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AppLovin Corp Ordinary Shares - Class A APP

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AppLovin Is Well Positioned to Continue Taking Share in the Digital Advertising Market

Matthew Dolgin

AppLovin is a vertically integrated advertising tech company that acts as a demand-side platform for advertisers, a supply-side platform for publishers, and an exchange that facilitates transactions between the two. The firm initially focused on mobile game advertising and monetization, but soon identified a broader need for enhanced customer acquisition and optimization tools across content types. AppLovin provides advertisers access to 1.6 billion daily active users. The company is growing rapidly and has a strong margin profile.

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Price vs Fair Value

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APP is trading at a LOCK|Lyf#< premium.
Price
$228.50
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

Axon 2 is an innovative and complex ad optimizer that has driven robust growth within AppLovin's profitable ad tech business segment.

Bears

Axon 2 may face a saturation threshold, where performance deteriorates as more advertisers compete for the same inventory.

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Trading Information

Previous Close Price
—
Day Range
—–—
52-Week Range
—–—
Bid/Ask
— / —
Shares Outstanding
334.65M
Market Cap
—
Volume/Avg
— / —

Key Statistics

Price/Earnings (Normalized)
17.35
Price/Sales
11.35
Dividend Yield (Trailing)
0.00%
Dividend Yield (Forward)
0.00%
Dividend Payment Schedule
—
Total Yield
3.21%

Company Profile

AppLovin is a vertically integrated advertising technology company that serves as a demand-side platform for advertisers, a supply-side platform for publishers, and an exchange that facilitates transactions between the two. About 80% of AppLovin’s revenue comes from the DSP, AppDiscovery, while the remainder comes from the SSP, Max. AppLovin’s primary tool for future growth is Axon 2, an ad optimizer within the DSP that lets advertisers place ads based on specified return thresholds.
Sector
Communication Services
Industry
Advertising Agencies
Stock Style Box
Mid Growth
Total Number of Employees
898
Website
https://www.applovin.com

Competitors

Valuation

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Metric
APP
GOOGL
META
Price/Earnings (Normalized)
 17.35141.4423.29
Price/Book Value
 24.225.225.77
Price/Sales
 11.357.316.53
Price/Cash Flow
 16.1016.7611.95
Price/Earnings
APP
GOOGL
META

Financial Strength

Metric
APP
GOOGL
META
Quick Ratio
 4.172.511.67
Current Ratio
 4.302.791.90
Interest Coverage
 26.4292.6328.25
Quick Ratio
APP
GOOGL
META

Profitability

Metric
APP
GOOGL
META
Return on Assets (Normalized)
 62.04%20.58%25.49%
Return on Equity (Normalized)
 214.03%30.20%42.75%
Return on Invested Capital (Normalized)
 82.14%25.12%30.92%
Return on Assets
APP
GOOGL
META

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