pww.comAppLovin Corporation - NasdaqGS:APP

Profile

Price

USD$ 378.66

()

Market Cap

USD$ 127.075B

Shares Out

335.592 M

Employees

1717

Dividends

Yield

0 %

Payout (TTM)

0 %

DPS (TTM)

0

DPS Growth 3Yr

0 %

DPS Growth 5Yr

0 %

DPS Growth 10Yr

0 %

FinancialHealth

Cash

-

Net Debt

USD$ 2.675B

Debt/Equity (TTM)

374.12 %

Returns(TTM)

ROA

21.18 %

ROE

122.33 %

ROCE

33.0 %

Valuation(TTM)

P/E

111.139

P/B

136.56

P/FCF

72.993 %

Margins(TTM)

Gross

73.11 %

Operating

35.87 %

Pre-Tax

28.9 %

Net

26.87 %

FCFPS

5.189 %

Growth(CAGR)

RevPS 3Yr

1.301 %

RevPS 5Yr

2.658 %

RevPS 10Yr

2.658 %

NetIncomePS 3Yr

3.881 %

NetIncomePS 5Yr

1.739 %

NetIncomePS 10Yr

1.739 %

  • Last Price

    USD$ 378.6599

  • 5D

    0.177%

  • 1M

    7.988%

  • 3M

    137.986%

  • 1Y

    732.586%

AppLovin Corporation (APP) shows strong potential for growth, highlighted by a 39% revenue increase to $1.2 billion in Q3 2024, impressive margins, and significant free cash flow. The company's advancements in AI technology, particularly AXON, and expansion into new markets like e-commerce and CTV further bolster its prospects. However, challenges include intense competition, market saturation in gaming, regulatory concerns, and execution risks in new initiatives. While investor confidence is high, reflected in a 450% stock price increase, valuation concerns may arise if growth slows. Balancing these bullish and bearish factors will be crucial for AppLovin's future success.

Valuation And Growth

Segments

Guidance and Outlook

Bulls - Bears Say

1Y

3Y

5Y

ALL

For the Fiscal PeriodFeb-28-2025Jan-31-2025Dec-31-2024Nov-30-2024Oct-31-2024Sep-30-2024Aug-31-2024Jul-31-2024Jun-30-2024May-31-2024Apr-30-2024Mar-31-2024Feb-29-2024Jan-31-2024Dec-31-2023Nov-30-2023Oct-31-2023Sep-30-2023Aug-31-2023Jul-31-2023Jun-30-2023May-31-2023Apr-30-2023Mar-31-2023Feb-28-2023Jan-31-2023Dec-31-2022Nov-30-2022Oct-31-2022Sep-30-2022Aug-31-2022Jul-31-2022Jun-30-2022May-31-2022Apr-30-2022Mar-31-2022Feb-28-2022Jan-31-2022Dec-31-2021Nov-30-2021Oct-31-2021Sep-30-2021Aug-31-2021Jul-31-2021Jun-30-2021May-31-2021Apr-30-2021

