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AppLovin (APP) Competitors

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$471.04 +15.06 (+3.30%)
As of 12:35 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

APP vs. DUOL, U, PLTR, SAP, SHOP, CRWD, RBLX, NTES, NET, and SNOW

Should you be buying AppLovin stock or one of its competitors? The main competitors of AppLovin include Duolingo (DUOL), Unity Software (U), Palantir Technologies (PLTR), SAP (SAP), Shopify (SHOP), CrowdStrike (CRWD), Roblox (RBLX), NetEase (NTES), Cloudflare (NET), 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 better business? We will contrast the two companies based on the strength of their risk, analyst recommendations, valuation, media sentiment, institutional ownership, earnings, profitability and dividends.

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

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
AppLovin45.72% 252.67% 41.46%
Duolingo 13.24%13.32%8.57%

AppLovin presently has a consensus price target of $472.33, suggesting a potential upside of 2.07%. Duolingo has a consensus price target of $454.20, suggesting a potential upside of 27.52%. Given Duolingo's higher probable 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)
18 Buy rating(s)
1 Strong Buy rating(s)
2.83
Duolingo
0 Sell rating(s)
5 Hold rating(s)
11 Buy rating(s)
0 Strong Buy rating(s)
2.69

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$5.74B27.29$1.58B$7.0465.73
Duolingo$885.15M18.29$88.57M$2.43146.58

41.8% of AppLovin shares are held by institutional investors. Comparatively, 91.6% of Duolingo shares are held by institutional investors. 13.7% of AppLovin shares are held by insiders. Comparatively, 15.7% of Duolingo shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

In the previous week, AppLovin had 20 more articles in the media than Duolingo. MarketBeat recorded 103 mentions for AppLovin and 83 mentions for Duolingo. AppLovin's average media sentiment score of 0.87 beat Duolingo's score of 0.65 indicating that AppLovin is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AppLovin
43 Very Positive mention(s)
10 Positive mention(s)
29 Neutral mention(s)
5 Negative mention(s)
0 Very Negative mention(s)
Positive
Duolingo
28 Very Positive mention(s)
15 Positive mention(s)
21 Neutral mention(s)
2 Negative mention(s)
2 Very Negative mention(s)
Positive

Summary

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

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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

MetricAppLovinTechnology Services IndustryBusiness SectorNASDAQ Exchange
Market Cap$157.00B$2.68B$22.09B$9.71B
Dividend YieldN/A1.59%2.84%4.13%
P/E Ratio65.9023.2028.0724.77
Price / Sales27.2993.8069.14106.38
Price / Cash76.3343.6126.4828.01
Price / Book144.616.346.405.79
Net Income$1.58B$33.87M$199.19M$266.95M
7 Day Performance17.15%-0.05%3.81%0.51%
1 Month Performance38.09%-4.11%2.47%0.27%
1 Year Performance498.03%34.97%32.24%23.20%

AppLovin Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
APP
AppLovin
3.3328 of 5 stars
$470.68
+3.2%
$472.33
+0.4%
+489.3%$158.90B$5.74B66.701,710Trending News
Earnings Report
Analyst Downgrade
Options Volume
Analyst Revision
DUOL
Duolingo
4.1093 of 5 stars
$350.19
+3.3%
$450.87
+28.8%
+97.6%$15.92B$748.02M172.55600Trending News
Earnings Report
Analyst Upgrade
Analyst Revision
U
Unity Software
1.6079 of 5 stars
$34.04
+6.9%
$27.22
-20.0%
+113.8%$14.15B$1.79B-30.394,987Earnings Report
Analyst Upgrade
PLTR
Palantir Technologies
2.4196 of 5 stars
$160.83
+4.2%
$96.45
-40.0%
+523.0%$380.11B$3.12B700.303,936Trending News
Earnings Report
Analyst Upgrade
Analyst Revision
SAP
SAP
3.171 of 5 stars
$283.90
+0.3%
$281.67
-0.8%
+40.0%$348.77B$35.89B47.00109,973
SHOP
Shopify
3.9521 of 5 stars
$124.75
+5.2%
$120.34
-3.5%
+115.9%$161.85B$9.38B80.4911,600Trending News
Analyst Forecast
Analyst Revision
CRWD
CrowdStrike
4.383 of 5 stars
$455.97
+2.1%
$461.17
+1.1%
+76.2%$113.72B$4.14B-661.2210,118Positive News
RBLX
Roblox
3.156 of 5 stars
$130.01
+4.0%
$117.59
-9.6%
+247.8%$88.18B$4.02B-90.912,474Insider Trade
Analyst Revision
NTES
NetEase
3.8264 of 5 stars
$130.65
+2.6%
$120.00
-8.1%
+42.3%$82.78B$14.43B18.8026,028Positive News
Upcoming Earnings
NET
Cloudflare
4.2914 of 5 stars
$209.48
+4.7%
$186.88
-10.8%
+163.2%$72.61B$1.88B-616.124,263Positive News
SNOW
Snowflake
4.5644 of 5 stars
$209.01
+1.9%
$226.73
+8.5%
+54.3%$69.78B$3.84B-49.657,834Positive News

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This page (NASDAQ:APP) was last updated on 8/11/2025 by MarketBeat.com Staff
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