SuperworthAppLovin Corporation APP
Software - Application, Technology
$281.29
+0.90%
- Market cap
- $94.1B
- PE
- 21.6×
- 10y median 67.8×
- Forward PE
- Price to sales
- 13.8×
- EV/EBIT
- 17.9×
- Revenue, 12 months
- $6.8B
- +48% on a year ago
- Net margin
- 64.6%
- Free cash flow yield
- 4.8%
AppLovin trades at 21.6× trailing earnings, cheaper than 100% of the last ten years. Revenue was $6.8B over the last twelve months, up 48% on a year earlier with a 65% net margin.
Charts
Financials
| Income statement | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| — | $1.1B | $711M | $835.2M | $1.4B | $1.2B+10% | $1.3B+77% | $1.4B+68% | $1.7B+21% | $1.8B+59% | $1.9B+53% | |
| Cost of revenue | — | $294.1M | $121.8M | $120.9M | $320.5M | $151.7M−48% | $155.1M+27% | $174.9M+45% | $183.5M−43% | $203.6M+34% | $225.8M+46% |
| Gross profit | — | $764M | $589.3M | $714.3M | $846.1M | $1B+32% | $1.1B+87% | $1.2B+72% | $1.5B+74% | $1.6B+63% | $1.7B+54% |
| R&D | −$107.8M | $155.3M | $99.1M | $80.8M | $169.5M | $56.4M−64% | $44M−56% | $43.9M−46% | $82.2M−52% | $94.1M+67% | $99.9M+127% |
| SG&A | $259.3M | $269.1M | $105.7M | $99.2M | $274.9M+6% | $110.9M−59% | $102M−4% | $107.3M+8% | $117M−58% | $104.8M−6% | $103.7M+2% |
| $393.7M | $339.6M | $384.4M | $534.3M | $608M+54% | $840M+147% | $957.7M+149% | $1.1B+102% | $1.3B+110% | $1.4B+71% | $1.5B+56% | |
| Interest expense | $67.2M | $74.2M | $74.4M | $74.9M | $94.2M+40% | $52.9M−29% | $51.4M−31% | $51.4M−31% | $51.3M−46% | $51.2M−3% | $51.2M−1% |
| Pre-tax income | $299.9M | $267.9M | $317.9M | $467.7M | $515.1M+72% | $794.6M+197% | $884M+178% | $1B+118% | $1.3B+143% | $1.4B+80% | $1.5B+70% |
| $26.6M | $31.8M | $16.9M | $34.7M | −$61.4M | $71.1M+124% | $112.1M+564% | $185.4M+435% | $151.1M | $225.8M+218% | $239M+113% | |
| Net income | $172.2M | $236.2M | $310M | $434.4M | $599.2M+248% | $576.4M+144% | $819.5M+164% | $835.5M+92% | $1.1B+84% | $1.2B+109% | $1.3B+55% |
| $0.49 | $0.67 | $0.89 | $1.25 | $1.73+253% | $1.67+149% | $2.39+169% | $2.45+96% | $3.24+87% | $3.56+113% | $3.76+57% | |
| 347.5M | 348.6M | 348M | 348.2M | 346.4M−0% | 344.9M−1% | 342.2M−2% | 341M−2% | 339.9M−2% | 338.7M−2% | 337M−2% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Software - Application within ten times AppLovin's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| APPAppLovin Corporation | $94.1B | 21.6× | 67.8× | 13.8× | +48% | 64.6% | |
| ADBEAdobe Inc. | $90.6B | 13.0× | 48.5× | 3.5× | +12% | 28.0% | |
| CDNSCadence Design Systems, Inc. | $98.1B | 70.8× | 59.4× | 16.8× | +15% | 23.6% | |
| ADPAutomatic Data Processing, Inc. | $104.9B | 24.1× | 30.4× | 4.8× | +7% | 20.1% | |
| INTUIntuit Inc. | $79.4B | 18.0× | 49.3× | 3.7× | +14% | 21.3% | |
| UBERUber Technologies, Inc. | $139.8B | 15.0× | 17.7× | 2.5× | +17% | 17.3% | |
| NOWServiceNow, Inc. | $142.6B | 86.2× | 148× | 9.7× | +22% | 11.3% | |
| ADSKAutodesk, Inc. | $49.1B | 30.4× | 58.4× | 6.3× | +18% | 21.1% | |
| CRMSalesforce, Inc. | $184.8B | 20.5× | 121× | 4.2× | +11% | 22.0% | |
| VEEVVeeva Systems Inc. | $45.7B | 46.5× | 75.6× | 13.2× | +17% | 29.3% | |
| WDAYWorkday, Inc. | $44.4B | 37.4× | 73.1× | 4.4× | +13% | 12.3% | |
| Peer median | $94.3B | 27.3× | 58.9× | 4.6× | +14% | 21.2% |
About
- Industry
- Software - Application
- Sector
- Technology
Valuation data, not investment advice. Prices as of .