AppLovin (APP) Competitors

Duolingo (NASDAQ:DUOL) and AppLovin (NASDAQ:APP) are both large-cap business services companies, but which is the better business? We will compare the two businesses based on the strength of their valuation, risk, analyst recommendations, earnings, dividends, institutional ownership, media sentiment and profitability.

Do analysts rate DUOL or APP?

Duolingo presently has a consensus price target of $443.53, suggesting a potential upside of 12.18%. AppLovin has a consensus price target of $438.85, suggesting a potential upside of 28.98%. Given AppLovin's stronger consensus rating and higher possible upside, analysts plainly believe AppLovin is more favorable than Duolingo.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Duolingo	0 Sell rating(s)	7 Hold rating(s)	10 Buy rating(s)	0 Strong Buy rating(s)	2.59
AppLovin	1 Sell rating(s)	3 Hold rating(s)	16 Buy rating(s)	2 Strong Buy rating(s)	2.86

Which has more volatility & risk, DUOL or APP?

Duolingo has a beta of 0.89, indicating that its stock price is 11% less volatile than the S&P 500. Comparatively, AppLovin has a beta of 2.42, indicating that its stock price is 142% more volatile than the S&P 500.

Do institutionals and insiders hold more shares of DUOL or APP?

91.6% of Duolingo shares are held by institutional investors. Comparatively, 41.9% of AppLovin shares are held by institutional investors. 15.7% of Duolingo shares are held by insiders. Comparatively, 13.7% of AppLovin shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Does the media favor DUOL or APP?

In the previous week, AppLovin had 35 more articles in the media than Duolingo. MarketBeat recorded 52 mentions for AppLovin and 17 mentions for Duolingo. AppLovin's average media sentiment score of 1.15 beat Duolingo's score of 0.98 indicating that AppLovin is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Duolingo	11 Very Positive mention(s)	5 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
AppLovin	29 Very Positive mention(s)	5 Positive mention(s)	12 Neutral mention(s)	2 Negative mention(s)	0 Very Negative mention(s)	Positive

Is DUOL or APP more profitable?

AppLovin has a net margin of 37.38% compared to Duolingo's net margin of 11.93%. AppLovin's return on equity of 224.65% beat Duolingo's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Duolingo	11.93%	11.70%	7.64%
AppLovin	37.38%	224.65%	34.45%

Which has higher valuation & earnings, DUOL or APP?

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Duolingo	$748.02M	24.02	$88.57M	$2.03	194.77
AppLovin	$4.71B	24.45	$1.58B	$5.54	61.42

Summary

AppLovin beats Duolingo on 14 of the 17 factors compared between the two stocks.