Applovin Corp. (APP)$481.68
Market Cap: 102.13 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for Applovin Corp. (APP).
TECHNOLOGY
SOFTWARE - APPLICATION
DCF ready
Valuation
26.0x
EV/FCF, 3.8% FCF yield
Quality
59.0%
ROIC, 72.5% FCF margin
Growth
30.4%
5Y sales (revenue) CAGR
Balance sheet
1.6x
Debt/equity, 3.3x current ratio
Superinvestors
4
Top: Pat Dorsey (10.0%)
Strengths to research
- Revenue compounded at 30.4% over five years.
- Free cash flow compounded at 78.4% over five years.
- Return on equity is strong at 156.2%.
- Free cash flow margin is healthy at 72.5%.
Watchouts
- P/E is elevated at 49.4x.
Annual data: 7 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for APP.
Grade B
74
/ 100
Peer Comparison
Target stock against 8 market-cap comparable peers.
Heat map: red worst to green best
| APP Target | Applovin Corp. | $102.1B | 49.4x | 26.0x | 59.0% | 30.4% | 72.5% | N/A | 0.2x | N/A |
| MSTR | MicroStrategy Inc. | $105.7B | -10.5x | -1478.6x | -7.4% | -0.1% | -15.8% | 68.7% | N/A | N/A |
| CDNS | Cadence Design Systems | $84.7B | 92.0x | 51.5x | 20.3% | 14.6% | 30.0% | N/A | -1.7x | N/A |
| ADP | Automatic Data Processing Inc. | $123.4B | 22.6x | 24.3x | 65.9% | 7.1% | 24.0% | N/A | N/A | N/A |
| SHOP | Shopify Inc. | $127.0B | 109.6x | 62.5x | 9.1% | 31.6% | 17.4% | 48.1% | -1.0x | N/A |
| CNSWF | Constellation Software Inc. | $76.6B | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| ADBE | Adobe Inc. | $162.4B | 14.7x | 16.6x | 40.0% | 13.1% | 41.4% | 89.3% | 0.1x | N/A |
| ROP | Roper Technologies Inc. | $61.4B | 23.0x | 27.7x | 5.3% | 14.5% | 32.1% | 69.2% | 2.9x | N/A |
| ADSK | Autodesk Inc. | $59.7B | 46.1x | 24.9x | 20.3% | 13.7% | 33.4% | 91.0% | 0.2x | N/A |
Financial Charts
No financial data available for APP (annual).
4 superinvestors own APP
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Stephen Mandel Lone Pine Capital | 1,464,923 | $583M | 4.65% | 0.0% |
| Chase Coleman Tiger Global Management | 1,000,000 | $398M | 1.74% | 0.0% |
| Christopher Davis Davis Advisors | 335,810 | $134M | 0.61% | 0.0% |
| Pat Dorsey Dorsey Asset Management | 316,952 | $126M | 10.04% | 0.0% |