AppLovin (APP) Competitors

$75.07
+2.60 (+3.59%)
(As of 05/3/2024 ET)

APP vs. FDS, RKT, VLTO, BR, SYM, KSPI, CPAY, EFX, GPN, and BAH

Should you be buying AppLovin stock or one of its competitors? The main competitors of AppLovin include FactSet Research Systems (FDS), Rocket Companies (RKT), Veralto (VLTO), Broadridge Financial Solutions (BR), Symbotic (SYM), Joint Stock Company Kaspi.kz (KSPI), Corpay (CPAY), Equifax (EFX), Global Payments (GPN), and Booz Allen Hamilton (BAH). These companies are all part of the "business services" sector.

AppLovin vs.

FactSet Research Systems (NYSE:FDS) and AppLovin (NASDAQ:APP) are both large-cap business services companies, but which is the superior business? We will contrast the two businesses based on the strength of their profitability, risk, earnings, dividends, valuation, analyst recommendations, community ranking, institutional ownership and media sentiment.

91.2% of FactSet Research Systems shares are owned by institutional investors. Comparatively, 41.9% of AppLovin shares are owned by institutional investors. 1.0% of FactSet Research Systems shares are owned by company insiders. Comparatively, 12.4% of AppLovin shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

FactSet Research Systems presently has a consensus price target of $442.70, indicating a potential upside of 3.37%. AppLovin has a consensus price target of $63.60, indicating a potential downside of 15.28%. Given AppLovin's higher possible upside, equities research analysts clearly believe FactSet Research Systems is more favorable than AppLovin.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
FactSet Research Systems
3 Sell rating(s)
8 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.73
AppLovin
1 Sell rating(s)
4 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.65

FactSet Research Systems has higher earnings, but lower revenue than AppLovin. FactSet Research Systems is trading at a lower price-to-earnings ratio than AppLovin, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
FactSet Research Systems$2.09B7.83$468.17M$12.6333.91
AppLovin$2.63B9.74$356.71M$1.0075.07

FactSet Research Systems received 232 more outperform votes than AppLovin when rated by MarketBeat users. However, 47.02% of users gave AppLovin an outperform vote while only 42.98% of users gave FactSet Research Systems an outperform vote.

CompanyUnderperformOutperform
FactSet Research SystemsOutperform Votes
303
42.98%
Underperform Votes
402
57.02%
AppLovinOutperform Votes
71
47.02%
Underperform Votes
80
52.98%

FactSet Research Systems has a beta of 0.73, suggesting that its stock price is 27% less volatile than the S&P 500. Comparatively, AppLovin has a beta of 1.85, suggesting that its stock price is 85% more volatile than the S&P 500.

In the previous week, FactSet Research Systems had 9 more articles in the media than AppLovin. MarketBeat recorded 22 mentions for FactSet Research Systems and 13 mentions for AppLovin. FactSet Research Systems' average media sentiment score of 0.86 beat AppLovin's score of 0.82 indicating that AppLovin is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
FactSet Research Systems
13 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
AppLovin
6 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

FactSet Research Systems has a net margin of 22.72% compared to FactSet Research Systems' net margin of 10.84%. AppLovin's return on equity of 34.36% beat FactSet Research Systems' return on equity.

Company Net Margins Return on Equity Return on Assets
FactSet Research Systems22.72% 34.36% 14.67%
AppLovin 10.84%24.69%6.54%

Summary

FactSet Research Systems and AppLovin tied by winning 9 of the 18 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding APP and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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APP vs. The Competition

MetricAppLovinComputer & Data IndustryBusiness SectorNASDAQ Exchange
Market Cap$25.67B$72.15B$6.68B$7.72B
Dividend YieldN/A0.69%2.67%3.96%
P/E Ratio75.07129.1519.2219.09
Price / Sales9.7447.371,006.2888.31
Price / Cash29.9029.2428.0336.12
Price / Book20.294.094.654.36
Net Income$356.71M$2.47B$117.69M$214.85M
7 Day Performance1.69%2.74%3.69%2.26%
1 Month Performance0.37%1.15%-3.00%-2.35%
1 Year Performance337.47%16.71%9.04%9.00%

AppLovin Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FDS
FactSet Research Systems
4.5276 of 5 stars
$419.57
+0.6%
$442.70
+5.5%
+8.4%$15.99B$2.15B33.2212,237Dividend Increase
Insider Selling
News Coverage
RKT
Rocket Companies
2.7428 of 5 stars
$12.36
+0.7%
$10.02
-18.9%
+52.9%$24.54B$3.80B-77.2514,700Analyst Report
News Coverage
Gap Up
VLTO
Veralto
2.2712 of 5 stars
$94.38
+0.7%
$95.18
+0.8%
N/A$23.30B$5.02B0.0016,000Positive News
BR
Broadridge Financial Solutions
4.4873 of 5 stars
$193.43
+0.0%
$206.67
+6.8%
+29.9%$22.78B$6.06B33.7014,700Upcoming Earnings
Analyst Upgrade
News Coverage
SYM
Symbotic
2.9273 of 5 stars
$38.42
-0.4%
$54.00
+40.6%
+55.1%$22.17B$1.18B-142.301,300Upcoming Earnings
Insider Selling
News Coverage
Gap Up
KSPI
Joint Stock Company Kaspi.kz
0.7021 of 5 stars
$115.46
-2.0%
$147.67
+27.9%
N/A$21.90B$4.21B0.007,802
CPAY
Corpay
2.0284 of 5 stars
$296.49
-1.9%
$360.25
+21.5%
N/A$21.41B$3.76B22.4610,500Upcoming Earnings
EFX
Equifax
4.8835 of 5 stars
$220.67
+0.2%
$270.19
+22.4%
+15.1%$27.28B$5.27B49.1514,900Dividend Announcement
Insider Selling
Gap Up
GPN
Global Payments
4.9655 of 5 stars
$109.06
-11.2%
$151.92
+39.3%
+9.7%$27.82B$9.65B28.8527,000Dividend Announcement
Analyst Report
News Coverage
High Trading Volume
BAH
Booz Allen Hamilton
4.311 of 5 stars
$147.44
-0.2%
$145.11
-1.6%
+59.9%$19.13B$9.26B47.5631,900News Coverage

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This page (NASDAQ:APP) was last updated on 5/5/2024 by MarketBeat.com Staff

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