APP vs NEXN vs SMWB Stock Comparison

AppLovin, Nexxen International and Similarweb Prices as of Nov 2, 2026 Peers: Industry group
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APP AppLovin Corp
$228.85 -14.7% 1M -64.1% 1Y
Market cap
$76.73B
P/E
17.4x
Revenue (TTM)
$6.83B
Div. yield
–
Digital Advertising Technology
4 wins
SMWB Similarweb Ltd.
$8.71 +9.4% 1M +1.9% 1Y
Market cap
$757.44M
P/E
–
Revenue (TTM)
$295.61M
Div. yield
–
Analytics and BI Technology

Head to Head

9 decided of 12

Nexxen International leads on 5 of the 12 questions below (Nexxen International 5, AppLovin 4). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionAPPNEXNSMWBLeader
Larger companyMarket capitalisation $76.73B $486.29M $757.44M APP
Cheaper on earningsLower P/E, profitable companies only 17.4x 0.0x -33.9x NEXN
Cheaper on forward earningsLower price / next fiscal year consensus EPS 13.6x 8.6x 39.6x NEXN
Faster revenue growthRevenue growth, trailing twelve months +60.6% +3.0% +10.2% APP
More profitableNet margin, trailing twelve months 64.6% 3,669.6% -7.4% NEXN
Better return on capitalReturn on invested capital 71.3% — — –
Less leveragedLower net debt / EBITDA 0.1x — — –
Higher dividend yieldTrailing dividend yield — — — –
Better 1-year returnPrice return, last 12 months -64.1% +5.1% +1.9% NEXN
Better 5-year returnAnnualised price return, 5 years +18.4%/yr -14.6%/yr -15.4%/yr APP
Less volatileAnnualised volatility, 1 year 74.6% 45.0% 81.0% NEXN
Higher overall scoreMean of the five percentile scores vs peers 73/100 73/100 37/100 APP

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 46 #89 of 165 90 #17 of 165 29 #71 of 100
Growth 99 #2 of 153 38 #96 of 153 64 #36 of 97
Profitability 100 #1 of 153 84 #25 of 153 42 #55 of 94
Financial Health 69 #56 of 179 54 #83 of 179 26 #82 of 111
Shareholder Returns 52 #46 of 94 100 #1 of 94 22 #50 of 64
Overall 73 73 37
  • APP ranked among 185 companies in Internet Platforms
  • NEXN ranked among 185 companies in Internet Platforms
  • SMWB ranked among 114 companies in Business Applications

Price Performance

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

Returns

PeriodAPPNEXNSMWBSPY
1 month -14.7%-1.9%+9.4% -2.3%
3 months -43.7%-16.0%+18.8% -0.7%
6 months -51.8%+12.5%+188.4% +4.8%
Year to date -66.0%+32.1%+16.3% +10.3%
1 year -64.1%+5.1%+1.9% +10.3%
3 years +482.8%+134.8%+71.1% +73.0%
3 years, per year +80.0%+32.9%+19.6% +20.1%
5 years +132.7%-54.6%-56.6% +61.9%
5 years, per year +18.4%-14.6%-15.4% +10.1%

Risk

MeasureAPPNEXNSMWBSPY
Volatility, 1Y 74.6%45.0%81.0% 12.8%
Downside volatility, 1Y 83.0%51.6%88.9% 12.8%
Beta vs S&P 500, 1Y 2.330.721.78 1.00
Return / volatility, 1Y -0.860.110.02 0.80
Max drawdown, 5Y -91.9%-84.5%-88.4% -25.4%
From 52-week high -68.8%-21.1%-6.0% -3.5%
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 17.4xmedian 17.3x 0.0xmedian 17.3x -33.9xmedian 28.5x
P/S now vs peer median 11.2xmedian 1.4x 1.3xmedian 1.4x 2.6xmedian 2.8x
EV/EBITDA now vs peer median 14.2xmedian 14.5x 3.6xmedian 14.5x -297.3xmedian 16.8x
P/FCF now vs peer median 16.9xmedian 10.8x 4.2xmedian 10.8x 49.0xmedian 16.2x
P/B now vs peer median 24.3xmedian 1.7x 1.0xmedian 1.7x 33.3xmedian 2.9x
PEG now vs peer median 0.03median 0.40 0.00median 0.40 -1.12median 0.90

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 $6.83B $382.86M $295.61M
Gross profit $6.04B $315.91M $235.99M
Operating income $5.29B $19.59M -$11.06M
Net income $4.41B $13.07M -$21.78M
Free cash flow $4.53B $115.13M $15.44M
R&D $320.08M $60.09M $73.83M
EPS (diluted) $13.08 $230.08 $-0.26
Cash & equivalents $3.05B $132.04M $73.90M
Total debt $3.52B – –
Shares (diluted) 337.03M 61.06M 84.82M
Enterprise value $66.77B -$170.35M $480.39M

