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AppLovin (APP) Competitors

AppLovin logo
$342.34 +10.33 (+3.11%)
As of 01/17/2025 04:00 PM Eastern

APP vs. SAP, PLTR, SHOP, INFY, CRWD, TEAM, NTES, TTD, SNOW, 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), Infosys (INFY), CrowdStrike (CRWD), Atlassian (TEAM), NetEase (NTES), Trade Desk (TTD), Snowflake (SNOW), 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 investment? We will contrast the two companies based on the strength of their earnings, institutional ownership, valuation, community ranking, profitability, risk, analyst recommendations, dividends and media sentiment.

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$33.77B9.56$6.64B$2.50105.09
AppLovin$2.63B43.60$356.71M$3.30103.74

SAP received 648 more outperform votes than AppLovin when rated by MarketBeat users. Likewise, 66.06% of users gave SAP an outperform vote while only 57.07% of users gave AppLovin an outperform vote.

CompanyUnderperformOutperform
SAPOutperform Votes
765
66.06%
Underperform Votes
393
33.94%
AppLovinOutperform Votes
117
57.07%
Underperform Votes
88
42.93%

AppLovin has a net margin of 26.85% compared to SAP's net margin of 8.15%. AppLovin's return on equity of 122.24% beat SAP's return on equity.

Company Net Margins Return on Equity Return on Assets
SAP8.15% 11.44% 6.92%
AppLovin 26.85%122.24%21.60%

SAP currently has a consensus price target of $263.17, indicating a potential upside of 0.16%. AppLovin has a consensus price target of $338.06, indicating a potential downside of 1.25%. Given SAP's stronger consensus rating and higher probable upside, research analysts clearly believe SAP is more favorable than AppLovin.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SAP
0 Sell rating(s)
0 Hold rating(s)
10 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

SAP has a beta of 1.22, indicating that its share price is 22% more volatile than the S&P 500. Comparatively, AppLovin has a beta of 2.29, indicating that its share price is 129% more volatile than the S&P 500.

In the previous week, AppLovin had 17 more articles in the media than SAP. MarketBeat recorded 44 mentions for AppLovin and 27 mentions for SAP. AppLovin's average media sentiment score of 0.98 beat SAP's score of 0.50 indicating that AppLovin is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
SAP
9 Very Positive mention(s)
1 Positive mention(s)
10 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Neutral
AppLovin
26 Very Positive mention(s)
5 Positive mention(s)
11 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

41.9% of AppLovin shares are held by institutional investors. 7.4% of SAP shares are held by insiders. Comparatively, 14.7% of AppLovin shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

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$106.88B$87.12B$7.21B$8.91B
Dividend YieldN/A0.85%2.31%4.01%
P/E Ratio103.7448.9728.5017.34
Price / Sales43.60313.33109.7465.36
Price / Cash126.8532.5429.1435.97
Price / Book92.526.146.194.79
Net Income$356.71M$2.33B$134.52M$225.00M
7 Day Performance7.49%1.64%1.26%1.52%
1 Month Performance7.40%3.61%5.77%4.88%
1 Year Performance732.13%70.35%24.04%20.12%

AppLovin Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
APP
AppLovin
2.6722 of 5 stars
$342.34
+3.1%
$338.06
-1.3%
+732.1%$114.89B$2.63B103.741,745Gap Up
SAP
SAP
3.2129 of 5 stars
$248.99
-1.0%
$252.33
+1.3%
+60.7%$305.89B$33.27B99.60107,602Analyst Upgrade
PLTR
Palantir Technologies
2.4412 of 5 stars
$64.58
-4.0%
$42.12
-34.8%
+327.8%$147.11B$2.65B322.923,735Analyst Forecast
Gap Up
SHOP
Shopify
4.4107 of 5 stars
$100.03
-3.5%
$100.31
+0.3%
+29.0%$129.25B$8.21B93.498,300Analyst Revision
Positive News
INFY
Infosys
1.8635 of 5 stars
$22.64
-0.3%
$20.85
-7.9%
+5.9%$93.77B$18.84B29.03317,240Earnings Report
Analyst Forecast
Analyst Revision
CRWD
CrowdStrike
4.3421 of 5 stars
$336.18
-3.6%
$365.88
+8.8%
+22.9%$82.80B$3.74B659.197,925Analyst Forecast
TEAM
Atlassian
4.0438 of 5 stars
$237.09
-2.2%
$266.10
+12.2%
+3.9%$61.75B$4.57B-155.988,810Analyst Forecast
Insider Trade
Gap Up
NTES
NetEase
4.253 of 5 stars
$93.87
+3.0%
$108.43
+15.5%
+8.8%$60.28B$105.69B15.8629,128Gap Up
TTD
Trade Desk
3.2357 of 5 stars
$117.86
-0.8%
$129.55
+9.9%
+86.1%$58.17B$2.31B193.213,115Gap Up
SNOW
Snowflake
4.5869 of 5 stars
$161.53
-0.6%
$187.69
+16.2%
-11.5%$53.32B$3.41B-47.653,990Analyst Forecast
Analyst Revision
Gap Up
DDOG
Datadog
4.662 of 5 stars
$137.52
-2.1%
$157.46
+14.5%
+6.2%$46.72B$2.54B259.485,200Analyst Forecast
Insider Trade
Short Interest ↓
Analyst Revision

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This page (NASDAQ:APP) was last updated on 1/20/2025 by MarketBeat.com Staff
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