Valuation Multiples

TEV/LTM Unlevered FCF

77.57

78.43

68.94

71.62

43.24

33.83

24.71

23.75

25.43

24.95

22.15

21.77

19.75

16.07

15.65

14.89

16.17

17.48

18.70

15.66

13.27

13.47

5.54

5.29

4.75

16.21

14.36

17.67

20.29

22.49

26.97

32.48

31.60

34.54

-

-

-

-

-

-

-

-

-

-

-

-

44.09

Market Cap/LTM Levered FCF

84.80

85.76

75.14

78.14

46.97

36.20

25.75

24.44

26.38

25.83

22.85

22.41

20.07

15.51

15.02

14.13

15.83

17.36

18.77

15.49

12.69

12.93

4.34

4.08

3.49

11.92

9.88

13.52

17.18

19.74

24.95

31.85

30.87

34.16

-

-

-

-

-

-

-

-

-

-

-

-

44.08

P/LTM Normalized EPS

157.51

159.30

139.58

145.15

103.36

79.66

56.67

62.82

67.81

66.39

98.03

96.16

82.96

115.72

112.12

105.45

232.06

254.47

275.23

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

255.85

-

-

-

-

-

-

-

-

-

-

-

-

P/LTM EPS

110.47

111.72

97.89

101.79

72.01

55.50

39.48

46.30

49.98

48.94

72.08

70.70

61.00

149.00

144.36

135.77

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

P/BV

130.67

132.16

115.79

120.41

69.47

53.54

38.09

33.36

36.01

35.26

19.09

18.73

16.16

12.60

12.21

11.49

8.37

9.18

9.93

6.14

5.03

4.89

3.34

3.09

2.65

2.51

2.08

2.85

3.32

3.81

4.82

6.63

6.42

7.11

6.69

9.66

10.19

11.75

17.19

16.61

18.31

13.48

13.12

-

-

-

-

P/Tangible BV

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

TEV/LTM Total Revenue

29.27

29.60

26.02

27.03

15.09

11.80

8.62

7.85

8.40

8.25

7.95

7.81

7.09

5.50

5.35

5.09

5.23

5.65

6.04

4.45

3.77

3.83

3.05

2.91

2.61

2.43

2.15

2.65

2.95

3.27

3.93

5.44

5.30

5.79

5.83

8.07

8.44

9.92

14.37

13.90

17.21

12.76

12.42

13.54

16.32

16.15

15.54

Market Cap/LTM Total Revenue

28.59

28.91

25.33

26.34

14.31

11.03

7.85

7.00

7.55

7.39

7.08

6.95

6.22

4.56

4.41

4.15

4.40

4.82

5.22

3.76

3.08

3.14

2.24

2.10

1.80

1.62

1.35

1.84

2.15

2.47

3.12

4.77

4.63

5.12

5.17

7.41

7.80

9.61

14.06

13.59

16.90

12.45

12.11

12.49

15.27

15.10

14.31

TEV/LTM EBITDA

63.55

64.26

56.49

58.68

36.18

28.31

20.67

20.31

21.75

21.34

22.48

22.10

20.05

18.68

18.19

17.30

18.68

20.20

21.61

16.87

14.30

14.51

14.36

13.71

12.30

10.63

9.42

11.59

14.18

15.72

18.85

27.80

27.04

29.56

25.73

35.60

38.72

46.46

67.30

65.10

83.94

62.22

60.57

70.33

84.79

83.88

74.34

TEV/LTM EBIT

81.76

82.66

72.67

75.49

50.26

39.32

28.72

30.68

32.85

32.23

40.18

39.49

35.83

39.92

38.89

36.98

52.92

57.22

61.21

62.15

52.67

53.46

256.22

244.78

219.49

123.81

109.67

134.96

174.85

193.85