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 17.4x 0.0x -33.9x
P/FCF 16.9x 4.2x 49.0x
P/Operating cash flow 16.9x 4.3x 53.5x
P/S 11.2x 1.3x 2.6x
P/B 24.3x 1.0x 33.3x
P/Tangible book 27.3x 2.9x 33.3x
EV/EBITDA 14.2x 3.6x -297.3x
EV/EBIT 14.6x 15.8x -61.8x
EV/Revenue 11.3x 0.8x 2.3x
EV/FCF 17.0x 2.7x 44.3x
EV/Operating cash flow 17.0x 2.7x 48.2x
PEG (3Y EPS CAGR) 0.03 0.00 -1.12

Growth

14 metrics
MetricAPPNEXNSMWB
Revenue growth (1Y) 60.6% 3.0% 10.2%
Revenue CAGR (3Y) 33.3% 4.6% 12.5%
Gross profit growth (1Y) 64.6% -0.5% 12.1%
Gross profit CAGR (3Y) 52.9% 5.1% 14.6%
Operating income growth (1Y) 78.6% -63.2% 50.2%
Operating income CAGR (3Y) 188.9% -4.1% 42.5%
Net income growth (1Y) 81.5% -73.7% 25.1%
Net income CAGR (3Y) 503.2% 38.8% 27.5%
EPS growth (1Y) 84.4% -49.5% 28.7%
EPS CAGR (3Y) 524.6% 57.0% 30.2%
Operating cash flow growth (1Y) 58.5% -11.7% -30.9%
Operating cash flow CAGR (3Y) 74.2% 41.0% 33.8%
Free cash flow growth (1Y) 58.5% -6.2% -29.0%
Free cash flow CAGR (3Y) 74.5% 48.1% 32.7%

Profitability

14 metrics
MetricAPPNEXNSMWB
Gross margin 88.5% 82.5% 79.8%
EBITDA margin 79.4% 22.5% -0.8%
Operating margin 77.4% 5.1% -3.7%
Pretax margin 76.3% 8,850% -5.9%
Net margin 64.6% 3,670% -7.4%
FCF margin 66.3% 30.1% 5.2%
Operating cash flow margin 66.3% 29.7% 4.8%
Return on equity 159.6% 2.8% -108.3%
Return on assets 55.2% 1.7% -8.8%
Return on invested capital 71.3% – –
Return on capital employed 78.5% 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 4.1% 4.9% 6.2%

Financial Health

11 metrics
MetricAPPNEXNSMWB
Debt / assets 42.5% – –
Debt / equity 1.1x – –
Net debt / EBITDA 0.1x – –
Debt / FCF 0.8x – –
Liabilities / assets 61.7% 39.5% 91.9%
Equity / assets 38.3% 60.5% 8.1%
Interest coverage 25.8x 0.0x –
Current ratio 4.3x 1.3x 0.8x
Quick ratio 4.2x 1.4x 0.6x
Cash ratio 2.4x 0.6x 0.3x
Altman Z-score 13.00 1.96 0.43

Shareholder Returns

7 metrics
MetricAPPNEXNSMWB
Dividend yield – – –
Net buyback yield 3.2% 34.3% -0.3%
Shareholder yield 3.2% 34.3% -0.3%
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 13.6xFY2026 8.6xFY2026 39.6xFY2026
EPS, next fiscal year $16.83FY2026 $1.00FY2026 $0.22FY2026
EPS growth, next FY +72.6%FY2026 +2.0%FY2026 +266.7%FY2026
EPS growth, the year after +25.8% +27.0% +36.4%
Revenue, next fiscal year $8.60BFY2026 $373.87MFY2026 $332.14MFY2026
Revenue growth, next FY +56.9%FY2026 +5.9%FY2026 +17.5%FY2026
Revenue growth, the year after +13.9% +8.1% +0.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAPPNEXNSMWB
Held by institutions 67.5% 62.6% 45.9%
Institutions holding 1,459 126 68
Change in shares held, QoQ +6.5% +7.7% -7.8%
Institutions buying 835 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 0.15 0.22
NEXN 0.15 1.00 0.22
SMWB 0.22 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) $76.73B, Nexxen International (NEXN) $486.29M, Similarweb (SMWB) $757.44M.

Which stock is cheaper, APP, NEXN and SMWB?

Nexxen International (NEXN) trades on the lowest price-to-earnings ratio (AppLovin (APP) 17.4x, Nexxen International (NEXN) 0.0x, Similarweb (SMWB) -33.9x). On next year's consensus earnings, Nexxen International (NEXN) is cheapest (AppLovin (APP) 13.6x, Nexxen International (NEXN) 8.6x, Similarweb (SMWB) 39.6x). 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) +60.6%, Nexxen International (NEXN) +3.0%, Similarweb (SMWB) +10.2%.

Which company is more profitable?

Nexxen International (NEXN) has the highest net margin (AppLovin (APP) 64.6%, 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) -64.1%, Nexxen International (NEXN) +5.1%, Similarweb (SMWB) +1.9%. Over five years, AppLovin (APP) compounded fastest (AppLovin (APP) +18.4%/yr, Nexxen International (NEXN) -14.6%/yr, Similarweb (SMWB) -15.4%/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) 74.6%, Nexxen International (NEXN) 45.0%, Similarweb (SMWB) 81.0%). 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 5. 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.