APP Leaps 37% In One Month: Does It Lead the Pack?
Here is how AppLovin (APP) stacks up against its peers in size, valuation, growth and margin.
- APP has the highest operating margin among peers at 55.6%.
- APP’s revenue growth of 48.2% in the last 12 months is strong, outpacing DV, TTD, OMC, IPG.
- APP gained 426.9% in the past year and trades at a PE of 82.7, outperforming its peers.
As a quick background, AppLovin provides a software platform for mobile app developers to improve app marketing and monetization, featuring AppDiscovery, which matches advertiser demand with publisher supply through auctions.
| APP | DV | TTD | OMC | IPG | |
|---|---|---|---|---|---|
| Market Cap ($ Bil) | 200.8 | 2.1 | 22.3 | 15.0 | 9.7 |
| Revenue ($ Bil) | 5.3 | 0.7 | 2.7 | 15.9 | 10.3 |
| PE Ratio | 82.7 | 40.2 | 53.6 | 10.9 | 21.9 |
| LTM Revenue Growth | 48.2% | 16.5% | 23.2% | 5.2% | -5.2% |
| LTM Operating Margin | 55.6% | 11.9% | 17.7% | 13.9% | 14.0% |
| LTM FCF Margin | 53.7% | 21.0% | 27.8% | 11.1% | 8.1% |
| 12M Market Return | 426.9% | -25.3% | -57.1% | -19.8% | -10.5% |
Why does this matter? APP just went up 36.9% in a month – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell APP Stock to see if AppLovin holds up as a quality investment. Furthermore, there is always a risk of fall after a strong rally – see how the stock has dipped and recovered in the past through APP Dip Buyer Analysis lens.
While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.
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Revenue Growth Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| APP | 48.2% | 43.4% | 16.5% | 0.9% |
| DV | 16.5% | 14.7% | 26.6% | 36.0% |
| TTD | 23.2% | 25.6% | 23.3% | 31.9% |
| OMC | 5.2% | 6.8% | 2.8% | -0.0% |
| IPG | -5.2% | -1.8% | -0.4% | 6.7% |
Operating Margin Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| APP | 55.6% | 39.8% | 19.7% | -1.7% |
| DV | 11.9% | 12.5% | 15.0% | 13.0% |
| TTD | 17.7% | 17.5% | 10.3% | 7.2% |
| OMC | 13.9% | 14.5% | 14.3% | 14.6% |
| IPG | 14.0% | 13.4% | 13.6% | 13.6% |
PE Ratio Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| APP | 82.7 | 69.1 | 39.3 | -20.3 |
| DV | 40.2 | 58.3 | 86.4 | 83.2 |
| TTD | 53.6 | 146.8 | 196.8 | 408.9 |
| OMC | 10.9 | 11.4 | 12.4 | 12.7 |
| IPG | 21.9 | 15.2 | 11.4 | 13.9 |
The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.