AppLovin (APP) Competitors

AppLovin (NASDAQ:APP) and Duolingo (NASDAQ:DUOL) are both large-cap business services companies, but which is the better stock? We will compare the two companies based on the strength of their institutional ownership, risk, analyst recommendations, valuation, profitability, earnings, dividends and media sentiment.

Do insiders & institutionals hold more shares of APP or DUOL?

41.9% of AppLovin shares are owned by institutional investors. Comparatively, 91.6% of Duolingo shares are owned by institutional investors. 13.7% of AppLovin shares are owned by insiders. Comparatively, 15.7% of Duolingo shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Is APP or DUOL more profitable?

AppLovin has a net margin of 45.72% compared to Duolingo's net margin of 13.24%. AppLovin's return on equity of 252.67% beat Duolingo's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
AppLovin	45.72%	252.67%	41.46%
Duolingo	13.24%	13.32%	8.57%

Do analysts rate APP or DUOL?

AppLovin currently has a consensus price target of $472.33, suggesting a potential upside of 7.67%. Duolingo has a consensus price target of $454.20, suggesting a potential upside of 38.93%. Given Duolingo's higher possible upside, analysts clearly believe Duolingo is more favorable than AppLovin.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
AppLovin	1 Sell rating(s)	3 Hold rating(s)	18 Buy rating(s)	2 Strong Buy rating(s)	2.88
Duolingo	0 Sell rating(s)	5 Hold rating(s)	11 Buy rating(s)	0 Strong Buy rating(s)	2.69

Which has more risk and volatility, APP or DUOL?

AppLovin has a beta of 2.43, indicating that its share price is 143% more volatile than the S&P 500. Comparatively, Duolingo has a beta of 0.87, indicating that its share price is 13% less volatile than the S&P 500.

Which has better valuation and earnings, APP or DUOL?

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
AppLovin	$4.71B	31.52	$1.58B	$7.04	62.31
Duolingo	$748.02M	19.86	$88.57M	$2.43	134.54

Does the media favor APP or DUOL?

In the previous week, AppLovin had 18 more articles in the media than Duolingo. MarketBeat recorded 73 mentions for AppLovin and 55 mentions for Duolingo. AppLovin's average media sentiment score of 0.87 beat Duolingo's score of 0.81 indicating that AppLovin is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
AppLovin	37 Very Positive mention(s)	6 Positive mention(s)	12 Neutral mention(s)	6 Negative mention(s)	0 Very Negative mention(s)	Positive
Duolingo	20 Very Positive mention(s)	11 Positive mention(s)	13 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Summary

AppLovin beats Duolingo on 13 of the 17 factors compared between the two stocks.