APP vs Peers Stock Comparison

AppLovin Prices as of Oct 26, 2026 Peers: Industry group
APP AppLovin Corp
$260.74 -16.1% 1M -57.9% 1Y
Market cap
$87.79B
P/E
19.9x
Revenue (TTM)
$6.83B
Div. yield
–
Digital Advertising Technology

Percentile Scorecard

APP

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

AxisAPP
Valuation 42 #98 of 167
Growth 99 #2 of 153
Profitability 100 #1 of 153
Financial Health 70 #55 of 179
Shareholder Returns 51 #47 of 94
Overall 72
  • APP ranked among 185 companies in Internet Platforms

Price Performance

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

Returns

PeriodAPPSPY
1 month -16.1% -0.8%
3 months -36.8% +3.5%
6 months -43.4% +7.0%
Year to date -61.3% +12.2%
1 year -57.9% +13.0%
3 years +619.9% +86.3%
3 years, per year +93.2% +23.1%
5 years +174.7% +68.6%
5 years, per year +22.4% +11.0%

Risk

MeasureAPPSPY
Volatility, 1Y 73.9% 12.7%
Downside volatility, 1Y 81.7% 12.7%
Beta vs S&P 500, 1Y 2.25 1.00
Return / volatility, 1Y -0.78 1.02
Max drawdown, 5Y -91.9% -25.4%
From 52-week high -64.5% -1.8%
52-week high $733.60 $779.14
52-week low $260.25 $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.

MultipleAPP
P/E now vs peer median 19.9xmedian 17.5x
P/S now vs peer median 12.8xmedian 1.4x
EV/EBITDA now vs peer median 16.2xmedian 14.5x
P/FCF now vs peer median 19.3xmedian 12.1x
P/B now vs peer median 27.6xmedian 1.7x
PEG now vs peer median 0.04median 0.41

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 monthsAPP
Revenue $6.83B
Gross profit $6.04B
Operating income $5.29B
Net income $4.41B
Free cash flow $4.53B
R&D $320.08M
EPS (diluted) $13.08
Cash & equivalents $3.05B
Total debt $14.05B
Shares (diluted) 337.03M
Enterprise value $77.82B

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
MetricAPP
P/E 19.9x
P/FCF 19.3x
P/Operating cash flow 19.3x
P/S 12.8x
P/B 27.6x
P/Tangible book 31.1x
EV/EBITDA 16.2x
EV/EBIT 16.6x
EV/Revenue 12.9x
EV/FCF 19.4x
EV/Operating cash flow 19.4x
PEG (3Y EPS CAGR) 0.04

Growth

14 metrics
MetricAPP
Revenue growth (1Y) 60.6%
Revenue CAGR (3Y) 33.3%
Gross profit growth (1Y) 64.6%
Gross profit CAGR (3Y) 52.9%
Operating income growth (1Y) 78.6%
Operating income CAGR (3Y) 188.9%
Net income growth (1Y) 81.5%
Net income CAGR (3Y) 503.2%
EPS growth (1Y) 84.4%
EPS CAGR (3Y) 524.6%
Operating cash flow growth (1Y) 58.5%
Operating cash flow CAGR (3Y) 74.2%
Free cash flow growth (1Y) 58.5%
Free cash flow CAGR (3Y) 74.5%

Profitability

14 metrics
MetricAPP
Gross margin 88.5%
EBITDA margin 79.4%
Operating margin 77.4%
Pretax margin 76.3%
Net margin 64.6%
FCF margin 66.3%
Operating cash flow margin 66.3%
Return on equity 159.6%
Return on assets 55.2%
Return on invested capital 71.3%
Return on capital employed 78.5%
Asset turnover 0.9x
Cash conversion (OCF / net income) 1.0x
Stock comp / revenue 4.1%

Financial Health

11 metrics
MetricAPP
Debt / assets 42.5%
Debt / equity 1.1x
Net debt / EBITDA 0.1x
Debt / FCF 0.8x
Liabilities / assets 61.7%
Equity / assets 38.3%
Interest coverage 25.8x
Current ratio 4.3x
Quick ratio 4.2x
Cash ratio 2.4x
Altman Z-score 14.26

Shareholder Returns

7 metrics
MetricAPP
Dividend yield –
Net buyback yield 2.8%
Shareholder yield 2.8%
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.

ConsensusAPP
Forward P/E 15.5xFY2026
EPS, next fiscal year $16.83FY2026
EPS growth, next FY +72.6%FY2026
EPS growth, the year after +25.8%
Revenue, next fiscal year $8.60BFY2026
Revenue growth, next FY +56.9%FY2026
Revenue growth, the year after +13.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAPP
Held by institutions 67.5%
Institutions holding 1,457
Change in shares held, QoQ +6.5%
Institutions buying 835
Institutions selling 478
Buyers to sellers 1.75

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Related Comparisons

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.