 112
Shareholder Returns 49 #50 of 97 99 #2 of 97 20 #54 of 67
Overall 70 73 35
  • APP ranked among 185 companies in Internet Platforms
  • NEXN ranked among 185 companies in Internet Platforms
  • SMWB ranked among 113 companies in Business Applications

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodAPPNEXNSMWBSPY
1 month +27.7%+2.9%+4.6% -5.9%
3 months +6.1%-18.1%+14.6% -4.6%
6 months -28.6%+16.0%+156.4% +0.2%
Year to date -47.2%+37.2%+12.3% +7.5%
1 year -42.3%+12.1%-2.7% +8.2%
3 years +803.3%+141.8%+68.5% +68.3%
3 years, per year +108.4%+34.2%+19.0% +19.0%
5 years +261.6%-49.7%-57.6% +56.5%
5 years, per year +29.3%-12.9%-15.8% +9.4%

Risk

MeasureAPPNEXNSMWBSPY
Volatility, 1Y 80.3%45.0%80.6% 13.6%
Downside volatility, 1Y 83.1%51.6%88.8% 14.2%
Beta vs S&P 500, 1Y 1.450.701.63 1.00
Return / volatility, 1Y -0.530.27-0.03 0.60
Max drawdown, 5Y -91.9%-84.5%-88.3% -25.4%
From 52-week high -51.5%-18.1%-9.3% -5.9%
52-week high $733.60$10.95$9.27 $779.14
52-week low $228.50$5.70$2.33 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleAPPNEXNSMWB
P/E now vs peer median 23.7xmedian 18.0x 0.0xmedian 18.0x -32.8xmedian 24.7x
P/S now vs peer median 15.5xmedian 1.3x 1.3xmedian 1.3x 2.5xmedian 2.8x
EV/EBITDA now vs peer median 19.6xmedian 15.5x 3.8xmedian 15.5x -286.0xmedian 16.5x
P/FCF now vs peer median 24.1xmedian 11.4x 4.4xmedian 11.4x 47.4xmedian 15.3x
P/B now vs peer median 35.8xmedian 1.7x 1.1xmedian 1.7x 32.1xmedian 2.7x
PEG now vs peer median 0.09median 0.38 0.00median 0.38 -1.09median 0.77

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsAPPNEXNSMWB
Revenue $7.61B $382.86M $295.61M
Gross profit $6.76B $315.91M $235.99M
Operating income $5.92B $19.59M -$11.06M
Net income $5.01B $13.07M -$21.78M
Free cash flow $4.90B $115.13M $15.44M
R&D $378.04M $60.09M $73.83M
EPS (diluted) $14.98 $230.08 $-0.26
Cash & equivalents $3.17B $132.04M $73.90M
Total debt $3.52B – –
Shares (diluted) 334.77M 61.06M 84.82M
Enterprise value $106.51B -$151.78M $454.31M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricAPPNEXNSMWB
P/E 23.7x 0.0x -32.8x
P/FCF 24.1x 4.4x 47.4x
P/Operating cash flow 24.1x 4.4x 51.6x
P/S 15.5x 1.3x 2.5x
P/B 35.8x 1.1x 32.1x
P/Tangible book 39.8x 3.0x 32.1x
EV/EBITDA 19.6x 3.8x -286.0x
EV/EBIT 20.0x 16.7x -59.4x
EV/Revenue 15.6x 0.9x 2.2x
EV/FCF 24.1x 2.8x 42.6x
EV/Operating cash flow 24.1x 2.9x 46.4x
PEG (3Y EPS CAGR) 0.09 0.00 -1.09

Growth

14 metrics
MetricAPPNEXNSMWB
Revenue growth (1Y) 57.8% 3.0% 10.2%
Revenue CAGR (3Y) 35.9% 4.6% 12.5%
Gross profit growth (1Y) 61.3% -0.5% 12.1%
Gross profit CAGR (3Y) 53.2% 5.1% 14.6%
Operating income growth (1Y) 68.9% -63.2% 50.2%
Operating income CAGR (3Y) 155.2% -4.1% 42.5%
Net income growth (1Y) 77.1% -73.7% 25.1%
Net income CAGR (3Y) 262.8% 38.8% 27.5%
EPS growth (1Y) 80.4% -49.5% 28.7%
EPS CAGR (3Y) 271.9% 57.0% 30.2%
Operating cash flow growth (1Y) 46.0% -11.7% -30.9%
Operating cash flow CAGR (3Y) 77.2% 41.0% 33.8%
Free cash flow growth (1Y) 46.0% -6.2% -29.0%
Free cash flow CAGR (3Y) 77.5% 48.1% 32.7%

