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AppLovin (APP) Competitors

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$358.35 -4.70 (-1.29%)
Closing price 04:00 PM Eastern
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$358.38 +0.03 (+0.01%)
As of 07:59 PM Eastern
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APP vs. SAP, PLTR, SHOP, CRWD, INFY, NTES, SNOW, TEAM, NET, and RBLX

Should you be buying AppLovin stock or one of its competitors? The main competitors of AppLovin include SAP (SAP), Palantir Technologies (PLTR), Shopify (SHOP), CrowdStrike (CRWD), Infosys (INFY), NetEase (NTES), Snowflake (SNOW), Atlassian (TEAM), Cloudflare (NET), and Roblox (RBLX). These companies are all part of the "computer software" industry.

AppLovin vs.

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

In the previous week, AppLovin had 28 more articles in the media than SAP. MarketBeat recorded 59 mentions for AppLovin and 31 mentions for SAP. AppLovin's average media sentiment score of 0.96 beat SAP's score of 0.76 indicating that AppLovin is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
SAP
17 Very Positive mention(s)
1 Positive mention(s)
11 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive
AppLovin
40 Very Positive mention(s)
4 Positive mention(s)
6 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive

SAP received 637 more outperform votes than AppLovin when rated by MarketBeat users. Likewise, 66.38% of users gave SAP an outperform vote while only 57.92% of users gave AppLovin an outperform vote.

CompanyUnderperformOutperform
SAPOutperform Votes
776
66.38%
Underperform Votes
393
33.62%
AppLovinOutperform Votes
139
57.92%
Underperform Votes
101
42.08%

AppLovin has a net margin of 33.54% compared to SAP's net margin of 9.17%. AppLovin's return on equity of 188.55% beat SAP's return on equity.

Company Net Margins Return on Equity Return on Assets
SAP9.17% 12.18% 7.32%
AppLovin 33.54%188.55%29.66%

SAP presently has a consensus target price of $264.00, indicating a potential downside of 12.37%. AppLovin has a consensus target price of $433.85, indicating a potential upside of 17.11%. Given AppLovin's higher possible upside, analysts plainly believe AppLovin is more favorable than SAP.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SAP
0 Sell rating(s)
0 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
3.00
AppLovin
1 Sell rating(s)
3 Hold rating(s)
17 Buy rating(s)
1 Strong Buy rating(s)
2.82

41.8% of AppLovin shares are owned by institutional investors. 7.4% of SAP shares are owned by company insiders. Comparatively, 14.7% of AppLovin shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

SAP has higher revenue and earnings than AppLovin. SAP 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
SAP$35.15B10.53$3.38B$5.2257.71
AppLovin$5.14B24.41$1.58B$5.5466.87

SAP has a beta of 1.35, meaning that its stock price is 35% more volatile than the S&P 500. Comparatively, AppLovin has a beta of 2.39, meaning that its stock price is 139% more volatile than the S&P 500.

Summary

AppLovin beats SAP on 13 of the 19 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 {thisCompany.Symbol} 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$125.69B$78.71B$16.50B$8.49B
Dividend YieldN/A1.96%2.49%4.11%
P/E Ratio81.8160.4432.5819.93
Price / Sales24.41196.27272.63119.84
Price / Cash165.4230.1931.5334.62
Price / Book100.125.145.364.59
Net Income$1.58B$3.40B$195.26M$248.19M
7 Day Performance-1.62%-1.50%0.53%2.21%
1 Month Performance62.39%18.65%19.64%16.23%
1 Year Performance341.01%37.73%16.49%8.00%

AppLovin Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
APP
AppLovin
3.9122 of 5 stars
$358.35
-1.3%
$433.85
+21.1%
+329.3%$121.26B$5.14B78.931,710Trending News
Insider Trade
SAP
SAP
2.9317 of 5 stars
$298.71
+0.8%
$264.00
-11.6%
+53.2%$366.97B$35.15B104.08112,000Trending News
Analyst Forecast
PLTR
Palantir Technologies
1.7592 of 5 stars
$126.13
-2.6%
$83.95
-33.4%
+480.9%$295.82B$3.12B663.883,936Trending News
SHOP
Shopify
4.2922 of 5 stars
$109.63
-1.0%
$115.37
+5.2%
+80.6%$141.95B$9.38B70.7311,600Trending News
CRWD
CrowdStrike
4.1258 of 5 stars
$443.63
+1.0%
$403.56
-9.0%
+26.8%$109.96B$3.95B869.884,960Trending News
INFY
Infosys
3.0545 of 5 stars
$18.34
+0.2%
$17.48
-4.7%
+6.4%$75.97B$19.28B23.22339,500Trending News
NTES
NetEase
4.2237 of 5 stars
$118.65
-0.8%
$119.38
+0.6%
+15.5%$75.18B$105.30B18.6332,100Positive News
Dividend Announcement
Analyst Forecast
SNOW
Snowflake
4.4838 of 5 stars
$182.45
-0.3%
$200.28
+9.8%
+11.0%$60.23B$3.63B-53.823,990Trending News
Analyst Forecast
TEAM
Atlassian
4.8175 of 5 stars
$215.35
-2.5%
$285.29
+32.5%
+19.3%$56.53B$4.96B-160.718,810Positive News
Insider Trade
Gap Down
NET
Cloudflare
3.8634 of 5 stars
$157.85
+0.4%
$141.79
-10.2%
+108.0%$54.47B$1.77B-717.503,220Positive News
RBLX
Roblox
2.4992 of 5 stars
$80.56
-0.9%
$68.68
-14.7%
+143.1%$50.75B$3.84B-55.562,130News Coverage
Positive News
Insider Trade

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This page (NASDAQ:APP) was last updated on 5/21/2025 by MarketBeat.com Staff
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