232.46

-

-

-

97.74

135.22

157.14

262.47

-

-

-

-

-

-

-

-

-

Margin Analysis

Gross Margin

73.89

73.89

73.89

73.89

71.80

71.80

71.80

69.90

69.90

69.90

67.74

67.74

67.74

61.91

61.91

58.66

58.66

58.66

57.47

57.47

57.47

55.41

55.41

55.41

60.39

60.39

60.39

62.19

62.19

62.19

62.81

62.81

62.81

64.62

64.62

64.62

63.30

63.30

63.30

61.65

61.65

61.65

60.88

60.88

60.88

61.71

61.71

SG&A Margin

23.63

23.63

23.63

23.63

25.88

25.88

25.88

27.69

27.69

27.69

29.92

29.92

29.92

31.45

31.45

32.52

32.52

32.52

34.03

34.03

34.03

38.09

38.09

38.09

40.93

40.93

40.93

43.55

43.55

43.55

46.01

46.01

46.01

45.54

45.54

45.54

46.14

46.14

46.14

46.54

46.54

46.54

47.67

47.67

47.67

47.27

47.27

EBITDA Margin

46.06

46.06

46.06

46.06

41.70

41.70

41.70

38.64

38.64

38.64

34.67

34.67

34.67

27.54

27.54

25.83

25.83

25.83

24.13

24.13

24.13

18.73

18.73

18.73

21.26

21.26

21.26

19.37

19.37

19.37

18.20

18.20

18.20

21.40

21.40

21.40

20.57

20.57

20.57

19.60

19.60

19.60

18.16

18.16

18.16

19.56

19.56

EBIT Margin

35.81

35.81

35.81

35.81

30.02

30.02

30.02

25.58

25.58

25.58

19.78

19.78

19.78

12.00

12.00

8.01

8.01

8.01

5.34

5.34

5.34

-0.69

-0.69

-0.69

1.96

1.96

1.96

1.69

1.69

1.69

1.46

1.46

1.46

5.97

5.97

5.97

4.11

4.11

4.11

2.63

2.63

2.63

0.81

0.81

0.81

1.99

1.99

Earnings from Cont. Ops Margin

26.87

26.87

26.87

26.87

20.91

20.91

20.91

16.48

16.48

16.48

10.87

10.87

10.87

3.46

3.46

0.69

0.69

0.69

-2.83

-2.83

-2.83

-6.85

-6.85

-6.85

-2.82

-2.82

-2.82

-3.61

-3.61

-3.61

-2.47

-2.47

-2.47

1.27

1.27

1.27

-0.60

-0.60

-0.60

-4.86

-4.86

-4.86

-7.87

-7.87

-7.87

-8.68

-8.68

Net Income Margin

26.87

26.87

26.87

26.87

20.91

20.91

20.91

16.48

16.48

16.48

10.87

10.87

10.87

3.46

3.46

0.70

0.70

0.70

-2.82

-2.82

-2.82

-6.84

-6.84

-6.84

-2.81

-2.81

-2.81

-3.61

-3.61

-3.61

-2.46

-2.46

-2.46

1.27

1.27

1.27

-0.59

-0.59

-0.59

-4.83

-4.83

-4.83

-7.82

-7.82

-7.82

-8.63

-8.63

Levered Free Cash Flow Margin

33.72

33.72

33.72

33.72

30.47

30.47

30.47

28.63

28.63

28.63

30.99

30.99

30.99

27.25

27.25

25.54

25.54

25.54

23.24

23.24

23.24

50.65

50.65

50.65

11.10

11.10

11.10

12.52

12.52

12.52

14.99

14.99

14.99

-25.85

-25.85

-25.85

-

-

-

-

-

-

-

-

-

32.82

32.82

Unlevered Free Cash Flow Margin

37.74

37.74

37.74

37.74

34.89

34.89

34.89

33.04

33.04

33.04

35.87

35.87

35.87

32.30

32.30

30.32

30.32

30.32

27.57

27.57

27.57

54.02

54.02

54.02

14.98

14.98

