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AppLovin (APP) Competitors

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$219.37 -42.61 (-16.26%)
Closing price 04:00 PM Eastern
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$212.30 -7.07 (-3.22%)
As of 07:44 PM Eastern
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APP vs. SAP, PLTR, SHOP, CRWD, INFY, NTES, TEAM, SNOW, NET, and VEEV

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), NetEase (NTES), Atlassian (TEAM), Snowflake (SNOW), Cloudflare (NET), and Veeva Systems (VEEV). 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 compare the two companies based on the strength of their dividends, earnings, analyst recommendations, community ranking, risk, media sentiment, profitability, valuation and institutional ownership.

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.

Company Net Margins Return on Equity Return on Assets
SAP9.17% 12.18% 7.32%
AppLovin 33.54%188.55%29.66%

In the previous week, AppLovin had 68 more articles in the media than SAP. MarketBeat recorded 93 mentions for AppLovin and 25 mentions for SAP. SAP's average media sentiment score of 1.04 beat AppLovin's score of 0.48 indicating that SAP is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
SAP
17 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive
AppLovin
42 Very Positive mention(s)
4 Positive mention(s)
42 Neutral mention(s)
5 Negative mention(s)
0 Very Negative mention(s)
Neutral

SAP has a beta of 1.28, meaning that its stock price is 28% more volatile than the S&P 500. Comparatively, AppLovin has a beta of 2.33, meaning that its stock price is 133% more volatile than the S&P 500.

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SAP$34.18B8.96$3.38B$2.8786.89
AppLovin$4.71B15.84$1.58B$4.5448.32

SAP received 642 more outperform votes than AppLovin when rated by MarketBeat users. Likewise, 66.21% of users gave SAP an outperform vote while only 57.40% of users gave AppLovin an outperform vote.

CompanyUnderperformOutperform
SAPOutperform Votes
770
66.21%
Underperform Votes
393
33.79%
AppLovinOutperform Votes
128
57.40%
Underperform Votes
95
42.60%

41.8% of AppLovin shares are held by institutional investors. 7.4% of SAP shares are held by company insiders. Comparatively, 14.7% of AppLovin shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

SAP presently has a consensus price target of $248.83, indicating a potential downside of 0.22%. AppLovin has a consensus price target of $435.47, indicating a potential upside of 98.51%. Given AppLovin's higher probable upside, analysts plainly believe AppLovin is more favorable than SAP.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SAP
0 Sell rating(s)
0 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
3.00
AppLovin
1 Sell rating(s)
4 Hold rating(s)
15 Buy rating(s)
1 Strong Buy rating(s)
2.76

Summary

AppLovin beats SAP on 12 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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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.
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APP vs. The Competition

MetricAppLovinComputer & Data IndustryBusiness SectorNASDAQ Exchange
Market Cap$74.17B$66.49B$6.64B$7.13B
Dividend YieldN/A1.80%2.53%4.05%
P/E Ratio48.0567.1228.0017.40
Price / Sales15.66185.96148.1684.53
Price / Cash165.4230.1931.4034.64
Price / Book58.633.924.363.79
Net Income$1.58B$3.40B$193.26M$247.10M
7 Day Performance-20.35%-10.42%-3.72%-7.61%
1 Month Performance-33.70%-17.22%-4.94%-10.32%
1 Year Performance198.07%28.15%-0.36%-7.75%

AppLovin Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
APP
AppLovin
3.8617 of 5 stars
$219.37
-16.3%
$435.47
+98.5%
+259.6%$74.58B$4.71B48.321,745Gap Down
High Trading Volume
SAP
SAP
2.5092 of 5 stars
$269.05
+0.4%
$248.83
-7.5%
+36.9%$330.42B$34.18B93.71107,602Positive News
Gap Down
PLTR
Palantir Technologies
1.435 of 5 stars
$84.38
-1.7%
$74.45
-11.8%
+268.4%$197.77B$2.87B443.833,840Analyst Upgrade
Insider Trade
Gap Down
SHOP
Shopify
4.501 of 5 stars
$95.70
-6.6%
$126.31
+32.0%
+8.8%$123.99B$8.88B61.7811,600Positive News
Gap Down
CRWD
CrowdStrike
4.4464 of 5 stars
$351.64
-1.5%
$400.00
+13.8%
+8.5%$87.21B$3.95B689.904,960Analyst Forecast
Insider Trade
Gap Down
INFY
Infosys
3.1654 of 5 stars
$18.16
-0.1%
$19.70
+8.5%
-2.2%$75.18B$19.11B22.97317,240Gap Down
NTES
NetEase
4.3733 of 5 stars
$103.13
+2.4%
$114.57
+11.1%
+8.5%$66.21B$105.30B16.1932,100Positive News
TEAM
Atlassian
4.4546 of 5 stars
$211.62
-2.9%
$314.73
+48.7%
+1.6%$55.46B$4.79B-157.968,810Analyst Forecast
Insider Trade
News Coverage
Gap Down
SNOW
Snowflake
4.5018 of 5 stars
$146.61
-2.7%
$203.83
+39.0%
-8.8%$48.38B$3.63B-43.243,990Analyst Forecast
Positive News
Gap Down
NET
Cloudflare
4.46 of 5 stars
$111.90
-2.6%
$135.64
+21.2%
+13.5%$38.64B$1.67B-509.033,220Insider Trade
Positive News
Gap Down
VEEV
Veeva Systems
4.4115 of 5 stars
$231.82
-1.0%
$256.52
+10.7%
+2.0%$37.59B$2.75B57.185,480Insider Trade
Positive News
Gap Down
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This page (NASDAQ:APP) was last updated on 4/4/2025 by MarketBeat.com Staff
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