Communication Services / Advertising AgenciesUpdated 2026-05-10 22:07 UTC

APP stock hub

APP trades against a final fair-value range of $223.34-$481.14, with the midpoint set by the accepted valuation synthesis rather than earlier draft model outputs.

Read full analysis Valuation Archive

Fair value midpoint

$348

$223 - $481

Upside to midpoint

-25.8%

Based on latest report

Confidence

87/100

Data quality and model convergence

Market cap

$157.4B

NASDAQ

Our take

Research highlights

What our analysis says

Pulled from the latest published report. The full reasoning lives under /analysis.

Biggest opportunity

Bull case

The market is pricing AppLovin for structural perfection with implied 10-year growth rates near 30%.

APP is rated Sell at $468.55 versus the reconciled fair value midpoint of $347.80, implying -25.77% upside/downside. Confidence is separately disclosed at 87/100.

Market data

Price

Recent price action with selectable time range.

AppLovin CorporationAPP

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In the news

Latest news · APP

Recent company headlines from major financial publishers.

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Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

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EPS estimate—

Revenue estimate—

Analysis map

Jump into the research surface

These links all point into /analysis/*, so a hub rollback leaves the report reader and legacy redirects live.

Forecast

Targets

Bull, base, and bear cases with expected-return framing.

Valuation

Models

Fair-value bridge, DCF, owner earnings, and peer multiples.

Sensitivity

Grid

Cost-of-equity and terminal-growth stress table.

Risks

Bear case

Kill scenarios, soft-pass flags, and downside catalysts.

Earnings

Decision tree

Next earnings setup and beat / inline / miss thresholds.

Position sizing

Checkpoints

Entry, exit, conviction, and quarterly monitoring rules.

Financials

History

Revenue, margins, cash flow, and balance-sheet context.

Peers

Comps

Relative valuation and profitability against the cohort.

Moat

Durability

Economic-profit evidence and competitive advantage risk.

Industry cycle

Context

Sector phase, capital cycle, and secular tailwinds.

Scorecard

Factors

Six-factor overlay and 9-category weighted scorecard.

Recommendation

Verdict

Final action, action steps, opportunity, and biggest risk.

Perspectives

Lenses

Growth, value, and income investor reads.

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E21.5

P25 n/aP50 n/aP75 n/a

Trailing P/E0

P25 n/aP50 n/aP75 n/a

ROE266.4

P25 n/aP50 n/aP75 n/a

ROIC119.6

P25 n/aP50 n/aP75 n/a

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Our take

Indicator catalog

All APP market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

257

Groups with data

Currency

USD

Showing 257 of 257 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Cik	0001751008
Company name	AppLovin Corporation
Country	United States
Country code	US
Cusip	03831W108
Employees	898
Employees Change	-665%
Employees Change Percent	-42.55
Enterprise value	$158.5B
Exchange	NASDAQ
Financial currency	USD
First seen	2026-05-09
In Index	SP500, NASDAQ100
Industry	Advertising Agencies
IPO Date	2021-04-15
Isin	US03831W1080
Last refreshed	2026-05-10
Market cap	$157.4B
Market cap category	Large-Cap
Price	$469
Price currency	USD
Rev Per Employee	6,864,356.35x
Sector	Communication Services
Sic	7370
Symbol	APP
Website	https://www.applovin.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	2.52%
EV Earnings	40x
EV Sales Forward	18.26x
EV/EBIT	33.39x
EV/EBITDA	32.53x
EV/FCF	35.7x
EV/Sales	25.71x
FCF yield	2.82%
Forward P/E	26.98x
P/B ratio	66.67x
P/E ratio	40.74x
P/S ratio	25.54x
PE Ratio3 Y	90.48x
PE Ratio5 Y	169.11x
PEG ratio	0.7x
PS Forward	18.14x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT Margin	77.01%
EBITDA Margin	79.04%
FCF margin	72.02%
Gross margin	88.37%
Gross Profit	$5.4B
Gross Profit Growth	72.55%
Gross Profit Growth Q	62.7%
Gross Profit Growth3 Y	48.28%
Gross Profit Growth5 Y	37.89%
Net Income	$4B
Net Income Growth	106.4%
Net Income Growth Q	109.16%
Net Income Growth Quarters	13%
Net Income Growth Years	3%
Pretax Margin	74.46%
Profit Margin	64.29%
Profit Per Employee	$4.4M
Profitable Years	3
ROA	44.24
Roa5y	14.34
ROCE	76.4
ROE	266.4
Roe5y	74.29
ROIC	119.6
Roic5y	33.79

