Free Trial

AppLovin (APP) Competitors

AppLovin logo
$366.17 +1.71 (+0.47%)
Closing price 07/21/2025 04:00 PM Eastern
Extended Trading
$366.33 +0.16 (+0.04%)
As of 07:11 AM 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. DUOL, U, SAP, PLTR, SHOP, CRWD, NTES, RBLX, INFY, and SNOW

Should you be buying AppLovin stock or one of its competitors? The main competitors of AppLovin include Duolingo (DUOL), Unity Software (U), SAP (SAP), Palantir Technologies (PLTR), Shopify (SHOP), CrowdStrike (CRWD), NetEase (NTES), Roblox (RBLX), American Noble Gas (INFY), and Snowflake (SNOW). These companies are all part of the "computer software" industry.

AppLovin vs. Its Competitors

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

AppLovin has a net margin of 37.38% compared to Duolingo's net margin of 11.93%. AppLovin's return on equity of 224.65% beat Duolingo's return on equity.

Company Net Margins Return on Equity Return on Assets
AppLovin37.38% 224.65% 34.45%
Duolingo 11.93%11.70%7.64%

AppLovin presently has a consensus price target of $438.43, indicating a potential upside of 19.73%. Duolingo has a consensus price target of $435.87, indicating a potential upside of 22.49%. Given Duolingo's higher possible upside, analysts plainly 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)
16 Buy rating(s)
3 Strong Buy rating(s)
2.91
Duolingo
0 Sell rating(s)
6 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.63

AppLovin has a beta of 2.42, suggesting that its share price is 142% more volatile than the S&P 500. Comparatively, Duolingo has a beta of 0.89, suggesting that its share price is 11% less volatile than the S&P 500.

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
AppLovin$4.71B26.31$1.58B$5.5466.10
Duolingo$748.02M21.62$88.57M$2.03175.30

In the previous week, AppLovin had 16 more articles in the media than Duolingo. MarketBeat recorded 43 mentions for AppLovin and 27 mentions for Duolingo. AppLovin's average media sentiment score of 0.97 beat Duolingo's score of 0.89 indicating that AppLovin is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AppLovin
25 Very Positive mention(s)
7 Positive mention(s)
7 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Positive
Duolingo
13 Very Positive mention(s)
8 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

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, 18.3% of Duolingo shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Summary

AppLovin beats Duolingo on 13 of the 17 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 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

MetricAppLovinTechnology Services IndustryBusiness SectorNASDAQ Exchange
Market Cap$123.33B$2.50B$15.11B$9.40B
Dividend YieldN/A1.52%2.76%4.03%
P/E Ratio66.1030.8727.1419.28
Price / Sales26.3136.6744.2197.87
Price / Cash61.0143.8226.7928.17
Price / Book114.436.256.485.70
Net Income$1.58B$33.22M$196.20M$257.84M
7 Day Performance3.74%3.92%5.66%2.96%
1 Month Performance12.77%10.81%9.99%13.26%
1 Year Performance339.90%37.09%25.81%17.12%

AppLovin Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
APP
AppLovin
3.8329 of 5 stars
$366.17
+0.5%
$438.43
+19.7%
+347.6%$123.33B$4.71B66.101,710
DUOL
Duolingo
3.6107 of 5 stars
$377.60
+1.8%
$441.20
+16.8%
+103.1%$17.17B$811.21M186.13600
U
Unity Software
2.7213 of 5 stars
$29.41
+1.6%
$24.80
-15.7%
+121.4%$12.21B$1.81B-26.234,987
SAP
SAP
3.4019 of 5 stars
$301.59
+0.2%
$271.83
-9.9%
+55.9%$370.44B$36.99B57.77109,973
PLTR
Palantir Technologies
3.0127 of 5 stars
$148.38
+4.4%
$90.37
-39.1%
+431.1%$350.10B$2.87B645.013,936Trending News
SHOP
Shopify
4.1993 of 5 stars
$116.52
+3.9%
$115.77
-0.6%
+103.3%$151.34B$9.38B75.2611,600Trending News
Analyst Forecast
CRWD
CrowdStrike
4.4424 of 5 stars
$476.68
-0.4%
$456.40
-4.3%
+57.9%$118.94B$3.95B-691.5810,118Positive News
Gap Down
NTES
NetEase
4.1489 of 5 stars
$129.80
+1.2%
$119.38
-8.0%
+50.4%$82.24B$107.27B18.6826,028
RBLX
Roblox
2.7229 of 5 stars
$111.45
+5.4%
$86.45
-22.4%
+207.2%$75.59B$3.60B-83.172,474Insider Trade
INFY
American Noble Gas
2.4263 of 5 stars
$18.00
-1.1%
$17.48
-2.9%
-16.0%$74.56B$19.28B23.68323,578Positive News
Upcoming Earnings
SNOW
Snowflake
3.8185 of 5 stars
$214.48
+1.7%
$225.36
+5.1%
+66.0%$71.57B$3.63B-50.927,834Positive News

Related Companies and Tools


This page (NASDAQ:APP) was last updated on 7/22/2025 by MarketBeat.com Staff
From Our Partners