AppLovin (APP) Competitors $390.26 +9.35 (+2.45%) Closing price 05/28/2025 04:00 PM EasternExtended Trading$402.39 +12.13 (+3.11%) As of 05:40 AM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock APP vs. SAP, PLTR, SHOP, CRWD, NTES, INFY, SNOW, NET, TEAM, and RBLXShould 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. SAP Palantir Technologies Shopify CrowdStrike NetEase Infosys Snowflake Cloudflare Atlassian Roblox AppLovin (NASDAQ:APP) and SAP (NYSE:SAP) are both large-cap business services companies, but which is the better business? We will compare the two businesses based on the strength of their profitability, dividends, institutional ownership, earnings, community ranking, valuation, risk, media sentiment and analyst recommendations. Do analysts recommend APP or SAP? AppLovin currently has a consensus target price of $433.85, indicating a potential upside of 11.17%. SAP has a consensus target price of $271.83, indicating a potential downside of 8.75%. Given AppLovin's higher probable upside, 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) 2.82SAP 0 Sell rating(s) 0 Hold rating(s) 9 Buy rating(s) 0 Strong Buy rating(s) 3.00 Is APP or SAP more profitable? 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% Does the MarketBeat Community prefer APP or SAP? 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 57.68% of users gave AppLovin an outperform vote. CompanyUnderperformOutperformAppLovinOutperform Votes13957.68% Underperform Votes10242.32% SAPOutperform Votes77866.44% Underperform Votes39333.56% Does the media prefer APP or SAP? In the previous week, AppLovin had 25 more articles in the media than SAP. MarketBeat recorded 62 mentions for AppLovin and 37 mentions for SAP. AppLovin's average media sentiment score of 1.03 beat SAP's score of 0.90 indicating that AppLovin is being referred to more favorably in the media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment AppLovin 43 Very Positive mention(s) 3 Positive mention(s) 6 Neutral mention(s) 2 Negative mention(s) 0 Very Negative mention(s) Positive SAP 22 Very Positive mention(s) 3 Positive mention(s) 9 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Which has preferable valuation and earnings, APP or SAP? 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 RatioAppLovin$5.14B25.72$1.58B$5.5470.44SAP$35.15B10.41$3.38B$5.2257.07 Do institutionals & insiders believe in APP or SAP? 41.8% of AppLovin shares are owned by institutional investors. 14.7% of AppLovin shares are owned by insiders. Comparatively, 7.4% of SAP shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term. Which has more volatility and risk, APP or SAP? AppLovin has a beta of 2.39, meaning that its share price is 139% more volatile than the S&P 500. Comparatively, SAP has a beta of 1.35, meaning that its share price is 35% more volatile than the S&P 500. SummaryAppLovin beats SAP on 13 of the 19 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. Email Address New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?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. Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?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.Skip Chart APP vs. The Competition Export to ExcelMetricAppLovinComputer & Data IndustryBusiness SectorNASDAQ ExchangeMarket Cap$132.06B$79.19B$24.34B$8.46BDividend YieldN/A1.92%2.66%4.18%P/E Ratio85.9661.1033.3519.78Price / Sales25.72181.46366.20138.41Price / Cash165.4230.1930.9334.64Price / Book105.485.195.444.54Net Income$1.58B$3.40B$195.65M$247.85M7 Day Performance11.04%0.74%0.70%1.31%1 Month Performance35.09%3.92%8.36%9.43%1 Year Performance365.20%31.53%19.09%10.33% AppLovin Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)APPAppLovin3.8786 of 5 stars$390.26+2.5%$433.85+11.2%+368.9%$132.06B$5.14B85.961,710Trending NewsAnalyst ForecastInsider TradeSAPSAP3.0134 of 5 stars$294.89-1.7%$271.83-7.8%+54.7%$362.27B$35.15B102.75112,000Trending NewsShort Interest ↓PLTRPalantir Technologies1.6623 of 5 stars$123.31+0.8%$83.95-31.9%+487.8%$289.21B$3.12B649.033,936Trending NewsSHOPShopify4.0019 of 5 stars$101.51-1.7%$115.37+13.7%+84.0%$131.44B$9.38B65.4911,600Trending NewsShort Interest ↓CRWDCrowdStrike4.3756 of 5 stars$455.59+2.6%$403.83-11.4%+35.2%$112.93B$3.95B893.334,960Trending NewsUpcoming EarningsAnalyst ForecastInsider TradeNTESNetEase3.9373 of 5 stars$119.75+0.6%$119.38-0.3%+35.8%$75.87B$107.27B18.8032,100Positive NewsINFYInfosys2.9743 of 5 stars$18.14+0.6%$17.48-3.7%+6.0%$75.14B$19.28B22.96339,500Trending NewsSNOWSnowflake3.73 of 5 stars$199.99-1.6%$217.33+8.7%+35.5%$66.02B$3.84B-58.993,990Trending NewsInsider TradeOptions VolumeNETCloudflare3.8777 of 5 stars$158.45+0.1%$141.79-10.5%+119.4%$54.68B$1.77B-720.203,220Positive NewsShort Interest ↑TEAMAtlassian4.8674 of 5 stars$206.82-0.7%$285.29+37.9%+29.3%$54.29B$4.96B-154.348,810Insider TradeShort Interest ↓Analyst RevisionGap DownRBLXRoblox2.238 of 5 stars$82.26+0.6%$68.68-16.5%+156.8%$51.82B$3.84B-56.732,130Positive NewsInsider TradeShort Interest ↑Gap Down Related Companies and Tools Related Companies SAP Competitors PLTR Competitors SHOP Competitors CRWD Competitors NTES Competitors INFY Competitors SNOW Competitors NET Competitors TEAM Competitors RBLX Competitors Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NASDAQ:APP) was last updated on 5/29/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredWhite House to reset Social Security?Elon Musk's parting DOGE gift looks set to shock America... 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