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr1y	54.45%
Cagr3y	201.05%
Cagr5y	52.27%
EPS Growth	110.4
EPS Growth Q	113.1
EPS Growth Quarters	13
EPS Growth Years	3
FCF Growth	72.48%
FCF Growth Q	48.85%
FCF Growth3 Y	82.3%
FCF Growth5 Y	79.86%
OCF Growth	72.48%
OCF Growth Q	48.85%
OCF Growth3 Y	82.27%
OCF Growth5 Y	79.38%
Revenue Growth	66.39x
Revenue Growth Q	58.97x
Revenue Growth Quarters	6x
Revenue Growth Years	2x
Revenue Growth3 Y	28.47x
Revenue Growth5 Y	27.99x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Asset Turnover	$0.92
Assets	$7.7B
Cash	$2.8B
Current Assets	$4.8B
Current Liabilities	$1.5B
Debt	$3.8B
Debt EBITDA	$0.79
Debt Equity	$1.63
Debt FCF	$0.87
Equity	$2.4B
Interest Coverage	23.12
Liabilities	$5.3B
Long Term Assets	$2.9B
Long Term Liabilities	$3.8B
Net Cash	$-1.1B
Net Cash By Market Cap	$-0.69
Net Debt EBITDA	$0.22
Net Debt Equity	$0.46
Net Debt FCF	$0.25
Tangible Book Value	$471.4M
Tangible Book Value Per Share	$1.4
WACC	16.96

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	3.24
Net Working Capital	$594.5M
Quick ratio	3.16
Working Capital	$3.4B
Working Capital Turnover	$2.86

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	1.85%
Dividend Yield	0%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
1Y total return	54.4%
200-day SMA	528.7
3Y total return	2,630.48%
50-day SMA	445.8
50-day SMA vs 200-day SMA	50under200
5Y total return	718.29%
All Time High	745.6
All Time High Change	-37.16%
All Time High Date	2025-09-29
All Time Low	9.14
All Time Low Change	5,026.37%
All Time Low Date	2022-12-28
ATR	29.43
Beta	2.37
Beta1y	2.78
Beta2y	3.5
Ch YTD	-30.46
High	495
High52	745.6
High52 Date	2025-09-29
High52ch	-37.16%
Low	447.5
Low52	320
Low52 Date	2025-06-23
Low52ch	46.42%
Ma50ch	5.09%
Premarket Change Percent	-1.18
Premarket Price	$493
Premarket Volume	68,087
Price vs 200-day SMA	-11.37%
RSI	53.34
RSI Monthly	56.84
RSI Weekly	48.3
Sharpe ratio	0.92x
Sortino ratio	1.36
Total Return	1.85%
Tr YTD	-30.46
Tr1m	14.16%
Tr1w	1.86%
Tr3m	15.2%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Analyst Count	19
Analyst Count Top	8
Analyst Price Target Top	$668
Analyst Ratings	Strong Buy
Analyst Ratings Top	Strong Buy
Earnings EPS Estimate	$3.44
Earnings EPS Estimate Growth	63.81
Earnings Revenue Estimate	1,774,323,520x
Earnings Revenue Estimate Growth	19.56x
Operating Income	$4.7B
Operating Income Growth	98.49
Operating Income Growth Q	70.49
Operating Income Growth3 Y	212.7
Operating Income Growth5 Y	218.3
Operating margin	77.01
Price target	$691
Price Target Change	$47.5
Price Target Change Top	$42.46

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	241,431,885%
Float Percent	71.87%
Net Borrowing	-218,669,000
Shares Insiders	27.43%
Shares Institutions	72.05%
Shares Out	335,939,521
Shares Qo Q	-0.34%
Shares Yo Y	-1.85%
Short Float	5.17%
Short Ratio	2.81
Short Shares	3.71

