Company Deep Dive
Read the full research report: business segments breakdown, earnings transcripts review, management credibility analysis, competitive landscape, and scenarios.
APP
HoldAppLovin Corporation · Communication Services · United States · $100.3B · Avg Vol: $2.1B/d
COMPANY DESCRIPTION
AppLovin Corporation offers a comprehensive software platform designed to empower mobile app developers with tools for growth and monetization through advertising, analytics, and publishing services. The company's competitive edge stems from its advanced AI-driven optimization technologies and extensive developer network, enabling efficient user acquisition and revenue generation for mobile applications.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.8B | 1.8B | 3.2B | 5.5B | 24.8% | 6.8B | 8.1B | 10.4B | 37.5% |
| EPS | -0.52 | 1.01 | 4.68 | 9.84 | 212.1% | 13.01 | 15.86 | — | 61.1% |
| Shares | 373.9M | 339.9M | 340.0M | 338.3M | -9.5% | 305.7M | — | — | — |
| Debt | 3.3B | 3.2B | 3.6B | 3.5B | 2.6% | 3.5B | — | — | — |
| Equity | 1.9B | 1.3B | 1.1B | 2.1B | 3.9% | — | — | — | — |
| Op CF | 412.8M | 1.1B | 2.1B | 4.0B | 112.7% | 4.5B | — | — | — |
| Inv CF | -1.4B | -77.8M | -106.8M | 358.4M | — | — | — | — | — |
| Fin CF | -526.8M | -1.6B | -1.7B | -2.6B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Communication Services, ranked by industry match, size, and score similarity. Cross-listings of APP are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| APP | AppLovin Corporation(you) | $100.3B | 44 | Hold |
| OMC | Omnicom Group Inc. | $24.4B | 57 | Hold |
| TT8.DE | The Trade Desk, Inc. | $6.3B | 45 | Hold |
| 002027.SZ | Focus Media Information Technology Co., Ltd. | $10.7B | 56 | Hold |
| 4324.T | Dentsu Group Inc. | $6.0B | 49 | Hold |
| WPP | WPP plc | $5.8B | 49 | Hold |
| PUB.PA | Publicis Groupe S.A. | $24.5B | 81 | Strong Buy |
| LFTO | Liftoff Mobile, Inc. | $3.2B | 47 | Hold |
| 1860.HK | Mobvista Inc. | $2.3B | 46 | Hold |
| 300058.SZ | BlueFocus Intelligent Communications Group Co., Ltd. | $7.1B | 16 | Strong Sell |
Peer medians: ROE 7.1% · P/E 17.0x · Gross margin 46.2%