Profitability

14 metrics
MetricAPPNEXNSMWB
Gross margin 88.8% 82.5% 79.8%
EBITDA margin 79.5% 22.5% -0.8%
Operating margin 77.8% 5.1% -3.7%
Pretax margin 78.0% 8,850% -5.9%
Net margin 65.9% 3,670% -7.4%
FCF margin 64.4% 30.1% 5.2%
Operating cash flow margin 64.4% 29.7% 4.8%
Return on equity 155.2% 2.8% -108.3%
Return on assets 59.5% 1.7% -8.8%
Return on invested capital 74.1% – –
Return on capital employed 85.4% 4.1% -19.5%
Asset turnover 0.9x 0.5x 1.1x
Cash conversion (OCF / net income) 1.0x 8.7x -0.7x
Stock comp / revenue 4.4% 4.9% 6.2%

Financial Health

11 metrics
MetricAPPNEXNSMWB
Debt / assets 41.0% – –
Debt / equity 1.1x – –
Net debt / EBITDA 0.1x – –
Debt / FCF 0.7x – –
Liabilities / assets 61.6% 39.5% 91.9%
Equity / assets 38.4% 60.5% 8.1%
Interest coverage 28.9x 0.0x –
Current ratio 3.8x 1.3x 0.8x
Quick ratio 3.7x 1.4x 0.6x
Cash ratio 2.1x 0.6x 0.3x
Altman Z-score 17.59 2.00 0.37

Shareholder Returns

7 metrics
MetricAPPNEXNSMWB
Dividend yield – – –
Net buyback yield 2.7% 33.1% -0.4%
Shareholder yield 2.7% 33.1% -0.4%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusAPPNEXNSMWB
Forward P/E 21.2xFY2026 9.0xFY2026 38.2xFY2026
EPS, next fiscal year $16.79FY2026 $1.00FY2026 $0.22FY2026
EPS growth, next FY +72.2%FY2026 +2.0%FY2026 +266.7%FY2026
EPS growth, the year after +24.5% +27.0% +36.4%
Revenue, next fiscal year $8.58BFY2026 $373.87MFY2026 $332.20MFY2026
Revenue growth, next FY +56.5%FY2026 +5.9%FY2026 +17.6%FY2026
Revenue growth, the year after +13.0% +8.1% +0.7%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAPPNEXNSMWB
Held by institutions 67.5% 62.6% 45.9%
Institutions holding 1,460 126 68
Change in shares held, QoQ +6.5% +7.7% -7.8%
Institutions buying 836 79 36
Institutions selling 480 30 18
Buyers to sellers 1.74 2.63 2.00

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

APPNEXNSMWB
APP 1.00 0.14 0.19
NEXN 0.14 1.00 0.22
SMWB 0.19 0.22 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, APP, NEXN and SMWB?

AppLovin (APP) is the largest by market capitalisation: AppLovin (APP) $117.98B, Nexxen International (NEXN) $504.87M, Similarweb (SMWB) $731.35M.

Which stock is cheaper, APP, NEXN and SMWB?

Nexxen International (NEXN) trades on the lowest price-to-earnings ratio (AppLovin (APP) 23.7x, Nexxen International (NEXN) 0.0x, Similarweb (SMWB) -32.8x). On next year's consensus earnings, Nexxen International (NEXN) is cheapest (AppLovin (APP) 21.2x, Nexxen International (NEXN) 9.0x, Similarweb (SMWB) 38.2x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

AppLovin (APP) grew revenue fastest over the trailing twelve months: AppLovin (APP) +57.8%, Nexxen International (NEXN) +3.0%, Similarweb (SMWB) +10.2%.

Which company is more profitable?

Nexxen International (NEXN) has the highest net margin (AppLovin (APP) 65.9%, Nexxen International (NEXN) 3,669.6%, Similarweb (SMWB) -7.4%).

Which stock has performed better?

Over the past year Nexxen International (NEXN) returned the most: AppLovin (APP) -42.3%, Nexxen International (NEXN) +12.1%, Similarweb (SMWB) -2.7%. Over five years, AppLovin (APP) compounded fastest (AppLovin (APP) +29.3%/yr, Nexxen International (NEXN) -12.9%/yr, Similarweb (SMWB) -15.8%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Nexxen International (NEXN) has been the steadiest (AppLovin (APP) 80.3%, Nexxen International (NEXN) 45.0%, Similarweb (SMWB) 80.6%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, APP, NEXN and SMWB?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Nexxen International (NEXN) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.