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Adjusted FCF	$4.2B
Average Volume	4,401,037x
Bv Per Share	7.03
Ch1m	14.16
Ch1w	1.86
Ch1y	54.4
Ch3m	15.2
Ch3y	2,630.5
Ch5y	718.3
Ch6m	-24.42
Change	-6.08%
Change From Open	-5.17
Close	498.9
Days Gap	-0.96
Depreciation Amortization	124,823,000
Dollar Volume	3,639,163,190.1
Earnings Date	2026-05-06
Earnings Time	amc
EBIT	$4.7B
EBITDA	$4.9B
EPS	$11.64
F Score	7
FCF	$4.4B
FCF EV Yield	2.8x
FCF Per Share	$13.21
Financing CF	-2,603,084,000
Fiscal Year End	December
Founded	2,012
Goodwill	1,523,050,000
Graham Number	42.9041
Graham Upside	-90.84
Income Tax	$674.4M
Investing CF	375,845,000
Ipr	485.7
Iprfo	569.4
Is Primary Listing	1
Is Spac	No
Last Earnings Date	2026-05-06
Last Report Date	2026-03-31
Last Split Type	Never
Last10k Filing Date	2026-02-19
Ma150	536.3
Ma150ch	-12.63%
Ma20	462.9
Ma20ch	1.22%
Net CF	2,216,155,000
Next Earnings Date	2026-08-05
Open	494.1
Optionable	Yes
P FCF Ratio	35.46
P OCF Ratio	35.46
Position In Range	44.34
Post Close	468.6
Postmarket Change Percent	-0.54
Postmarket Price	$466
Ppne	114,820,000
Pre Close	498.9
Price Date	2026-05-08
Price EBITDA	$32.31
Ptbv Ratio	333.9
Relative Volume	1.76x
Revenue	6,164,192,000x
SBC By Revenue	3.77x
Share Based Comp	232,512,000
Tax By Revenue	10.94x
Tax Rate	14.69%
Tr6m	-24.42%
Us State	California
Views	215
Volume	7,766,862
Z Score	21.77

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

6.5/10

Business quality stays separate from stock attractiveness.

Forward P/E

21.5x

Valuation uses the full report model stack, not a single multiple.

Next action

Sell

Final action steps are kept in the recommendation tab.

Our take

Income

Does APP pay a dividend?

Capital-return profile for this ticker.

Performance

APP stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns APP?

Insider, institutional, and short-interest positioning.

Institutional ownership

+72.0%

Float: +71.9% of shares outstanding

Insider ownership

+27.4%

Stake held by company insiders. Higher generally signals alignment.

Negative means the company is buying back shares.

Technical

APP momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

53.3

Neutral momentum band

Price vs 200-day MA

-11.4%

50/200-day relationship not available

Beta (5Y)

2.37

More volatile than the market

Sharpe ratio

0.92

Risk-adjusted return — higher is better; >1.0 is solid.

Peers

APP vs. sector cohort

Currency-neutral comparison: P/E, P/S, ROIC, 5Y revenue CAGR, and 1Y total return. Market-cap column appears only when every peer reports in the same currency.

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AAPL	Apple Inc.	4.3T	35.6x	9.5x	104.3%	+6.8%	+50.1%	Продавать
ABNB	Airbnb Inc.	84B	34.7x	6.6x	15.9%	+29.9%	+14.9%	Держать
ADBE	Adobe Inc.	102.3B	14.8x	4.2x	63.3%	+12.3%	-34.3%	Активно покупать
CMCSA	Comcast Corporation	90.7B	5.0x	0.7x	8.0%	+3.8%	-17.7%	Активно покупать
DIS	The Walt Disney Company	187.6B	17.3x	1.9x	9.2%	+10.8%	+7.0%	Держать
EA	Electronic Arts Inc.	50.2B	57.1x	6.7x	16.2%	+6.0%	+29.5%	Продавать

Questions

About APP

Hub-level FAQ points readers to the deeper analysis pages.

What is the current APP stock rating?

AppLovin Corporation is currently shown with Sell in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full APP analysis?

The full report lives at /stocks/APP/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for APP?

The latest report frames APP around $223 to $481. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the APP page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.