14.98

14.55

14.55

14.55

16.76

16.76

16.76

-24.38

-24.38

-24.38

-

-

-

-

-

-

-

-

-

35.61

35.61

Margin Analysis

Total Revenue

-
-
-
-
-

US$ 4289.73

-
-

US$ 3955.75

-
-

US$ 3625.80

-
-

US$ 3283.09

-
-

US$ 3032.13

-
-

US$ 2880.98

-
-

US$ 2907.04

-
-

US$ 2817.06

-
-

US$ 2908.22

-
-

US$ 2922.07

-
-

US$ 2814.65

-
-

US$ 2793.10

-
-

US$ 2509.47

-
-

US$ 2164.26

-
-

Profitability

Return on Equity

113.35 %

113.35 %

113.35 %

113.35 %

70.92 %

70.92 %

70.92 %

44.94 %

44.94 %

44.94 %

22.58 %

22.58 %

22.58 %

7.05 %

7.05 %

1.17 %

1.17 %

1.17 %

-4.20 %

-4.20 %

-4.20 %

-9.55 %

-9.55 %

-9.55 %

-4.17 %

-4.17 %

-4.17 %

-5.41 %

-5.41 %

-5.41 %

-7.37 %

-7.37 %

-7.37 %

3.57 %

3.57 %

3.57 %

-

-

-

-

-

-

-

-

-

-

-

Return on Assets

18.38 %

18.38 %

18.38 %

18.38 %

13.81 %

13.81 %

13.81 %

10.37 %

10.37 %

10.37 %

7.24 %

7.24 %

7.24 %

4.21 %

4.21 %

2.53 %

2.53 %

2.53 %

1.61 %

1.61 %

1.61 %

-0.20 %

-0.20 %

-0.20 %

0.69 %

0.69 %

0.69 %

0.59 %

0.59 %

0.59 %

0.58 %

0.58 %

0.58 %

2.50 %

2.50 %

2.50 %

-

-

-

-

-

-

-

-

-

1.08 %

1.08 %

Return on Capital

21.99 %

21.99 %

21.99 %

21.99 %

16.28 %

16.28 %

16.28 %

12.26 %

12.26 %

12.26 %

8.23 %

8.23 %

8.23 %

4.81 %

4.81 %

2.89 %

2.89 %

2.89 %

1.85 %

1.85 %

1.85 %

-0.23 %

-0.23 %

-0.23 %

0.79 %

0.79 %

0.79 %

0.68 %

0.68 %

0.68 %

0.69 %

0.69 %

0.69 %

2.95 %

2.95 %

2.95 %

-

-

-

-

-

-

-

-

-

1.44 %

1.44 %

Dividends

Dividend/Market Cap

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

Buyback Yield/Market Cap

-

0.06 %

0.06 %

0.06 %

3.90 %

3.90 %

3.90 %

5.43 %

5.43 %

9.73 %

11.27 %

12.48 %

9.14 %

9.66 %

9.66 %

9.66 %

6.15 %

6.15 %

6.15 %

7.97 %

7.97 %

3.59 %

1.98 %

-0.15 %

-0.35 %

0.68 %

0.68 %

0.68 %

0.47 %

0.47 %

0.47 %

-3.67 %

-3.67 %

-3.67 %

-5.82 %

-4.99 %

-4.79 %

-4.54 %

-4.54 %

-4.54 %

-4.02 %

-4.02 %

-4.02 %

-1.88 %

-1.88 %

-1.88 %

-

Dividend/TEV

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

Buyback/TEV

-

0.06 %

0.06 %

0.06 %

3.70 %

3.64 %

3.55 %

4.84 %

4.88 %

8.72 %

10.04 %

11.10 %

8.03 %

8.00 %

7.96 %

7.87 %

5.18 %

5.25 %

5.31 %

6.73 %

6.51 %

2.94 %

1.46 %

-0.11 %

-0.24 %

0.45 %

0.42 %

0.47 %

0.34 %

0.35 %

0.37 %

-3.22 %

-3.20 %

-3.24 %

-5.16 %

-4.58 %

-4.42 %

-4.40 %

-4.45 %

-4.44 %

-3.95 %

-3.93 %

-3.92 %

-1.73 %

-1.76 %

-1.75 %

-

Free Cash Flow Yield/Market Cap

-

1.31 %

1.50 %

1.44 %

2.88 %

3.73 %

4.08 %

5.00 %

4.63 %

3.99 %

4.60 %

4.69 %

4.82 %

7.12 %

7.35 %

6.61 %

6.56 %

5.99 %

5.20 %

7.15 %

