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AppLovin (APP) Competitors

$79.24
-2.67 (-3.26%)
(As of 12:08 PM ET)

APP vs. TTD, BIDU, PINS, SNAP, ZM, FDS, SRAD, WIX, MTCH, and BZ

Should you be buying AppLovin stock or one of its competitors? The main competitors of AppLovin include Trade Desk (TTD), Baidu (BIDU), Pinterest (PINS), Snap (SNAP), Zoom Video Communications (ZM), FactSet Research Systems (FDS), Sportradar Group (SRAD), Wix.com (WIX), Match Group (MTCH), and Kanzhun (BZ). These companies are all part of the "computer programming, data processing, & other computer related" industry.

AppLovin vs.

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

In the previous week, AppLovin had 2 more articles in the media than Trade Desk. MarketBeat recorded 13 mentions for AppLovin and 11 mentions for Trade Desk. Trade Desk's average media sentiment score of 1.44 beat AppLovin's score of 0.94 indicating that Trade Desk is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AppLovin
8 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Trade Desk
10 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

41.8% of AppLovin shares are owned by institutional investors. Comparatively, 67.8% of Trade Desk shares are owned by institutional investors. 14.7% of AppLovin shares are owned by company insiders. Comparatively, 10.2% of Trade Desk shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

AppLovin has a net margin of 16.46% compared to Trade Desk's net margin of 9.80%. AppLovin's return on equity of 51.55% beat Trade Desk's return on equity.

Company Net Margins Return on Equity Return on Assets
AppLovin16.46% 51.55% 11.31%
Trade Desk 9.80%9.41%4.37%

Trade Desk received 679 more outperform votes than AppLovin when rated by MarketBeat users. Likewise, 75.93% of users gave Trade Desk an outperform vote while only 49.06% of users gave AppLovin an outperform vote.

CompanyUnderperformOutperform
AppLovinOutperform Votes
78
49.06%
Underperform Votes
81
50.94%
Trade DeskOutperform Votes
757
75.93%
Underperform Votes
240
24.07%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
AppLovin$3.63B7.43$356.71M$1.6848.76
Trade Desk$1.95B23.67$178.94M$0.40235.43

AppLovin presently has a consensus target price of $71.72, suggesting a potential downside of 12.44%. Trade Desk has a consensus target price of $93.01, suggesting a potential downside of 1.23%. Given Trade Desk's stronger consensus rating and higher possible upside, analysts plainly believe Trade Desk is more favorable than AppLovin.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
AppLovin
1 Sell rating(s)
5 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.61
Trade Desk
2 Sell rating(s)
2 Hold rating(s)
22 Buy rating(s)
0 Strong Buy rating(s)
2.77

AppLovin has a beta of 1.88, meaning that its share price is 88% more volatile than the S&P 500. Comparatively, Trade Desk has a beta of 1.49, meaning that its share price is 49% more volatile than the S&P 500.

Summary

AppLovin and Trade Desk tied by winning 9 of the 18 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding APP 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$26.95B$75.34B$6.21B$8.12B
Dividend YieldN/A0.61%2.98%4.05%
P/E Ratio48.7659.3635.0217.74
Price / Sales7.4323.5680.1379.65
Price / Cash32.6329.7226.8231.56
Price / Book22.144.014.624.51
Net Income$356.71M$2.44B$117.33M$214.45M
7 Day Performance-0.96%-0.12%16.12%0.90%
1 Month Performance-5.23%0.06%14.77%2.14%
1 Year Performance261.47%5.99%22.14%4.95%

AppLovin Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TTD
Trade Desk
2.4331 of 5 stars
$97.19
-0.2%
$93.01
-4.3%
+26.3%$47.54B$2.05B242.983,115Positive News
BIDU
Baidu
4.9372 of 5 stars
$97.76
+0.4%
$160.93
+64.6%
-29.1%$34.28B$18.96B13.0939,800Positive News
PINS
Pinterest
2.1064 of 5 stars
$42.74
+3.7%
$41.34
-3.3%
+84.9%$29.20B$3.06B203.534,014Positive News
SNAP
Snap
0.9946 of 5 stars
$15.21
+0.1%
$14.79
-2.7%
+54.5%$24.95B$4.61B-18.775,289
ZM
Zoom Video Communications
4.719 of 5 stars
$63.11
+1.6%
$76.18
+20.7%
-6.4%$19.52B$4.53B23.557,420
FDS
FactSet Research Systems
3.6984 of 5 stars
$410.10
+2.2%
$431.50
+5.2%
+3.0%$15.63B$2.09B32.4712,237
SRAD
Sportradar Group
3.4204 of 5 stars
$10.73
+2.1%
$13.94
+29.9%
-12.9%$11.93B$949.77M119.244,552Positive News
WIX
Wix.com
3.8256 of 5 stars
$176.01
+1.9%
$175.59
-0.2%
+129.7%$10.06B$1.61B154.404,600Gap Down
MTCH
Match Group
4.9569 of 5 stars
$32.70
+4.0%
$42.43
+29.7%
-23.0%$8.69B$3.44B14.222,620
BZ
Kanzhun
3.5916 of 5 stars
$21.93
+1.9%
$22.67
+3.4%
+40.0%$8.23B$838.33M56.235,346Positive News

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This page (NASDAQ:APP) was last updated on 6/10/2024 by MarketBeat.com Staff

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