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AppLovin (APP) Competitors

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$355.50 +2.54 (+0.72%)
Closing price 04:00 PM Eastern
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$355.02 -0.48 (-0.13%)
As of 07:59 PM Eastern
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APP vs. DUOL, U, SAP, PLTR, SHOP, CRWD, NTES, RBLX, INFY, and SNOW

Should you be buying AppLovin stock or one of its competitors? The main competitors of AppLovin include Duolingo (DUOL), Unity Software (U), SAP (SAP), Palantir Technologies (PLTR), Shopify (SHOP), CrowdStrike (CRWD), NetEase (NTES), Roblox (RBLX), American Noble Gas (INFY), and Snowflake (SNOW). These companies are all part of the "computer software" industry.

AppLovin vs. Its Competitors

Duolingo (NASDAQ:DUOL) and AppLovin (NASDAQ:APP) are both large-cap business services companies, but which is the superior investment? We will contrast the two businesses based on the strength of their institutional ownership, dividends, analyst recommendations, media sentiment, risk, profitability, valuation and earnings.

In the previous week, AppLovin had 32 more articles in the media than Duolingo. MarketBeat recorded 55 mentions for AppLovin and 23 mentions for Duolingo. AppLovin's average media sentiment score of 1.21 beat Duolingo's score of 0.67 indicating that AppLovin is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Duolingo
8 Very Positive mention(s)
8 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive
AppLovin
38 Very Positive mention(s)
7 Positive mention(s)
6 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive

Duolingo has a beta of 0.89, meaning that its stock price is 11% less volatile than the S&P 500. Comparatively, AppLovin has a beta of 2.42, meaning that its stock price is 142% more volatile than the S&P 500.

AppLovin has higher revenue and earnings than Duolingo. AppLovin is trading at a lower price-to-earnings ratio than Duolingo, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Duolingo$748.02M21.96$88.57M$2.03178.00
AppLovin$4.71B25.54$1.58B$5.5464.17

AppLovin has a net margin of 37.38% compared to Duolingo's net margin of 11.93%. AppLovin's return on equity of 224.65% beat Duolingo's return on equity.

Company Net Margins Return on Equity Return on Assets
Duolingo11.93% 11.70% 7.64%
AppLovin 37.38%224.65%34.45%

91.6% of Duolingo shares are owned by institutional investors. Comparatively, 41.9% of AppLovin shares are owned by institutional investors. 15.7% of Duolingo shares are owned by company insiders. Comparatively, 13.7% of AppLovin shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Duolingo presently has a consensus target price of $441.20, suggesting a potential upside of 22.10%. AppLovin has a consensus target price of $438.43, suggesting a potential upside of 23.33%. Given AppLovin's stronger consensus rating and higher possible upside, analysts clearly believe AppLovin is more favorable than Duolingo.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Duolingo
0 Sell rating(s)
6 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.63
AppLovin
1 Sell rating(s)
3 Hold rating(s)
16 Buy rating(s)
3 Strong Buy rating(s)
2.91

Summary

AppLovin beats Duolingo on 14 of the 17 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 APP 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

MetricAppLovinTechnology Services IndustryBusiness SectorNASDAQ Exchange
Market Cap$119.44B$2.46B$15.04B$9.31B
Dividend YieldN/A1.45%2.73%4.03%
P/E Ratio63.7131.0228.1719.73
Price / Sales25.5435.01569.41173.11
Price / Cash59.0943.7126.3357.96
Price / Book111.096.086.445.67
Net Income$1.58B$33.22M$196.70M$257.79M
7 Day Performance0.78%0.88%0.50%0.52%
1 Month Performance-4.10%7.46%5.42%8.84%
1 Year Performance310.84%33.62%21.87%14.18%

AppLovin Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
APP
AppLovin
4.0396 of 5 stars
$355.50
+0.7%
$438.43
+23.3%
+301.4%$119.44B$4.71B63.711,710Positive News
DUOL
Duolingo
3.4318 of 5 stars
$377.60
+1.8%
$441.20
+16.8%
+97.0%$17.17B$811.21M186.13600
U
Unity Software
2.695 of 5 stars
$29.41
+1.6%
$24.80
-15.7%
+75.9%$12.21B$1.81B-26.234,987News Coverage
Analyst Forecast
Gap Up
SAP
SAP
3.4012 of 5 stars
$301.59
+0.2%
$271.83
-9.9%
+48.1%$370.44B$36.99B57.77109,973Trending News
Upcoming Earnings
PLTR
Palantir Technologies
2.6984 of 5 stars
$148.38
+4.4%
$90.37
-39.1%
+418.2%$350.10B$2.87B645.013,936Trending News
Analyst Upgrade
SHOP
Shopify
4.1361 of 5 stars
$116.52
+3.9%
$115.77
-0.6%
+79.1%$151.34B$9.38B75.2611,600Trending News
Analyst Forecast
Analyst Revision
CRWD
CrowdStrike
4.4447 of 5 stars
$476.68
-0.4%
$456.40
-4.3%
+25.4%$118.94B$3.95B-691.5810,118Trending News
Analyst Forecast
NTES
NetEase
4.1628 of 5 stars
$129.80
+1.2%
$119.38
-8.0%
+42.0%$82.24B$107.27B18.6826,028Positive News
RBLX
Roblox
2.6321 of 5 stars
$111.45
+5.4%
$86.45
-22.4%
+173.4%$75.59B$3.60B-83.172,474Trending News
Analyst Forecast
INFY
American Noble Gas
2.1351 of 5 stars
$18.00
-1.1%
$17.48
-2.9%
-10.4%$74.56B$19.28B23.68323,578Positive News
Upcoming Earnings
SNOW
Snowflake
3.7811 of 5 stars
$214.48
+1.7%
$225.36
+5.1%
+59.2%$71.57B$3.63B-50.927,834Positive News

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This page (NASDAQ:APP) was last updated on 7/16/2025 by MarketBeat.com Staff
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