8.73 %

4.48 %

6.47 %

6.89 %

-18.87 %

-20.31 %

-24.49 %

-19.94 %

-16.99 %

-14.78 %

-13.79 %

-9.37 %

-9.67 %

-13.80 %

-13.76 %

-9.61 %

-3.92 %

-3.54 %

-2.42 %

-2.77 %

-2.59 %

-3.51 %

-3.39 %

-3.96 %

-3.24 %

-1.49 %

-1.95 %

Free Cash Flow Yield/TEV

-

1.28 %

1.46 %

1.40 %

2.73 %

3.49 %

3.72 %

4.46 %

4.16 %

3.58 %

4.10 %

4.17 %

4.23 %

5.90 %

6.06 %

5.39 %

5.53 %

5.11 %

4.49 %

6.04 %

7.12 %

3.67 %

4.76 %

4.98 %

-13.04 %

-13.57 %

-15.33 %

-13.87 %

-12.38 %

-11.16 %

-10.98 %

-8.21 %

-8.44 %

-12.20 %

-12.20 %

-8.82 %

-3.62 %

-3.43 %

-2.37 %

-2.71 %

-2.54 %

-3.43 %

-3.31 %

-3.66 %

-3.03 %

-1.40 %

-1.79 %

Growth

Total Revenue

US$ 41.48

US$ 41.48

US$ 41.48

US$ 41.48

US$ 37.31

US$ 37.31

US$ 37.31

US$ 24.72

US$ 24.72

US$ 24.72

US$ 16.54

US$ 16.54

US$ 16.54

US$ 4.26

US$ 4.26

US$ -1.41

US$ -1.41

US$ -1.41

US$ 3.28

US$ 3.28

US$ 3.28

US$ 0.86

US$ 0.86

US$ 0.86

US$ 15.89

US$ 15.89

US$ 15.89

US$ 35.01

US$ 35.01

US$ 35.01

US$ 56.82

US$ 56.82

US$ 56.82

US$ 92.48

US$ 92.48

US$ 92.48

-
-
-
-
-
-
-
-
-

US$ 45.97

US$ 45.97

Gross Profit

68.86 %

68.86 %

68.86 %

68.86 %

68.06 %

68.06 %

68.06 %

51.69 %

51.69 %

51.69 %

42.47 %

42.47 %

42.47 %

6.88 %

6.88 %

-6.99 %

-6.99 %

-6.99 %

-5.49 %

-5.49 %

-5.49 %

-13.52 %

-13.52 %

-13.52 %

10.57 %

10.57 %

10.57 %

36.19 %

36.19 %

36.19 %

61.80 %

61.80 %

61.80 %

101.56 %

101.56 %

101.56 %

-

-

-

-

-

-

-

-

-

18.95 %

18.95 %

EBITDA

136.66 %

136.66 %

136.66 %

136.66 %

121.63 %

121.63 %

121.63 %

99.72 %

99.72 %

99.72 %

115.76 %

115.76 %

115.76 %

35.10 %

35.10 %

31.47 %

31.47 %

31.47 %

36.93 %

36.93 %

36.93 %

-11.74 %

-11.74 %

-11.74 %

19.74 %

19.74 %

19.74 %

33.47 %

33.47 %

33.47 %

57.15 %

57.15 %

57.15 %

110.57 %

110.57 %

110.57 %

-

-

-

-

-

-

-

-

-

-2.44 %

-2.44 %

Earnings from Cont. Ops.

998.27 %

998.27 %

998.27 %

998.27 %

4037.40 %

4037.40 %

4037.40 %

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

Net Income

998.27 %

998.27 %

998.27 %

998.27 %

4014.96 %

4014.96 %

4014.96 %

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

Unlevered Free Cash Flow

67.24 %

67.24 %

67.24 %

67.24 %

57.98 %

57.98 %

57.98 %

49.48 %

49.48 %

49.48 %

-22.60 %

-22.60 %

-22.60 %

124.84 %

124.84 %

105.43 %

105.43 %

105.43 %

69.87 %

69.87 %

69.87 %

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

92.45 %

92.45 %

Dividend per Share

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

Balance Sheet

  • 1y
  • 2y
  • 5y
  • ALL


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