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AppLovin (APP) Competitors

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$380.91 +26.62 (+7.51%)
Closing price 04:00 PM Eastern
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$380.92 +0.01 (+0.00%)
As of 07:59 PM Eastern
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APP vs. SAP, PLTR, SHOP, CRWD, NTES, INFY, SNOW, NET, TEAM, and RBLX

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), Snowflake (SNOW), Cloudflare (NET), Atlassian (TEAM), and Roblox (RBLX). 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 stock? We will contrast the two companies based on the strength of their profitability, dividends, community ranking, institutional ownership, risk, earnings, valuation, media sentiment and analyst recommendations.

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%

41.8% of AppLovin shares are held by institutional investors. 14.7% of AppLovin shares are held by company insiders. Comparatively, 7.4% of SAP 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.

In the previous week, AppLovin had 22 more articles in the media than SAP. MarketBeat recorded 54 mentions for AppLovin and 32 mentions for SAP. AppLovin's average media sentiment score of 1.08 beat SAP's score of 0.84 indicating that AppLovin is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AppLovin
38 Very Positive mention(s)
2 Positive mention(s)
6 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive
SAP
22 Very Positive mention(s)
2 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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 57.92% of users gave AppLovin an outperform vote.

CompanyUnderperformOutperform
AppLovinOutperform Votes
139
57.92%
Underperform Votes
101
42.08%
SAPOutperform Votes
778
66.44%
Underperform Votes
393
33.56%

AppLovin currently has a consensus target price of $433.85, suggesting a potential upside of 15.18%. SAP has a consensus target price of $271.83, suggesting a potential downside of 9.73%. Given AppLovin's higher probable upside, research analysts plainly 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)
9 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$5.14B24.82$1.58B$5.5467.99
SAP$35.15B10.53$3.38B$5.2257.69

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 1.35, suggesting that its share price is 35% more volatile than the S&P 500.

Summary

AppLovin beats SAP on 13 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$127.46B$79.22B$24.36B$8.48B
Dividend YieldN/A1.92%2.66%4.16%
P/E Ratio82.9760.6033.3519.90
Price / Sales24.82181.56360.47138.25
Price / Cash165.4230.1930.9334.64
Price / Book101.815.155.474.58
Net Income$1.58B$3.40B$195.65M$248.14M
7 Day Performance3.75%-1.32%-0.06%0.35%
1 Month Performance36.07%5.65%9.16%9.66%
1 Year Performance358.53%38.74%18.40%8.99%

AppLovin Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
APP
AppLovin
4.0395 of 5 stars
$380.91
+7.5%
$433.85
+13.9%
+331.3%$128.89B$5.14B83.901,710Trending News
Gap Up
SAP
SAP
2.9593 of 5 stars
$294.89
-1.7%
$271.83
-7.8%
+50.9%$362.27B$35.15B102.75112,000Trending News
Gap Up
PLTR
Palantir Technologies
1.6132 of 5 stars
$123.31
+0.8%
$83.95
-31.9%
+486.9%$289.21B$3.12B649.033,936Trending News
Gap Up
SHOP
Shopify
3.7869 of 5 stars
$101.51
-1.7%
$115.37
+13.7%
+78.2%$131.44B$9.38B65.4911,600Trending News
Gap Up
CRWD
CrowdStrike
4.1154 of 5 stars
$455.59
+2.6%
$403.83
-11.4%
+29.6%$112.93B$3.95B893.334,960Trending News
Upcoming Earnings
NTES
NetEase
4.2277 of 5 stars
$119.75
+0.6%
$119.38
-0.3%
+32.3%$75.87B$107.27B18.8032,100Positive News
INFY
Infosys
3.0618 of 5 stars
$18.14
+0.6%
$17.48
-3.7%
+4.5%$75.14B$19.28B22.96339,500
SNOW
Snowflake
4.0587 of 5 stars
$199.99
-1.6%
$217.33
+8.7%
+28.1%$66.02B$3.84B-58.993,990Trending News
Earnings Report
Options Volume
NET
Cloudflare
3.8417 of 5 stars
$158.45
+0.1%
$141.79
-10.5%
+113.6%$54.68B$1.77B-720.203,220Positive News
TEAM
Atlassian
4.8492 of 5 stars
$206.82
-0.7%
$285.29
+37.9%
+22.5%$54.29B$4.96B-154.348,810Trending News
Analyst Revision
Gap Down
RBLX
Roblox
2.195 of 5 stars
$82.26
+0.6%
$68.68
-16.5%
+151.8%$51.82B$3.84B-56.732,130

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This page (NASDAQ:APP) was last updated on 5/27/2025 by MarketBeat.com Staff
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