APP vs. SAP, PLTR, SHOP, CRWD, NTES, CRWV, INFY, 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), NetEase (NTES), CoreWeave, Inc. Class A Common Stock (CRWV), Infosys (INFY), 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 better stock? We will compare the two businesses based on the strength of their dividends, analyst recommendations, valuation, earnings, risk, institutional ownership, community ranking, profitability and media sentiment.
SAP received 638 more outperform votes than AppLovin when rated by MarketBeat users. Likewise, 66.47% of users gave SAP an outperform vote while only 57.79% of users gave AppLovin an outperform vote.
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.
41.8% of AppLovin shares are held by institutional investors. 14.7% of AppLovin shares are held by insiders. Comparatively, 7.4% of SAP shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.
AppLovin has a beta of 2.53, meaning that its share price is 153% more volatile than the S&P 500. Comparatively, SAP has a beta of 1.32, meaning that its share price is 32% more volatile than the S&P 500.
AppLovin currently has a consensus price target of $438.10, indicating a potential upside of 14.20%. SAP has a consensus price target of $271.83, indicating a potential downside of 10.69%. Given AppLovin's higher probable upside, equities research analysts clearly believe AppLovin is more favorable than SAP.
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.
In the previous week, AppLovin had 26 more articles in the media than SAP. MarketBeat recorded 51 mentions for AppLovin and 25 mentions for SAP. SAP's average media sentiment score of 0.84 beat AppLovin's score of 0.64 indicating that SAP is being referred to more favorably in the news media.
Summary
AppLovin beats SAP on 11 of the 18 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 {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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.
AppLovin Competitors List
Related Companies and Tools
This page (NASDAQ:APP) was last updated on 6/11/2025 by MarketBeat.com Staff
