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AppLovin (APP) Competitors

AppLovin logo
$649.59 +28.07 (+4.52%)
Closing price 09/19/2025 04:00 PM Eastern
Extended Trading
$653.11 +3.52 (+0.54%)
As of 09/19/2025 08:00 PM Eastern
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APP vs. AAPL, DUOL, U, PLTR, SAP, SHOP, CRWD, NTES, RBLX, and NET

Should you be buying AppLovin stock or one of its competitors? The main competitors of AppLovin include Apple (AAPL), Duolingo (DUOL), Unity Software (U), Palantir Technologies (PLTR), SAP (SAP), Shopify (SHOP), CrowdStrike (CRWD), NetEase (NTES), Roblox (RBLX), and Cloudflare (NET).

AppLovin vs. Its Competitors

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

AppLovin has a net margin of 45.72% compared to Apple's net margin of 24.30%. AppLovin's return on equity of 252.67% beat Apple's return on equity.

Company Net Margins Return on Equity Return on Assets
Apple24.30% 170.91% 31.94%
AppLovin 45.72%252.67%41.46%

Apple currently has a consensus target price of $242.74, suggesting a potential downside of 1.13%. AppLovin has a consensus target price of $501.95, suggesting a potential downside of 22.73%. Given Apple's higher probable upside, equities research analysts plainly believe Apple is more favorable than AppLovin.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Apple
1 Sell rating(s)
14 Hold rating(s)
15 Buy rating(s)
2 Strong Buy rating(s)
2.56
AppLovin
1 Sell rating(s)
3 Hold rating(s)
18 Buy rating(s)
2 Strong Buy rating(s)
2.88

Apple has higher revenue and earnings than AppLovin. Apple 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
Apple$408.63B8.92$93.74B$6.5937.25
AppLovin$4.71B46.66$1.58B$7.0492.27

67.7% of Apple shares are held by institutional investors. Comparatively, 41.9% of AppLovin shares are held by institutional investors. 0.1% of Apple shares are held by company insiders. Comparatively, 13.7% of AppLovin shares are held 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.

Apple has a beta of 1.11, indicating that its share price is 11% more volatile than the S&P 500. Comparatively, AppLovin has a beta of 2.44, indicating that its share price is 144% more volatile than the S&P 500.

In the previous week, Apple had 221 more articles in the media than AppLovin. MarketBeat recorded 266 mentions for Apple and 45 mentions for AppLovin. AppLovin's average media sentiment score of 1.17 beat Apple's score of 1.08 indicating that AppLovin is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Apple
188 Very Positive mention(s)
25 Positive mention(s)
37 Neutral mention(s)
11 Negative mention(s)
2 Very Negative mention(s)
Positive
AppLovin
27 Very Positive mention(s)
7 Positive mention(s)
8 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

AppLovin beats Apple on 11 of the 16 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$219.72B$3.08B$26.71B$10.45B
Dividend YieldN/A1.60%2.75%4.57%
P/E Ratio92.2725.0827.1826.82
Price / Sales46.66111.29792.6191.97
Price / Cash108.7549.2228.4061.43
Price / Book203.008.057.796.39
Net Income$1.58B$34.56M$199.76M$271.80M
7 Day Performance11.61%3.61%1.74%3.51%
1 Month Performance55.12%19.14%22.64%9.58%
1 Year Performance415.18%96.93%66.54%28.53%

AppLovin Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
APP
AppLovin
2.8894 of 5 stars
$649.59
+4.5%
$501.95
-22.7%
+415.2%$219.72B$4.71B92.271,710Positive News
High Trading Volume
AAPL
Apple
4.7281 of 5 stars
$236.04
+0.8%
$240.80
+2.0%
+7.6%$3.50T$408.63B35.82164,000Trending News
Analyst Forecast
Options Volume
DUOL
Duolingo
4.1259 of 5 stars
$285.65
-7.2%
$420.63
+47.3%
+8.4%$13.14B$748.02M117.99600Trending News
Analyst Forecast
U
Unity Software
1.577 of 5 stars
$46.22
+6.1%
$31.20
-32.5%
+121.7%$19.48B$1.81B-43.504,987Positive News
Insider Trade
PLTR
Palantir Technologies
2.4309 of 5 stars
$170.94
-0.3%
$136.61
-20.1%
+390.3%$405.42B$2.87B569.673,936Trending News
SAP
SAP
3.916 of 5 stars
$250.95
-2.4%
$281.67
+12.2%
+16.7%$308.57B$36.99B41.59109,973Analyst Forecast
Short Interest ↓
SHOP
Shopify
3.5626 of 5 stars
$146.94
+2.5%
$150.27
+2.3%
+94.8%$190.97B$8.88B82.098,100Trending News
CRWD
CrowdStrike
4.0319 of 5 stars
$443.18
+1.6%
$460.10
+3.8%
+67.6%$111.25B$3.95B-372.5310,118Trending News
Analyst Forecast
Analyst Revision
NTES
NetEase
4.5179 of 5 stars
$155.09
+1.5%
$128.78
-17.0%
+92.7%$98.25B$109.68B20.9826,028News Coverage
Positive News
Analyst Downgrade
Short Interest ↓
RBLX
Roblox
2.8366 of 5 stars
$137.20
+2.9%
$123.16
-10.2%
+193.8%$88.40B$3.60B-95.832,474Positive News
NET
Cloudflare
3.8433 of 5 stars
$225.85
+2.0%
$191.28
-15.3%
+174.6%$78.72B$1.67B-664.374,263News Coverage
Positive News

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This page (NASDAQ:APP) was last updated on 9/21/2025 by MarketBeat.com Staff
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