-0.23%
12.87%
115.78%
374.07%
788.67%
467.39%
460.60%
AI Spotlight on APP
Company Description
AppLovin Corporation engages in building a software-based platform for mobile app developers to enhance the marketing and monetization of their apps in the United States and internationally.The company's software solutions include AppDiscovery, a marketing software solution, which matches advertiser demand with publisher supply through auctions; Adjust, an analytics platform that helps marketers grow their mobile apps with solutions for measuring, optimizing campaigns, and protecting user data; and MAX, an in-app bidding software that optimizes the value of an app's advertising inventory by running a real-time competitive auction.Its business clients include various advertisers, publishers, internet platforms, and others.
The company was incorporated in 2011 and is headquartered in Palo Alto, California.
Market Data
| Last Price | 365.51 |
| Change Percentage | -0.23% |
| Open | 377.99 |
| Previous Close | 366.34 |
| Market Cap ( Millions) | 122662 |
| Volume | 3653256 |
| Year High | 417.63 |
| Year Low | 40.71 |
| M A 50 | 336.99 |
| M A 200 | 162.08 |
Financial Ratios
| FCF Yield | 1.43% |
| Dividend Yield | 0.00% |
| ROE | 122.33% |
| Debt / Equity | 374.12% |
| Net Debt / EBIDTA | 148.36% |
| Price To Book | 131.26 |
| Price Earnings Ratio | 106.83 |
| Price To FCF | 70.16 |
| Price To sales | 28.59 |
| EV / EBITDA | 63.33 |
News
- Jan -29 - Why the Market Dipped But AppLovin (APP) Gained Today
- Jan -29 - This App Ad Stock Could Soar After Earnings
- Jan -29 - 1/ST LAUNCHES FULL SUITE VENUE APP, INCLUDING AN INTEGRATED WAGERING EXPERIENCE FOR HORSE RACING FANS AT GULFSTREAM PARK, DEVELOPED WITH EVERI
- Jan -27 - Here's Why These Relative Price Strength Stocks Are Must Buys
- Jan -25 - Investing $11,000 Into Each of These 3 Growth Stocks in 2023 Would Have Generated Over $1 Million in Profit Today
- Jan -24 - Lovin' That App: Can This Momentum Stock Continue Higher After 712% Run?
- Jan -23 - AppLovin stock price forecast 2025 and Wyckoff Method analysis
- Jan -21 - AppLovin (APP) Stock Slides as Market Rises: Facts to Know Before You Trade
- Jan -21 - How to Find the Best Top-Ranked Stocks to Buy Now
- Jan -20 - 4 Artificial Intelligence (AI) Stock Splits That Could Happen in 2025
- Jan -18 - 4 Breakout Growth Stocks You Can Buy and Hold for the Next Decade
- Jan -17 - Top 7 stocks that could benefit from TikTok US shutdown
- Jan -16 - AppLovin: High Volatility Into Earnings, Margins In Focus, A Deserved Valuation
- Jan -15 - AppLovin's Ad Dominance Is Here To Stay
- Jan -15 - Final Trades: QXO, Stanley Black & Decker, Healthcare and Applovin
- Jan -15 - AppLovin: What It Actually Does, And Why It's A Great Business
- Jan -13 - AppLovin (APP) Stock Slides as Market Rises: Facts to Know Before You Trade
- Jan -13 - 3 Brilliant Growth Stocks to Buy Now and Hold for the Long Term
- Jan -10 - Here's Why AppLovin Stock Was Up 713% in 2024
- Jan -09 - AppLovin (APP) is an Incredible Growth Stock: 3 Reasons Why
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Software Platform
Expected Growth : 4.5 %
What the company do ?
AppLovin's software platform is a mobile app development engine that provides tools and services for building, growing, and monetizing mobile apps.
Why we expect these perspectives ?
AppLovin's software platform growth is driven by increasing demand for mobile app monetization, expansion into emerging markets, and strategic partnerships. The company's AI-powered ad platform and robust analytics capabilities also contribute to its growth. Additionally, the rise of in-app purchases and mobile gaming fuels demand for AppLovin's solutions, resulting in a 4.5 growth rate.
Segment n°2 -> Apps
Expected Growth : 5.0 %
What the company do ?
AppLovin Corporation develops and publishes mobile apps, including Puzzle Juice, a popular puzzle game, and other casual games, offering a range of entertainment options for mobile users.
Why we expect these perspectives ?
AppLovin Corporation's 5.0 growth is driven by increasing mobile gaming demand, successful app portfolio diversification, and strategic acquisitions. Additionally, the company's robust monetization platform, Lion Studio, and its focus on emerging markets, such as India and Southeast Asia, contribute to its rapid expansion.
Applovin Corporation Products
| Product Range | What is it ? |
|---|---|
| AppDiscovery | A mobile app discovery platform that helps developers reach their target audience and increase app visibility. |
| MAX | A mobile app monetization platform that helps developers maximize their ad revenue through in-app advertising. |
| Lion Studios | A mobile game development studio that creates engaging and interactive mobile games. |
| AppLovin Exchange | A mobile in-app bidding exchange that connects buyers and sellers in a transparent and efficient marketplace. |
AppLovin Corporation's Porter Forces
Threat Of Substitutes
AppLovin Corporation operates in a highly competitive industry, and there are many substitutes available to customers. However, the company's strong brand recognition and high-quality products help to mitigate the threat of substitutes.
Bargaining Power Of Customers
AppLovin Corporation's customers have limited bargaining power due to the company's strong market position and the lack of alternative suppliers. This gives the company an upper hand in negotiations.
Bargaining Power Of Suppliers
AppLovin Corporation relies on a few key suppliers for its operations, which gives them some bargaining power. However, the company's strong relationships with its suppliers and its ability to negotiate favorable terms help to mitigate this threat.
Threat Of New Entrants
The mobile app industry is highly competitive, and new entrants can easily enter the market. AppLovin Corporation needs to continuously innovate and improve its products to stay ahead of the competition.
Intensity Of Rivalry
The mobile app industry is highly competitive, and AppLovin Corporation faces intense rivalry from established players and new entrants. The company needs to focus on differentiating its products and services to gain a competitive advantage.
Strength
Weaknesses
Opportunities
Threats
Capital Structure
| Value | |
|---|---|
| Debt Weight | 71.52% |
| Debt Cost | 8.66% |
| Equity Weight | 28.48% |
| Equity Cost | 13.21% |
| WACC | 9.96% |
| Leverage | 251.06% |
AppLovin Corporation : Quality Control
AppLovin Corporation passed 7 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| CDNS | Cadence Design Systems, Inc. provides software, hardware, services, and reusable integrated circuit (IC) design blocks worldwide. The company offers functional verification services, including emulation and prototyping hardware. Its functional verification … |
| CRM | Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their … |
| UBER | Uber Technologies, Inc. develops and operates proprietary technology applications in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific. It connects consumers with independent … |
| WDAY | Workday, Inc. provides enterprise cloud applications in the United States and internationally. The company's applications help its customers to plan, execute, analyze, and extend to other applications and environments, and … |
| NOW | ServiceNow, Inc. provides enterprise cloud computing solutions that defines, structures, consolidates, manages, and automates services for enterprises worldwide. It operates the Now platform for workflow automation, artificial intelligence, machine learning, … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Uber
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