APP vs. SAP, PLTR, SHOP, CRWD, NTES, INFY, CRWV, 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), Infosys (INFY), CoreWeave, Inc. Class A Common Stock (CRWV), Snowflake (SNOW), Roblox (RBLX), and Cloudflare (NET). These companies are all part of the "computer software" industry.
AppLovin vs. Its Competitors
SAP (NYSE:SAP) and AppLovin (NASDAQ:APP) are both large-cap computer and technology companies, but which is the superior investment? We will contrast the two businesses based on the strength of their analyst recommendations, dividends, institutional ownership, profitability, media sentiment, risk, valuation, community ranking and earnings.
SAP currently has a consensus target price of $271.83, suggesting a potential downside of 6.59%. AppLovin has a consensus target price of $438.10, suggesting a potential upside of 30.62%. Given AppLovin's higher possible upside, analysts clearly believe AppLovin is more favorable than SAP.
SAP has a beta of 1.32, meaning that its stock price is 32% more volatile than the S&P 500. Comparatively, AppLovin has a beta of 2.53, meaning that its stock price is 153% more volatile than the S&P 500.
41.9% of AppLovin shares are held by institutional investors. 7.4% of SAP shares are held by company insiders. Comparatively, 13.7% of AppLovin shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.
In the previous week, AppLovin had 21 more articles in the media than SAP. MarketBeat recorded 44 mentions for AppLovin and 23 mentions for SAP. AppLovin's average media sentiment score of 1.23 beat SAP's score of 0.85 indicating that AppLovin is being referred to more favorably in the news media.
AppLovin has a net margin of 37.38% compared to SAP's net margin of 16.33%. AppLovin's return on equity of 224.65% beat SAP's return on equity.
SAP received 639 more outperform votes than AppLovin when rated by MarketBeat users. Likewise, 66.44% 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.
Summary
AppLovin beats SAP on 13 of the 18 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.
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
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This page (NASDAQ:APP) was last updated on 6/24/2025 by MarketBeat.com Staff
