AppLovin (APP) Competitors

$73.82
+4.61 (+6.66%)
(As of 04/26/2024 ET)

APP vs. FDS, SYM, BR, RKT, CPAY, KSPI, EFX, APTV, OMC, and BAH

Should you be buying AppLovin stock or one of its competitors? The main competitors of AppLovin include FactSet Research Systems (FDS), Symbotic (SYM), Broadridge Financial Solutions (BR), Rocket Companies (RKT), Corpay (CPAY), Joint Stock Company Kaspi.kz (KSPI), Equifax (EFX), Aptiv (APTV), Omnicom Group (OMC), and Booz Allen Hamilton (BAH). These companies are all part of the "business services" sector.

AppLovin vs.

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

91.2% of FactSet Research Systems shares are held by institutional investors. Comparatively, 41.9% of AppLovin shares are held by institutional investors. 1.0% of FactSet Research Systems shares are held by company insiders. Comparatively, 12.4% of AppLovin shares are held by company 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.

FactSet Research Systems has a beta of 0.72, suggesting that its stock price is 28% less volatile than the S&P 500. Comparatively, AppLovin has a beta of 1.9, suggesting that its stock price is 90% more volatile than the S&P 500.

In the previous week, AppLovin had 2 more articles in the media than FactSet Research Systems. MarketBeat recorded 11 mentions for AppLovin and 9 mentions for FactSet Research Systems. AppLovin's average media sentiment score of 0.91 beat FactSet Research Systems' score of 0.80 indicating that FactSet Research Systems is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
FactSet Research Systems
6 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
AppLovin
5 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

FactSet Research Systems received 234 more outperform votes than AppLovin when rated by MarketBeat users. However, 46.31% of users gave AppLovin an outperform vote while only 42.98% of users gave FactSet Research Systems an outperform vote.

CompanyUnderperformOutperform
FactSet Research SystemsOutperform Votes
303
42.98%
Underperform Votes
402
57.02%
AppLovinOutperform Votes
69
46.31%
Underperform Votes
80
53.69%

FactSet Research Systems has higher earnings, but lower revenue than AppLovin. FactSet Research Systems 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
FactSet Research Systems$2.09B7.70$468.17M$12.6333.37
AppLovin$2.63B9.58$356.71M$1.0073.82

FactSet Research Systems has a net margin of 22.72% compared to FactSet Research Systems' net margin of 10.84%. AppLovin's return on equity of 34.36% beat FactSet Research Systems' return on equity.

Company Net Margins Return on Equity Return on Assets
FactSet Research Systems22.72% 34.36% 14.67%
AppLovin 10.84%24.69%6.54%

FactSet Research Systems currently has a consensus target price of $442.70, suggesting a potential upside of 5.04%. AppLovin has a consensus target price of $59.31, suggesting a potential downside of 19.66%. Given AppLovin's higher probable upside, equities analysts plainly believe FactSet Research Systems is more favorable than AppLovin.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
FactSet Research Systems
3 Sell rating(s)
8 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.73
AppLovin
1 Sell rating(s)
4 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.65

Summary

FactSet Research Systems and AppLovin tied by winning 9 of the 18 factors compared between the two stocks.

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

MetricAppLovinComputer & Data IndustryBusiness SectorNASDAQ Exchange
Market Cap$25.25B$67.93B$6.51B$7.46B
Dividend YieldN/A0.70%2.60%3.95%
P/E Ratio73.8229.3827.1415.62
Price / Sales9.5850.962,571.6182.57
Price / Cash27.7627.5425.2034.76
Price / Book19.954.034.574.33
Net Income$356.71M$2.47B$116.97M$214.13M
7 Day Performance10.51%3.22%2.50%1.87%
1 Month Performance7.20%-3.91%-4.26%-5.24%
1 Year Performance333.47%10.88%15.68%8.38%

AppLovin Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FDS
FactSet Research Systems
4.2803 of 5 stars
$422.83
+0.7%
$442.70
+4.7%
+5.0%$16.12B$2.09B33.4812,237Short Interest ↑
SYM
Symbotic
3.0564 of 5 stars
$40.43
+0.4%
$54.00
+33.6%
+36.7%$23.33B$1.18B-149.741,300
BR
Broadridge Financial Solutions
4.2683 of 5 stars
$195.08
-0.4%
$206.67
+5.9%
+38.7%$22.97B$6.06B33.9914,700Analyst Downgrade
Positive News
RKT
Rocket Companies
2.0322 of 5 stars
$12.55
-0.7%
$10.02
-20.1%
+44.8%$24.91B$3.80B-78.4114,700Upcoming Earnings
CPAY
Corpay
2.6769 of 5 stars
$307.42
+0.3%
$360.25
+17.2%
N/A$22.20B$3.76B23.2910,500
KSPI
Joint Stock Company Kaspi.kz
1.1347 of 5 stars
$116.20
-5.5%
$147.67
+27.1%
N/A$22.04B$4.21B0.007,802Gap Up
EFX
Equifax
4.8722 of 5 stars
$225.77
+0.6%
$270.19
+19.7%
+12.5%$27.88B$5.35B50.2814,900Analyst Revision
APTV
Aptiv
4.9936 of 5 stars
$71.40
+1.6%
$109.93
+54.0%
-30.8%$19.47B$20.05B6.89154,000Upcoming Earnings
Short Interest ↓
News Coverage
OMC
Omnicom Group
4.5907 of 5 stars
$95.98
+1.9%
$103.40
+7.7%
+5.9%$18.80B$14.69B12.9775,900Positive News
BAH
Booz Allen Hamilton
4.7218 of 5 stars
$144.39
-1.1%
$145.11
+0.5%
+54.2%$18.73B$9.26B46.5831,900Positive News

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This page (NASDAQ:APP) was last updated on 4/27/2024 by MarketBeat.com Staff

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