Obermatt

AppLovin

NSQ:APP · US03831W1080
SoftwareLarge

360

84
Profit price26
Owner Earnings Yield47
Dividend Yield1
Price/Sales3
EV / Gross Profit17
Price/Book1
Return on Capital99
Return on Equity100
EBIT Margin100
Gross Profitability85
Cash Conversion15
Accruals82
Sales growth100
Profit Growth94
Long-Term EPS Growth98
Reinvestment100
Price momentum89
Debt load26
Debt serviceability77
Liquidity84
Analyst ratings82
Opinion Changes79
Price Target Upside48
Market mood81
Value Creation17/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

AppLovin generates returns well above its cost of capital, the foundation of durable shareholder value.

Based on 3/5 components.

Profile

CountryUSA
IndustrySoftware
SizeLarge
TypePublic Company
ExchangeNASDAQGS
Founded2011
Employees501
ISINUS03831W1080
Last UpdateApr 2, 2026
Themes
Marketing AutomationDigital MediaAd ExchangeMachine LearningAd ServerApp MarketingAd NetworkVideo AdvertisingAd TargetingArtificial IntelligenceApp DiscoveryAdvertisingDeveloper ToolsMobileMobile Apps

Description

AppLovin Corporation (AppLovin) provides end-to-end artificial intelligence-powered (AI) advertising solutions for businesses to reach, monetize and grow their global audience. The company’s scaled business model is intricately linked to the advertis…

Analysis

Quality compounder

AppLovin Corporation earns the quality_compounder label: good underlying economics priced fairly, with no obvious bargain or excess. Worth noting: the cash the business generates has lagged behind what the income statement shows.

Valuation data is not available for this company.

Growth is solid; the safety picture is adequate. The company scores 17/20 on our value-creation score: strong value creator.

Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
91
2023202420252026

All-time high

94

Oct 2023

All-time low

33

Jan 2023

Average rank

68

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
3
3
59
38
Price/Earnings
14
11
61
19
Price/Book
1
3
24
22
Dividend Yield
1
1
1
1
Value (overall)
1
1
37
32

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →