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AppLovin (APP) Competitors

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$336.69 -13.39 (-3.82%)
Closing price 04:00 PM Eastern
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$335.67 -1.02 (-0.30%)
As of 04:29 PM Eastern
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APP vs. DUOL, U, SAP, PLTR, SHOP, CRWD, NTES, CRWV, 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), CoreWeave (CRWV), American Noble Gas (INFY), and Snowflake (SNOW).

AppLovin vs. Its Competitors

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

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
Duolingo11.93% 11.70% 7.64%
AppLovin 37.38%224.65%34.45%

Duolingo has a beta of 1, suggesting that its stock price has a similar volatility profile to the S&P 500.Comparatively, AppLovin has a beta of 2.53, suggesting that its stock price is 153% more 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
Duolingo$748.02M24.49$88.57M$2.03198.55
AppLovin$4.71B24.19$1.58B$5.5460.77

In the previous week, AppLovin had 21 more articles in the media than Duolingo. MarketBeat recorded 50 mentions for AppLovin and 29 mentions for Duolingo. AppLovin's average media sentiment score of 1.17 beat Duolingo's score of 0.45 indicating that AppLovin is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Duolingo
6 Very Positive mention(s)
12 Positive mention(s)
6 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral
AppLovin
35 Very Positive mention(s)
3 Positive mention(s)
8 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

91.6% of Duolingo shares are owned by institutional investors. Comparatively, 41.9% of AppLovin shares are owned by institutional investors. 18.3% of Duolingo shares are owned by insiders. Comparatively, 13.7% of AppLovin 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.

Duolingo currently has a consensus target price of $443.53, suggesting a potential upside of 10.04%. AppLovin has a consensus target price of $438.85, suggesting a potential upside of 30.34%. Given AppLovin's stronger consensus rating and higher probable upside, analysts clearly believe AppLovin is more favorable than Duolingo.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Duolingo
0 Sell rating(s)
7 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.59
AppLovin
1 Sell rating(s)
3 Hold rating(s)
17 Buy rating(s)
1 Strong Buy rating(s)
2.82

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$113.85B$2.37B$13.03B$8.86B
Dividend YieldN/A1.38%2.60%4.13%
P/E Ratio60.7331.1828.2619.77
Price / Sales24.1835.1939.16110.45
Price / Cash55.8835.8124.0427.49
Price / Book105.145.746.205.36
Net Income$1.58B$32.32M$187.14M$248.34M
7 Day Performance-3.73%2.07%1.33%1.28%
1 Month Performance-11.67%6.04%3.76%5.45%
1 Year Performance296.65%27.24%25.19%18.02%

AppLovin Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
APP
AppLovin
4.26 of 5 stars
$336.69
-3.8%
$438.85
+30.3%
+320.7%$113.93B$4.71B60.771,710Positive News
DUOL
Duolingo
3.5764 of 5 stars
$413.08
+0.4%
$443.53
+7.4%
+96.5%$18.77B$748.02M203.49600
U
Unity Software
1.5015 of 5 stars
$23.98
-1.4%
$24.47
+2.0%
+49.1%$9.97B$1.81B-21.414,987
SAP
SAP
3.3309 of 5 stars
$303.67
+0.9%
$271.83
-10.5%
+51.0%$373.06B$36.99B58.17109,973Positive News
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PLTR
Palantir Technologies
2.5474 of 5 stars
$137.70
+5.3%
$89.32
-35.1%
+438.2%$324.96B$2.87B598.703,936Trending News
SHOP
Shopify
3.967 of 5 stars
$115.15
+1.3%
$115.66
+0.4%
+74.6%$149.39B$9.38B74.2911,600Positive News
CRWD
CrowdStrike
4.54 of 5 stars
$507.70
+1.7%
$453.88
-10.6%
+32.9%$126.54B$3.95B-735.8010,118Positive News
NTES
NetEase
4.2952 of 5 stars
$134.64
+1.5%
$119.38
-11.3%
+40.8%$85.31B$14.43B19.3732,100Positive News
CRWV
CoreWeave
N/A$162.74
+1.7%
$65.00
-60.1%
N/A$78.11B$2.71B0.00881
INFY
American Noble Gas
2.9484 of 5 stars
$18.49
-0.2%
$17.48
-5.5%
-0.5%$76.62B$19.28B24.33339,500Positive News
SNOW
Snowflake
3.7344 of 5 stars
$223.35
+0.3%
$225.22
+0.8%
+65.5%$74.57B$3.63B-53.053,990Trending News
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This page (NASDAQ:APP) was last updated on 7/1/2025 by MarketBeat.com Staff
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