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AppLovin (APP) Competitors

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$337.85 +12.11 (+3.72%)
Closing price 03:59 PM Eastern
Extended Trading
$338.65 +0.80 (+0.24%)
As of 04:13 PM Eastern
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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.

CompanyUnderperformOutperform
SAPOutperform Votes
770
66.21%
Underperform Votes
393
33.79%
AppLovinOutperform Votes
125
57.60%
Underperform Votes
92
42.40%

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$34.18B10.24$3.38B$2.8799.23
AppLovin$4.71B24.79$1.58B$4.5476.64

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.

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 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.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
SAP
16 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
AppLovin
36 Very Positive mention(s)
6 Positive mention(s)
25 Neutral mention(s)
6 Negative mention(s)
0 Very Negative mention(s)
Positive

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.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SAP
0 Sell rating(s)
0 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
3.00
AppLovin
0 Sell rating(s)
4 Hold rating(s)
14 Buy rating(s)
1 Strong Buy rating(s)
2.84

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$116.53B$79.49B$7.71B$8.56B
Dividend YieldN/A0.84%2.25%3.98%
P/E Ratio76.4860.1933.8519.53
Price / Sales24.79222.06316.47111.72
Price / Cash165.4230.1931.6134.58
Price / Book94.045.095.004.39
Net Income$1.58B$3.40B$190.11M$247.12M
7 Day Performance-15.23%-5.32%-1.87%-2.30%
1 Month Performance-4.79%-6.88%-4.06%-3.67%
1 Year Performance458.85%56.20%10.05%5.89%

AppLovin Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
APP
AppLovin
4.4247 of 5 stars
$337.85
+3.7%
$452.29
+33.9%
+423.3%$113.38B$4.71B74.421,745Options Volume
Gap Up
SAP
SAP
2.6858 of 5 stars
$286.64
+1.3%
$248.83
-13.2%
+46.2%$351.96B$36.99B99.82107,602Positive News
Gap Up
PLTR
Palantir Technologies
2.7884 of 5 stars
$92.06
-9.2%
$73.21
-20.5%
+240.4%$210.31B$2.87B485.943,840Analyst Forecast
Gap Up
SHOP
Shopify
4.4105 of 5 stars
$114.67
-0.8%
$126.31
+10.2%
+46.2%$148.46B$8.88B73.978,300Positive News
CRWD
CrowdStrike
4.1375 of 5 stars
$396.77
-2.4%
$383.08
-3.5%
+23.9%$98.07B$3.06B780.737,925Upcoming Earnings
Analyst Forecast
Gap Up
INFY
Infosys
1.5742 of 5 stars
$20.82
-1.7%
$20.22
-2.9%
+1.3%$86.30B$19.11B26.37317,240
TEAM
Atlassian
4.7142 of 5 stars
$284.76
-0.4%
$319.71
+12.3%
+35.9%$74.60B$4.79B-212.4812,157Short Interest ↓
Positive News
NTES
NetEase
4.4955 of 5 stars
$97.99
-5.1%
$114.57
+16.9%
-9.7%$63.07B$105.30B15.4229,128Short Interest ↓
SNOW
Snowflake
4.3121 of 5 stars
$171.78
-3.4%
$193.43
+12.6%
-5.3%$56.63B$2.81B-50.617,004Analyst Upgrade
Analyst Revision
NET
Cloudflare
4.0105 of 5 stars
$148.58
-2.2%
$136.28
-8.3%
+45.6%$50.99B$1.67B-675.353,682
DDOG
Datadog
4.9628 of 5 stars
$116.98
-2.2%
$158.70
+35.7%
-10.5%$39.71B$2.68B229.185,200Short Interest ↓
Positive News

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This page (NASDAQ:APP) was last updated on 3/3/2025 by MarketBeat.com Staff
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