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.
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.
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.
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.
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.
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.
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.
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.
Skip ChartMedia 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.
Skip Chart
AppLovin Competitors List
Related Companies and Tools
This page (NASDAQ:APP) was last updated on 5/27/2025 by MarketBeat.com Staff