Free Trial

AppLovin (APP) Competitors

AppLovin logo
$360.75 +17.73 (+5.17%)
Closing price 04:00 PM Eastern
Extended Trading
$361.76 +1.01 (+0.28%)
As of 06:47 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

APP vs. SAP, PLTR, SHOP, CRWD, INFY, 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), CrowdStrike (CRWD), Infosys (INFY), Atlassian (TEAM), NetEase (NTES), Trade Desk (TTD), Snowflake (SNOW), and Datadog (DDOG). These companies are all part of the "computer software" industry.

AppLovin vs.

AppLovin (NASDAQ:APP) and SAP (NYSE:SAP) are both large-cap business services companies, but which is the superior business? We will contrast the two companies based on the strength of their community ranking, dividends, analyst recommendations, risk, valuation, media sentiment, institutional ownership, earnings and profitability.

In the previous week, AppLovin had 14 more articles in the media than SAP. MarketBeat recorded 59 mentions for AppLovin and 45 mentions for SAP. AppLovin's average media sentiment score of 0.94 beat SAP's score of 0.66 indicating that AppLovin is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AppLovin
33 Very Positive mention(s)
7 Positive mention(s)
15 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
SAP
20 Very Positive mention(s)
4 Positive mention(s)
17 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

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

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
AppLovin26.85% 122.24% 21.60%
SAP 8.15%11.44%6.92%

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
AppLovin$2.63B46.31$356.71M$3.30110.18
SAP$33.77B9.97$6.64B$2.50109.68

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

AppLovin presently has a consensus target price of $366.29, suggesting a potential upside of 0.74%. SAP has a consensus target price of $276.00, suggesting a potential upside of 0.66%. Given AppLovin's higher possible upside, research analysts clearly believe AppLovin is more favorable than SAP.

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

SAP received 648 more outperform votes than AppLovin when rated by MarketBeat users. Likewise, 66.09% of users gave SAP an outperform vote while only 57.00% of users gave AppLovin an outperform vote.

CompanyUnderperformOutperform
AppLovinOutperform Votes
118
57.00%
Underperform Votes
89
43.00%
SAPOutperform Votes
766
66.09%
Underperform Votes
393
33.91%

Summary

AppLovin beats SAP on 14 of the 19 factors compared between the two stocks.

Get AppLovin News Delivered to You Automatically

Sign up to receive the latest news and ratings for APP and its competitors with MarketBeat's FREE daily newsletter.

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.
Skip Chart

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.
Skip Chart

APP vs. The Competition

MetricAppLovinComputer & Data IndustryBusiness SectorNASDAQ Exchange
Market Cap$122.25B$87.27B$7.77B$9.11B
Dividend YieldN/A0.82%2.21%3.98%
P/E Ratio110.3951.7228.5417.43
Price / Sales46.31273.70101.2378.37
Price / Cash144.0834.2731.2537.67
Price / Book98.276.576.094.70
Net Income$356.71M$2.33B$136.32M$224.30M
7 Day Performance7.45%21.68%-1.32%0.18%
1 Month Performance8.48%3.39%-0.81%1.09%
1 Year Performance720.76%69.02%20.95%19.42%

AppLovin Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
APP
AppLovin
3.1389 of 5 stars
$360.75
+5.2%
$366.29
+1.5%
+674.3%$121.06B$2.63B109.321,745Analyst Forecast
Gap Down
SAP
SAP
2.6994 of 5 stars
$274.15
-0.8%
$276.00
+0.7%
+58.5%$336.42B$33.77B109.54107,602Earnings Report
News Coverage
Gap Down
PLTR
Palantir Technologies
2.2267 of 5 stars
$73.41
-7.0%
$44.61
-39.2%
+361.3%$167.51B$2.23B367.693,735Upcoming Earnings
Analyst Revision
Positive News
SHOP
Shopify
4.4046 of 5 stars
$106.49
-1.1%
$100.32
-5.8%
+31.7%$137.53B$7.06B99.478,300Positive News
CRWD
CrowdStrike
4.4231 of 5 stars
$368.70
-1.7%
$369.00
+0.1%
+28.7%$90.62B$3.06B721.377,925Positive News
INFY
Infosys
1.8766 of 5 stars
$21.57
-0.5%
$20.22
-6.2%
+6.5%$89.32B$18.56B27.30317,240Gap Down
TEAM
Atlassian
4.0607 of 5 stars
$268.80
+1.5%
$273.19
+1.6%
+8.2%$69.89B$4.36B-176.5612,157Upcoming Earnings
NTES
NetEase
4.1982 of 5 stars
$102.85
-0.3%
$108.71
+5.7%
-0.3%$66.07B$14.57B17.3829,128Positive News
TTD
Trade Desk
3.9144 of 5 stars
$118.10
-1.6%
$133.13
+12.7%
+75.1%$58.32B$1.95B193.703,115Positive News
SNOW
Snowflake
4.1641 of 5 stars
$174.54
+0.2%
$188.06
+7.7%
-13.3%$57.60B$2.81B-51.477,004Upcoming Earnings
Short Interest ↓
DDOG
Datadog
4.4696 of 5 stars
$142.91
+1.4%
$158.45
+10.9%
+14.7%$48.48B$2.13B269.245,200Options Volume
Positive News

Related Companies and Tools


This page (NASDAQ:APP) was last updated on 1/28/2025 by MarketBeat.com Staff
From Our Partners