AppLovin (APP) Competitors

$82.49
-0.74 (-0.89%)
(As of 05/17/2024 ET)

APP vs. FDS, GPN, SYM, RKT, VLTO, EFX, BR, APTV, KSPI, and IT

Should you be buying AppLovin stock or one of its competitors? The main competitors of AppLovin include FactSet Research Systems (FDS), Global Payments (GPN), Symbotic (SYM), Rocket Companies (RKT), Veralto (VLTO), Equifax (EFX), Broadridge Financial Solutions (BR), Aptiv (APTV), Joint Stock Company Kaspi.kz (KSPI), and Gartner (IT). These companies are all part of the "business services" sector.

AppLovin vs.

AppLovin (NASDAQ:APP) and FactSet Research Systems (NYSE:FDS) are both large-cap business services companies, but which is the better business? We will contrast the two companies based on the strength of their community ranking, profitability, dividends, analyst recommendations, institutional ownership, valuation, risk, earnings and media sentiment.

FactSet Research Systems has a net margin of 22.72% compared to AppLovin's net margin of 16.46%. AppLovin's return on equity of 51.55% beat FactSet Research Systems' return on equity.

Company Net Margins Return on Equity Return on Assets
AppLovin16.46% 51.55% 11.31%
FactSet Research Systems 22.72%34.36%14.67%

In the previous week, AppLovin had 30 more articles in the media than FactSet Research Systems. MarketBeat recorded 37 mentions for AppLovin and 7 mentions for FactSet Research Systems. FactSet Research Systems' average media sentiment score of 1.19 beat AppLovin's score of 0.79 indicating that FactSet Research Systems is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AppLovin
18 Very Positive mention(s)
5 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
FactSet Research Systems
5 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

AppLovin has a beta of 1.85, indicating that its stock price is 85% more volatile than the S&P 500. Comparatively, FactSet Research Systems has a beta of 0.73, indicating that its stock price is 27% less volatile than the S&P 500.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
AppLovin$2.63B10.30$356.71M$1.6849.10
FactSet Research Systems$2.09B8.20$468.17M$12.6335.54

AppLovin presently has a consensus price target of $71.72, suggesting a potential downside of 13.06%. FactSet Research Systems has a consensus price target of $443.56, suggesting a potential downside of 1.19%. Given FactSet Research Systems' higher probable upside, analysts plainly believe FactSet Research Systems is more favorable than AppLovin.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
AppLovin
1 Sell rating(s)
5 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.61
FactSet Research Systems
3 Sell rating(s)
7 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.70

FactSet Research Systems received 225 more outperform votes than AppLovin when rated by MarketBeat users. However, 49.06% of users gave AppLovin an outperform vote while only 42.98% of users gave FactSet Research Systems an outperform vote.

CompanyUnderperformOutperform
AppLovinOutperform Votes
78
49.06%
Underperform Votes
81
50.94%
FactSet Research SystemsOutperform Votes
303
42.98%
Underperform Votes
402
57.02%

41.9% of AppLovin shares are held by institutional investors. Comparatively, 91.2% of FactSet Research Systems shares are held by institutional investors. 14.7% of AppLovin shares are held by company insiders. Comparatively, 1.0% of FactSet Research Systems shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Summary

AppLovin beats FactSet Research Systems on 10 of the 18 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding APP and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart

APP vs. The Competition

MetricAppLovinComputer & Data IndustryBusiness SectorNASDAQ Exchange
Market Cap$27.14B$75.22B$6.86B$7.99B
Dividend YieldN/A0.70%2.91%3.91%
P/E Ratio49.1041.6416.2815.05
Price / Sales10.30107.701,092.6281.39
Price / Cash32.8629.9728.3131.98
Price / Book35.714.414.884.64
Net Income$356.71M$2.47B$117.80M$217.28M
7 Day Performance-4.56%4.25%1.60%2.90%
1 Month Performance23.49%9.25%5.59%6.66%
1 Year Performance228.38%14.08%9.04%9.89%

AppLovin Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FDS
FactSet Research Systems
4.2117 of 5 stars
$445.37
+0.9%
$443.56
-0.4%
+14.1%$16.98B$2.09B35.2612,237Short Interest ↑
Positive News
GPN
Global Payments
4.9877 of 5 stars
$108.81
-1.3%
$149.11
+37.0%
+4.9%$27.77B$9.65B21.5927,000Analyst Forecast
Analyst Revision
SYM
Symbotic
2.754 of 5 stars
$46.68
+3.6%
$55.69
+19.3%
+40.4%$26.94B$1.18B-194.491,300
RKT
Rocket Companies
2.0506 of 5 stars
$14.40
-1.4%
$10.60
-26.4%
+71.4%$28.59B$3.80B130.9214,700Positive News
VLTO
Veralto
2.2799 of 5 stars
$98.94
+2.1%
$95.18
-3.8%
N/A$24.42B$5.02B0.0016,000Positive News
EFX
Equifax
4.6984 of 5 stars
$251.24
+1.6%
$270.19
+7.5%
+18.3%$31.06B$5.27B55.9614,900Positive News
BR
Broadridge Financial Solutions
4.5212 of 5 stars
$202.21
+1.2%
$206.67
+2.2%
+32.0%$23.90B$6.06B34.5114,700Dividend Announcement
Short Interest ↓
APTV
Aptiv
4.9787 of 5 stars
$81.72
-1.4%
$108.31
+32.5%
-13.4%$22.23B$20.05B7.70154,000Short Interest ↑
KSPI
Joint Stock Company Kaspi.kz
3.2544 of 5 stars
$116.22
-3.1%
$154.50
+32.9%
N/A$22.04B$4.21B0.008,772
IT
Gartner
3.6521 of 5 stars
$442.15
+1.3%
$474.50
+7.3%
+35.9%$34.32B$5.90B44.0020,237Analyst Upgrade
Short Interest ↑

Related Companies and Tools

This page (NASDAQ:APP) was last updated on 5/19/2024 by MarketBeat.com Staff

From Our Partners