Free Trial

AppLovin (APP) Competitors

AppLovin logo
$390.26 +9.35 (+2.45%)
Closing price 05/28/2025 04:00 PM Eastern
Extended 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.

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 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.

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)
2.82
SAP
0 Sell rating(s)
0 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
3.00

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%

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.

CompanyUnderperformOutperform
AppLovinOutperform Votes
139
57.68%
Underperform Votes
102
42.32%
SAPOutperform Votes
778
66.44%
Underperform Votes
393
33.56%

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

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$5.14B25.72$1.58B$5.5470.44
SAP$35.15B10.41$3.38B$5.2257.07

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.

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.

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 Chart

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.
Skip Chart

APP vs. The Competition

MetricAppLovinComputer & Data IndustryBusiness SectorNASDAQ Exchange
Market Cap$132.06B$79.19B$24.34B$8.46B
Dividend YieldN/A1.92%2.66%4.18%
P/E Ratio85.9661.1033.3519.78
Price / Sales25.72181.46366.20138.41
Price / Cash165.4230.1930.9334.64
Price / Book105.485.195.444.54
Net Income$1.58B$3.40B$195.65M$247.85M
7 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

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
APP
AppLovin
3.8786 of 5 stars
$390.26
+2.5%
$433.85
+11.2%
+368.9%$132.06B$5.14B85.961,710Trending News
Analyst Forecast
Insider Trade
SAP
SAP
3.0134 of 5 stars
$294.89
-1.7%
$271.83
-7.8%
+54.7%$362.27B$35.15B102.75112,000Trending News
Short Interest ↓
PLTR
Palantir Technologies
1.6623 of 5 stars
$123.31
+0.8%
$83.95
-31.9%
+487.8%$289.21B$3.12B649.033,936Trending News
SHOP
Shopify
4.0019 of 5 stars
$101.51
-1.7%
$115.37
+13.7%
+84.0%$131.44B$9.38B65.4911,600Trending News
Short Interest ↓
CRWD
CrowdStrike
4.3756 of 5 stars
$455.59
+2.6%
$403.83
-11.4%
+35.2%$112.93B$3.95B893.334,960Trending News
Upcoming Earnings
Analyst Forecast
Insider Trade
NTES
NetEase
3.9373 of 5 stars
$119.75
+0.6%
$119.38
-0.3%
+35.8%$75.87B$107.27B18.8032,100Positive News
INFY
Infosys
2.9743 of 5 stars
$18.14
+0.6%
$17.48
-3.7%
+6.0%$75.14B$19.28B22.96339,500Trending News
SNOW
Snowflake
3.73 of 5 stars
$199.99
-1.6%
$217.33
+8.7%
+35.5%$66.02B$3.84B-58.993,990Trending News
Insider Trade
Options Volume
NET
Cloudflare
3.8777 of 5 stars
$158.45
+0.1%
$141.79
-10.5%
+119.4%$54.68B$1.77B-720.203,220Positive News
Short Interest ↑
TEAM
Atlassian
4.8674 of 5 stars
$206.82
-0.7%
$285.29
+37.9%
+29.3%$54.29B$4.96B-154.348,810Insider Trade
Short Interest ↓
Analyst Revision
Gap Down
RBLX
Roblox
2.238 of 5 stars
$82.26
+0.6%
$68.68
-16.5%
+156.8%$51.82B$3.84B-56.732,130Positive News
Insider Trade
Short Interest ↑
Gap Down

Related Companies and Tools


This page (NASDAQ:APP) was last updated on 5/29/2025 by MarketBeat.com Staff
From Our Partners