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Company Analysis

Applovin Corporation APP

A comprehensive view of key metrics, scores, and financial health for Applovin Corporation

Overview of AppLovin Corporation

APP NMS
Technology Software - Application Large Cap
AppLovin Corporation (APP), is a Large Cap company, in the Software - Application industry, last closed at $458.67, about 79.4% overvalued vs fair value, +49.5% 1Y return, placing in the top 25% of its sector.
$458.67
2.08%
As of March 13, 2026
Previous close • Vol 90d: 87.5%
52-Week Range
Market Cap
$155.01B
Enterprise Value
$156.07B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.applovin.com
HQ Palo Alto, CA
Employees 876
Fiscal year Dec 31

Next Events

Earnings May 6 Estimated

Fair Value Snapshot

Bear Base Bull
$88
$94
$102
Current: $458.67 -79% vs base

Engine Room Money Flow™

Large Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$5.5B
16.4%%
Gross Profit
$4.8B
35.9%%
Operating Income
$4.2B
121.6%%
Net Income
$3.3B
111%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
62.8%
Fair

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$2.2B
104.8% of FCF

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
1
Active Leaks
0/1
Improving
1
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Applovin Corporation's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
79
/100
Strong
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
70
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 93% Coverage
Trade-Off Triangle Visualization A ternary plot showing APP's balance between Growth (30.8%), Profitability (39.2%), and Safety (30.0%). Growth 31% Safety 30% Profitability 39%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

74th percentile vs peers
75
Key Signals
Rev Growth YoY 16.4% 68p Revenue CAGR 3Y 24.8% 75p EPS Growth YoY 1.15 85p
Strengths
  • Eps Growth Yoy in top 20% of peers (1.15, 85th percentile)
  • Gross Profit Margin in top 20% of peers (87.9%, 92th percentile)
  • Operating Margin in top 20% of peers (75.8%, 99th percentile)
  • Fcf Margin in top 20% of peers (71.9%, 98th percentile)
Risks

No significant risks identified for this axis.

Profitability

94th percentile vs peers
95
Key Signals
Strengths
Risks
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Safety

72th percentile vs peers
73
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Applovin Corporation.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$94.27
- - -
-79.4% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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