AppLovin (APP) Competitors

$74.00
-3.09 (-4.01%)
(As of 05/8/2024 ET)

APP vs. FDS, RKT, VLTO, BR, SYM, KSPI, CPAY, EFX, GPN, and BAH

Should you be buying AppLovin stock or one of its competitors? The main competitors of AppLovin include FactSet Research Systems (FDS), Rocket Companies (RKT), Veralto (VLTO), Broadridge Financial Solutions (BR), Symbotic (SYM), Joint Stock Company Kaspi.kz (KSPI), Corpay (CPAY), Equifax (EFX), Global Payments (GPN), and Booz Allen Hamilton (BAH). These companies are all part of the "business services" sector.

AppLovin vs.

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

41.9% of AppLovin shares are owned by institutional investors. Comparatively, 91.2% of FactSet Research Systems shares are owned by institutional investors. 14.7% of AppLovin shares are owned by company insiders. Comparatively, 1.0% of FactSet Research Systems shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

AppLovin has a beta of 1.85, suggesting that its share price is 85% more volatile than the S&P 500. Comparatively, FactSet Research Systems has a beta of 0.73, suggesting that its share price is 27% less volatile than the S&P 500.

AppLovin presently has a consensus target price of $63.60, suggesting a potential downside of 14.05%. FactSet Research Systems has a consensus target price of $443.56, suggesting a potential upside of 2.23%. Given FactSet Research Systems' higher probable upside, analysts clearly believe FactSet Research Systems is more favorable than AppLovin.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
AppLovin
1 Sell rating(s)
4 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.65
FactSet Research Systems
3 Sell rating(s)
7 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.70

In the previous week, FactSet Research Systems had 6 more articles in the media than AppLovin. MarketBeat recorded 21 mentions for FactSet Research Systems and 15 mentions for AppLovin. AppLovin's average media sentiment score of 0.78 beat FactSet Research Systems' score of 0.72 indicating that AppLovin is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AppLovin
5 Very Positive mention(s)
1 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
FactSet Research Systems
12 Very Positive mention(s)
0 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

FactSet Research Systems has a net margin of 22.72% compared to AppLovin's net margin of 10.84%. FactSet Research Systems' return on equity of 34.36% beat AppLovin's return on equity.

Company Net Margins Return on Equity Return on Assets
AppLovin10.84% 24.69% 6.54%
FactSet Research Systems 22.72%34.36%14.67%

FactSet Research Systems has lower revenue, but higher earnings than AppLovin. FactSet Research Systems 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$2.63B9.25$356.71M$1.0074.00
FactSet Research Systems$2.09B7.93$468.17M$12.6334.35

FactSet Research Systems received 232 more outperform votes than AppLovin when rated by MarketBeat users. However, 47.02% of users gave AppLovin an outperform vote while only 42.98% of users gave FactSet Research Systems an outperform vote.

CompanyUnderperformOutperform
AppLovinOutperform Votes
71
47.02%
Underperform Votes
80
52.98%
FactSet Research SystemsOutperform Votes
303
42.98%
Underperform Votes
402
57.02%

Summary

AppLovin and FactSet Research Systems 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.
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$24.38B$72.93B$6.54B$7.77B
Dividend YieldN/A0.68%2.99%3.96%
P/E Ratio74.00123.5620.3419.45
Price / Sales9.2542.79965.0479.88
Price / Cash29.9029.2524.0428.62
Price / Book20.004.014.674.39
Net Income$356.71M$2.47B$117.19M$217.65M
7 Day Performance2.11%-1.29%0.94%1.04%
1 Month Performance-3.29%-1.06%-2.83%-2.66%
1 Year Performance327.01%15.15%8.23%9.46%

AppLovin Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FDS
FactSet Research Systems
4.5147 of 5 stars
$419.57
+0.6%
$442.70
+5.5%
+7.8%$15.99B$2.15B33.2212,237Dividend Increase
Insider Selling
RKT
Rocket Companies
2.5417 of 5 stars
$12.36
+0.7%
$10.02
-18.9%
+64.8%$24.54B$3.80B-77.2514,700Analyst Forecast
Gap Down
VLTO
Veralto
2.3176 of 5 stars
$94.38
+0.7%
$95.18
+0.8%
N/A$23.30B$5.02B0.0016,000Positive News
BR
Broadridge Financial Solutions
4.4652 of 5 stars
$193.43
+0.0%
$206.67
+6.8%
+24.8%$22.78B$6.06B33.7014,700Earnings Report
News Coverage
SYM
Symbotic
2.1176 of 5 stars
$38.42
-0.4%
$54.00
+40.6%
+72.1%$22.17B$1.18B-142.301,300Analyst Forecast
Analyst Revision
News Coverage
KSPI
Joint Stock Company Kaspi.kz
1.879 of 5 stars
$115.46
-2.0%
$147.67
+27.9%
N/A$21.90B$4.21B0.007,802Analyst Forecast
News Coverage
CPAY
Corpay
1.7654 of 5 stars
$296.49
-1.9%
$360.25
+21.5%
N/A$21.41B$3.76B22.4610,500News Coverage
EFX
Equifax
4.9298 of 5 stars
$220.67
+0.2%
$270.19
+22.4%
+16.8%$27.28B$5.27B49.1514,900Dividend Announcement
GPN
Global Payments
4.8886 of 5 stars
$109.06
-11.2%
$151.92
+39.3%
+6.1%$27.82B$9.65B28.8527,000High Trading Volume
BAH
Booz Allen Hamilton
4.4224 of 5 stars
$147.44
-0.2%
$145.11
-1.6%
+65.2%$19.13B$9.26B47.5631,900

Related Companies and Tools

This page (NASDAQ:APP) was last updated on 5/9/2024 by MarketBeat.com Staff

From Our Partners