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AppLovin (APP) Competitors

AppLovin logo
$340.99 +22.25 (+6.98%)
(As of 12/20/2024 05:45 PM ET)

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SAP$33.27B9.15$6.64B$2.5099.16
AppLovin$4.29B26.68$356.71M$3.30103.33

SAP received 649 more outperform votes than AppLovin when rated by MarketBeat users. Likewise, 66.00% of users gave SAP an outperform vote while only 56.72% of users gave AppLovin an outperform vote.

CompanyUnderperformOutperform
SAPOutperform Votes
763
66.00%
Underperform Votes
393
34.00%
AppLovinOutperform Votes
114
56.72%
Underperform Votes
87
43.28%

In the previous week, AppLovin had 26 more articles in the media than SAP. MarketBeat recorded 36 mentions for AppLovin and 10 mentions for SAP. AppLovin's average media sentiment score of 0.87 beat SAP's score of 0.49 indicating that AppLovin is being referred to more favorably in the news media.

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

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 presently has a consensus target price of $252.33, suggesting a potential upside of 1.79%. AppLovin has a consensus target price of $310.71, suggesting a potential downside of 8.88%. Given SAP's stronger consensus rating and higher probable upside, equities analysts plainly believe SAP is more favorable than AppLovin.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SAP
0 Sell rating(s)
1 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.89
AppLovin
1 Sell rating(s)
4 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.74

41.8% 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 large money managers, hedge funds and endowments believe a company is poised for long-term growth.

SAP has a beta of 1.23, suggesting that its stock price is 23% more volatile than the S&P 500. Comparatively, AppLovin has a beta of 2.28, suggesting that its stock price is 128% more volatile than the S&P 500.

Summary

AppLovin beats SAP on 13 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$114.43B$84.51B$6.78B$9.08B
Dividend YieldN/A0.83%2.81%4.18%
P/E Ratio103.3351.1844.5017.18
Price / Sales26.68500.51429.21115.67
Price / Cash134.7133.9529.5137.88
Price / Book92.165.805.584.78
Net Income$356.71M$2.40B$125.43M$225.60M
7 Day Performance5.09%-2.00%3.84%-1.26%
1 Month Performance4.85%4.36%10.08%4.37%
1 Year Performance691.16%58.31%21.45%18.73%

AppLovin Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
APP
AppLovin
3.0878 of 5 stars
$340.99
+7.0%
$310.71
-8.9%
+691.2%$114.43B$4.29B103.331,745
SAP
SAP
2.1133 of 5 stars
$253.69
+0.2%
$252.33
-0.5%
+64.1%$311.66B$33.77B101.32107,602
PLTR
Palantir Technologies
N/A$73.93
-2.8%
$38.40
-48.1%
N/A$168.41B$2.23B364.973,735Analyst Forecast
Gap Down
SHOP
Shopify
4.3681 of 5 stars
$116.76
+1.9%
$99.03
-15.2%
+44.5%$150.87B$7.06B107.138,300Positive News
INFY
Infosys
1.8774 of 5 stars
$23.56
+0.7%
$20.85
-11.5%
+23.4%$97.58B$18.84B30.00317,240
CRWD
CrowdStrike
4.148 of 5 stars
$382.36
+3.9%
$358.00
-6.4%
+42.7%$94.18B$3.74B721.617,925Analyst Forecast
TEAM
Atlassian
4.0983 of 5 stars
$277.83
-0.3%
$256.50
-7.7%
+8.3%$72.36B$4.36B-183.3212,157Analyst Forecast
Insider Trade
TTD
Trade Desk
3.6847 of 5 stars
$132.57
+0.1%
$124.94
-5.8%
+65.6%$65.43B$1.95B217.083,115Analyst Forecast
Positive News
NTES
NetEase
4.5653 of 5 stars
$93.46
-2.1%
$107.29
+14.8%
-9.8%$60.02B$105.69B16.1229,128Positive News
Gap Down
SNOW
Snowflake
4.2678 of 5 stars
$171.53
+2.3%
$184.46
+7.5%
-14.4%$56.62B$2.81B-50.307,004Analyst Forecast
Insider Trade
DDOG
Datadog
3.9509 of 5 stars
$155.82
+1.8%
$155.07
-0.5%
+23.9%$52.94B$2.54B288.745,200Analyst Forecast
Insider Trade

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This page (NASDAQ:APP) was last updated on 12/21/2024 by MarketBeat.com Staff
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