Stock AnalizAppLovin Corp APP
Computer Software: Programming Data Processing · IPO 2021 · data as of November 13, 2026
AppLovin Corp (APP) is a technology company listed in the US with a market value of about $135.5B. In the twelve months to September 30, 2026 it had revenue of $7.6B and net income of $5.0B, a net margin of 65.9%.
Its overall Stock Analiz score is 2.6 out of 5 (average). The strongest part is future growth (4/5); the weakest is value (0/5).
Key numbers: a P/E of 27.5, a price to free cash flow of 27.8, 5-year revenue growth of 30% a year, a 5-year average ROIC of 24%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 24% below the current price.
Score: 2.6 / 5
Checks passed
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- Profit margin improving
- Strong R&D investment or growth above 20%
- 5-year revenue growth above 8% a year
- 5-year average ROIC above 12%
- ROE above 15%
- Positive free cash flow
Checks not passed
- P/E below 25
- P/E below the industry median
- P/FCF below 20
- Price below intrinsic value (DCF, moderate assumptions)
- PEG below 1.5
- 3-year free cash flow growth above 10% a year
- 5-year EPS growth above 10% a year
- Profitable 5 years in a row
Valuation
Growth and quality
Financials, last 7 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $7.6B | $5.5B | $3.2B | $1.8B | $2.8B | $2.8B | $1.5B | $994M |
| Net income | $5.0B | $3.3B | $1.6B | $357M | -$193M | $35M | -$125M | $119M |
| Free cash flow | $4.9B | — | $2.1B | $1.1B | $412M | $360M | $220M | $195M |
| EPS (diluted) | $14.86 | $9.75 | $4.53 | $0.98 | $-0.52 | $0.09 | $-0.58 | $0.36 |
| Net margin | 65.9% | 60.8% | 49.0% | 19.4% | -6.8% | 1.3% | -8.6% | 12.0% |
| ROIC | — | 63.5% | 40.6% | 15.9% | -0.9% | 2.1% | -3.8% | — |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 30 analysts is $449.61, 10% above the current price; targets range from $345.00 to $600.00; the consensus rating is “Buy”; expected EPS is $16.24 for the fiscal year ending December 31, 2026.
Frequently asked questions
What is AppLovin’s P/E ratio?
About 27.5, based on the last twelve months of diluted earnings per share (forward P/E about 20.7).
Is AppLovin stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 24% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does AppLovin pay a dividend?
Not currently.
Is AppLovin a good stock to buy?
We do not give buy or sell advice. AppLovin scores 2.6 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
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Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.