AppLovin (APP) Competitors $267.88 +15.53 (+6.15%) As of 04:00 PM Eastern Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock APP vs. SAP, PLTR, SHOP, CRWD, INFY, NTES, TEAM, SNOW, RBLX, and EAShould 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), NetEase (NTES), Atlassian (TEAM), Snowflake (SNOW), Roblox (RBLX), and Electronic Arts (EA). These companies are all part of the "computer software" industry. AppLovin vs. SAP Palantir Technologies Shopify CrowdStrike Infosys NetEase Atlassian Snowflake Roblox Electronic Arts AppLovin (NASDAQ:APP) and SAP (NYSE:SAP) are both large-cap business services companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, dividends, profitability, analyst recommendations, community ranking, earnings, valuation, risk and media sentiment. Do analysts prefer APP or SAP? AppLovin currently has a consensus target price of $414.05, indicating a potential upside of 54.57%. SAP has a consensus target price of $254.67, indicating a potential downside of 6.89%. Given AppLovin's higher possible upside, analysts plainly believe AppLovin is more favorable than SAP.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score AppLovin 1 Sell rating(s) 3 Hold rating(s) 16 Buy rating(s) 1 Strong Buy rating(s) 2.81SAP 0 Sell rating(s) 0 Hold rating(s) 8 Buy rating(s) 0 Strong Buy rating(s) 3.00 Which has more volatility & risk, APP or SAP? AppLovin has a beta of 2.39, suggesting that its stock price is 139% more volatile than the S&P 500. Comparatively, SAP has a beta of 1.28, suggesting that its stock price is 28% more volatile than the S&P 500. Which has better earnings and valuation, APP or SAP? 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 RatioAppLovin$4.71B19.34$1.58B$4.5459.00SAP$34.18B9.83$3.38B$2.8795.30 Does the media favor APP or SAP? In the previous week, AppLovin had 28 more articles in the media than SAP. MarketBeat recorded 75 mentions for AppLovin and 47 mentions for SAP. SAP's average media sentiment score of 0.89 beat AppLovin's score of 0.43 indicating that SAP is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment AppLovin 33 Very Positive mention(s) 4 Positive mention(s) 30 Neutral mention(s) 5 Negative mention(s) 0 Very Negative mention(s) Neutral SAP 29 Very Positive mention(s) 3 Positive mention(s) 11 Neutral mention(s) 1 Negative mention(s) 0 Very Negative mention(s) Positive Does the MarketBeat Community prefer APP or SAP? SAP received 641 more outperform votes than AppLovin when rated by MarketBeat users. Likewise, 66.30% of users gave SAP an outperform vote while only 57.39% of users gave AppLovin an outperform vote. CompanyUnderperformOutperformAppLovinOutperform Votes13257.39% Underperform Votes9842.61% SAPOutperform Votes77366.30% Underperform Votes39333.70% Is APP or SAP more profitable? 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 AppLovin33.54% 188.55% 29.66% SAP 9.17%12.18%7.32% Do insiders & institutionals have more ownership in APP or SAP? 41.8% of AppLovin shares are owned by institutional investors. 14.7% of AppLovin shares are owned by insiders. Comparatively, 7.4% of SAP shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth. SummaryAppLovin beats SAP on 12 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. Email Address New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?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 ChartMedia Sentiment Over TimeWhat is Media Sentiment?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 Export to ExcelMetricAppLovinComputer & Data IndustryBusiness SectorNASDAQ ExchangeMarket Cap$91.07B$71.36B$7.15B$7.71BDividend YieldN/A2.10%2.65%4.33%P/E Ratio59.0074.6730.5718.32Price / Sales19.34160.06160.56107.09Price / Cash165.4230.1931.6134.62Price / Book72.404.364.814.25Net Income$1.58B$3.40B$195.43M$247.51M7 Day Performance12.45%7.38%15.83%6.08%1 Month Performance-21.15%-10.29%0.93%-3.77%1 Year Performance284.33%45.67%8.57%4.60% AppLovin Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)APPAppLovin4.0683 of 5 stars$267.88+6.2%$414.05+54.6%+254.4%$91.07B$4.71B59.001,710Analyst ForecastShort Interest ↓SAPSAP1.8799 of 5 stars$248.50-3.5%$247.67-0.3%+44.3%$305.28B$34.18B86.59112,000Earnings ReportAnalyst ForecastShort Interest ↑News CoveragePLTRPalantir Technologies1.4442 of 5 stars$90.00-4.0%$74.71-17.0%+366.6%$211.08B$2.87B473.713,840SHOPShopify4.3813 of 5 stars$80.94-3.2%$120.94+49.4%+22.9%$104.80B$8.88B52.2211,600Analyst ForecastCRWDCrowdStrike4.0639 of 5 stars$357.42-4.8%$400.53+12.1%+28.8%$88.59B$3.95B700.844,960Analyst UpgradeInsider TradeINFYInfosys2.5616 of 5 stars$16.47+2.0%$17.48+6.1%+0.3%$68.22B$19.11B20.85339,500Earnings ReportAnalyst ForecastNTESNetEase3.9797 of 5 stars$99.13+0.4%$114.57+15.6%+11.4%$63.66B$105.30B15.5632,100News CoveragePositive NewsTEAMAtlassian4.6502 of 5 stars$192.13-5.2%$297.73+55.0%+4.4%$50.34B$4.79B-143.388,810Upcoming EarningsInsider TradeSNOWSnowflake4.6514 of 5 stars$136.37-4.9%$201.76+47.9%-2.5%$45.02B$3.63B-40.233,990Analyst ForecastRBLXRoblox2.8852 of 5 stars$58.97-1.2%$64.00+8.5%+74.8%$37.06B$3.60B-40.672,130Upcoming EarningsAnalyst ForecastGap UpEAElectronic Arts4.3385 of 5 stars$141.53-2.8%$154.65+9.3%+13.1%$36.89B$7.35B36.0112,900Analyst ForecastInsider Trade Related Companies and Tools Related Companies SAP Competitors PLTR Competitors SHOP Competitors CRWD Competitors INFY Competitors NTES Competitors TEAM Competitors SNOW Competitors RBLX Competitors EA Competitors Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NASDAQ:APP) was last updated on 4/24/2025 by MarketBeat.com Staff From Our PartnersTop Picks for Trump’s Pro-Crypto AmericaJust Announced: What Trump’s Move Means for Crypto—Join Now 27 top names reveal urgent insights as Bitcoin ...Crypto 101 Media | SponsoredJames Altucher: Do not invest in AI unless…I made millions during the crypto boom. 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