APP vs. SAP, PLTR, SHOP, CRWD, INFY, TEAM, NTES, SNOW, NET, and DDOG
Should you be buying AppLovin stock or one of its competitors? The main competitors of AppLovin include SAP (SAP), Palantir Technologies (PLTR), Shopify (SHOP), CrowdStrike (CRWD), Infosys (INFY), Atlassian (TEAM), NetEase (NTES), Snowflake (SNOW), Cloudflare (NET), and Datadog (DDOG). These companies are all part of the "computer software" industry.
AppLovin vs.
SAP (NYSE:SAP) and AppLovin (NASDAQ:APP) are both large-cap computer and technology companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, profitability, community ranking, analyst recommendations, dividends, valuation, earnings, media sentiment and risk.
41.8% of AppLovin shares are owned by institutional investors. 7.4% of SAP shares are owned by company insiders. Comparatively, 14.7% of AppLovin shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.
SAP received 645 more outperform votes than AppLovin when rated by MarketBeat users. Likewise, 66.21% of users gave SAP an outperform vote while only 57.60% of users gave AppLovin an outperform vote.
SAP has higher revenue and earnings than AppLovin. AppLovin is trading at a lower price-to-earnings ratio than SAP, indicating that it is currently the more affordable of the two stocks.
SAP has a beta of 1.23, indicating that its share price is 23% more volatile than the S&P 500. Comparatively, AppLovin has a beta of 2.3, indicating that its share price is 130% more volatile than the S&P 500.
AppLovin has a net margin of 33.54% compared to SAP's net margin of 9.17%. AppLovin's return on equity of 188.55% beat SAP's return on equity.
In the previous week, AppLovin had 54 more articles in the media than SAP. MarketBeat recorded 78 mentions for AppLovin and 24 mentions for SAP. SAP's average media sentiment score of 1.01 beat AppLovin's score of 0.54 indicating that SAP is being referred to more favorably in the media.
SAP presently has a consensus target price of $248.83, indicating a potential downside of 12.63%. AppLovin has a consensus target price of $452.29, indicating a potential upside of 29.99%. Given AppLovin's higher probable upside, analysts plainly believe AppLovin is more favorable than SAP.
Summary
AppLovin beats SAP on 12 of the 19 factors compared between the two stocks.
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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.
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This page (NASDAQ:APP) was last updated on 3/3/2025 by MarketBeat.com Staff