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.
SAP (NYSE:SAP) and AppLovin (NASDAQ:APP) are both large-cap computer and technology companies, but which is the better stock? We will compare the two companies based on the strength of their valuation, earnings, analyst recommendations, media sentiment, institutional ownership, community ranking, dividends, risk and profitability.
SAP presently has a consensus target price of $271.83, indicating a potential downside of 8.75%. AppLovin has a consensus target price of $433.85, indicating a potential upside of 11.02%. Given AppLovin's higher probable upside, 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 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. 7.4% of SAP shares are held by company insiders. Comparatively, 14.7% of AppLovin shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.
In the previous week, AppLovin had 25 more articles in the media than SAP. MarketBeat recorded 61 mentions for AppLovin and 36 mentions for SAP. AppLovin's average media sentiment score of 0.95 beat SAP's score of 0.94 indicating that AppLovin is being referred to more favorably in the news 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 57.68% of users gave AppLovin an outperform vote.
SAP has a beta of 1.35, meaning that its share price is 35% more volatile than the S&P 500. Comparatively, AppLovin has a beta of 2.39, meaning that its share price is 139% 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
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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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This page (NASDAQ:APP) was last updated on 5/28/2025 by MarketBeat.com Staff
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