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AppLovin (APP) Competitors

AppLovin logo
$269.31 -19.57 (-6.77%)
Closing price 04/30/2025 04:00 PM Eastern
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$283.00 +13.69 (+5.08%)
As of 08:42 AM Eastern
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APP vs. SAP, PLTR, SHOP, CRWD, INFY, NTES, TEAM, SNOW, RBLX, and NET

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), Atlassian (TEAM), Snowflake (SNOW), Roblox (RBLX), and Cloudflare (NET). These companies are all part of the "computer software" industry.

AppLovin vs.

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

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
AppLovin33.54% 188.55% 29.66%
SAP 9.17%12.18%7.32%

AppLovin has a beta of 2.39, suggesting that its share price is 139% more volatile than the S&P 500. Comparatively, SAP has a beta of 1.28, suggesting that its share price is 28% more volatile than the S&P 500.

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

In the previous week, AppLovin had 36 more articles in the media than SAP. MarketBeat recorded 68 mentions for AppLovin and 32 mentions for SAP. SAP's average media sentiment score of 0.81 beat AppLovin's score of 0.40 indicating that SAP is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AppLovin
22 Very Positive mention(s)
7 Positive mention(s)
33 Neutral mention(s)
5 Negative mention(s)
0 Very Negative mention(s)
Neutral
SAP
20 Very Positive mention(s)
6 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

AppLovin presently has a consensus target price of $415.15, suggesting a potential upside of 54.15%. SAP has a consensus target price of $264.00, suggesting a potential downside of 9.62%. Given AppLovin's higher probable upside, research analysts clearly believe AppLovin is more favorable than SAP.

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

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
AppLovin$4.71B19.44$1.58B$4.5459.32
SAP$35.15B10.21$3.38B$5.2255.96

SAP received 642 more outperform votes than AppLovin when rated by MarketBeat users. Likewise, 66.32% of users gave SAP an outperform vote while only 57.14% of users gave AppLovin an outperform vote.

CompanyUnderperformOutperform
AppLovinOutperform Votes
132
57.14%
Underperform Votes
99
42.86%
SAPOutperform Votes
774
66.32%
Underperform Votes
393
33.68%

Summary

AppLovin beats SAP on 11 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$98.21B$71.81B$7.31B$7.83B
Dividend YieldN/A2.02%2.58%4.21%
P/E Ratio59.3276.2930.7518.48
Price / Sales19.44186.33172.23103.59
Price / Cash165.4230.1931.5134.62
Price / Book72.794.405.034.25
Net Income$1.58B$3.40B$195.49M$248.23M
7 Day Performance6.75%4.85%6.23%3.29%
1 Month Performance-1.13%-1.85%2.37%2.42%
1 Year Performance281.62%40.61%12.73%5.54%

AppLovin Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
APP
AppLovin
3.9759 of 5 stars
$269.31
-6.8%
$415.15
+54.2%
+281.6%$98.21B$4.71B59.321,710Upcoming Earnings
Gap Down
SAP
SAP
2.1808 of 5 stars
$284.37
+2.3%
$254.67
-10.4%
+61.2%$349.76B$34.18B99.20112,000Analyst Forecast
Short Interest ↓
Gap Down
PLTR
Palantir Technologies
1.3929 of 5 stars
$113.42
+0.6%
$74.71
-34.1%
+439.1%$266.00B$2.87B596.963,936Upcoming Earnings
Analyst Forecast
Gap Down
SHOP
Shopify
3.941 of 5 stars
$98.00
+0.9%
$119.67
+22.1%
+35.4%$126.80B$8.88B63.1811,600Upcoming Earnings
Analyst Forecast
Short Interest ↑
Analyst Revision
Gap Down
CRWD
CrowdStrike
4.2043 of 5 stars
$421.58
-0.8%
$400.76
-4.9%
+46.6%$104.50B$3.95B826.634,960Insider Trade
Gap Down
INFY
Infosys
2.6876 of 5 stars
$17.25
-0.9%
$17.48
+1.3%
+5.3%$71.47B$19.28B21.84339,500
NTES
NetEase
3.6677 of 5 stars
$105.03
-0.8%
$112.67
+7.3%
+14.5%$67.47B$105.30B16.4932,100Positive News
TEAM
Atlassian
4.6546 of 5 stars
$230.42
+0.8%
$301.90
+31.0%
+32.5%$60.37B$4.79B-171.958,810Insider Trade
Short Interest ↑
Positive News
SNOW
Snowflake
4.7586 of 5 stars
$158.77
+0.2%
$200.27
+26.1%
+2.8%$52.43B$3.63B-46.853,990Insider Trade
Positive News
Gap Down
RBLX
Roblox
2.9075 of 5 stars
$66.41
-0.3%
$64.50
-2.9%
+88.4%$41.70B$3.60B-45.752,130Options Volume
Analyst Revision
Positive News
NET
Cloudflare
4.1779 of 5 stars
$120.30
-0.6%
$134.84
+12.1%
+38.4%$41.53B$1.67B-547.053,220Upcoming Earnings
Insider Trade
Gap Down

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This page (NASDAQ:APP) was last updated on 5/1/2025 by MarketBeat.com Staff
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