YOLFTbeta
Applovin Corp

Applovin Corp

APP · NASDAQ · Communication Services / Advertising Agencies

409.10USD+15.42 (+3.92%)

Price History

Full chart

Market Stats

Previous Close393.68
Open395.57
Day Range391.49 – 413.88
52-Week Range225.19 – 738.01
Volume3.42M
Market Cap119.63B
P/E (TTM)23.98
Forward P/E12.02
EPS14.85
Dividend Yield0.00%
Beta2.50
50-Day Avg290.82
200-Day Avg410.84

About

AppLovin Corporation provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally. It operates through two segments, Advertising and Apps. The company offers Axon Ads Manager, a suite of marketing solutions that enables developers to automate, optimize, and manage marketing efforts; MAX, an in-app bidding technology that optimizes the value of a publisher's advertising inventory by running a real-time competitive auction; Adjust, a measurement and analytics marketing platform; and Wurl, a connected TV platform, which distributes streaming video for content companies, provides advertising and publishing solutions. It serves individuals, small and independent businesses, enterprises, advertisers and advertising networks, mobile app publishers, and indie studio developers. The company was incorporated in 2011 and is headquartered in Palo Alto, California.

Company Details

  • SectorCommunication Services
  • IndustryAdvertising Agencies
  • CEOMr. Adam Arash Foroughi
  • Employees876
  • Headquarters1100 Page Mill Road, Palo Alto, CA, United States, 94304, USA
  • Websitehttps://www.applovin.com

Leadership

  • Mr. Adam Arash ForoughiCo-Founder, CEO & Director · b. 1981
  • Mr. Matthew A. StumpfChief Financial Officer · b. 1984
  • Ms. Victoria ValenzuelaConsultant & Director · b. 1974
  • Mr. Dmitriy DoroshVice President Controller & Principal Accounting Officer
  • Mr. Giovanni GeChief Technology Officer
  • Mr. David HsiaoHead of Investor Relations
  • Ms. Corina CacoveanChief Legal Officer

Financials

Income Statement

Currency: USD2018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Total Revenue483.36M994.10M1.45B2.79B2.82B1.84B3.22B5.48B
Growth (%)-+105.66%+45.97%+92.48%+0.86%-34.62%+75.05%+69.99%
Cost of Revenue53.76M241.27M555.58M988.10M1.26B356.61M520.61M665.14M
Gross Profit429.61M752.83M895.51M1.81B1.56B1.49B2.70B4.82B
Gross Margin88.88%75.73%61.71%64.62%55.41%80.64%83.85%87.86%
Operating Expense187.16M558.46M957.55M1.65B1.61B712.74M792.49M663.66M
Operating Income242.44M194.37M-62.04M150.02M-47.79M772.41M1.91B4.15B
Operating Margin50.16%19.55%-4.28%5.37%-1.70%41.94%59.27%75.75%
EBITDA247.74M293.00M197.12M580.54M513.77M1.26B2.38B4.35B
EBITDA Margin51.25%29.47%13.58%20.78%18.24%68.64%73.75%79.46%
Net Income-260.00M119.04M-125.19M35.45M-192.75M357.21M1.58B3.33B
Net Income Margin-53.79%11.97%-8.63%1.27%-6.84%19.40%49.00%60.83%
R&D16.27M44.97M180.65M366.40M507.61M333.78M374.71M226.51M
R&D as % of Total Revenue3.37%4.52%12.45%13.12%18.02%18.12%11.62%4.13%
Interest Expense073.95M77.87M103.17M171.86M273.51M317.21M207.02M
Interest Expense % of Total Revenue0.00%7.44%5.37%3.69%6.10%14.85%9.84%3.78%

Balance Sheet

Currency: USD2018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Total Assets536.86M1.20B2.15B6.16B5.85B5.36B5.87B7.26B
Total Liabilities915.21M1.46B2.31B4.03B3.95B4.10B4.78B5.12B
Total Equity-378.36M-256.57M-158.54M2.14B1.90B1.26B1.09B2.13B
Cash276.12M396.25M317.24M1.52B1.08B502.15M741.41M2.49B
Total Debt796.09M1.20B1.70B3.33B3.28B3.18B3.56B3.54B
Net Debt519.97M799.59M1.38B1.81B2.20B2.68B2.81B1.06B

Cash Flow

Currency: USD2018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Operating Cash Flow139.03M198.46M222.88M361.85M412.77M1.06B2.10B3.97B
Investing Cash Flow-67.17M-411.55M-679.89M-1.21B-1.37B-77.83M-106.75M402.81M
Financing Cash Flow1.64M333.16M377.86M3.11B-526.85M-1.56B-1.75B-2.59B
Capital Expenditure1.40M3.36M3.24M5.46M662.00K4.25M4.78M28.32M
Free Cash Flow137.63M195.10M219.64M356.39M412.11M1.06B2.09B3.94B
Dividends Paid-2.64M483.58M2.88M----
FCF to OCF98.99%98.31%98.55%98.49%99.84%99.60%99.77%99.29%
Dividend Paid to FCF-1.35%220.17%0.81%----

Earnings

Report DateMar 3, 2021May 12, 2021Aug 11, 2021Nov 10, 2021Feb 16, 2022May 11, 2022Aug 10, 2022Nov 9, 2022Feb 8, 2023May 10, 2023Aug 9, 2023Nov 8, 2023Feb 14, 2024May 8, 2024Aug 7, 2024Nov 6, 2024Feb 12, 2025May 7, 2025Aug 6, 2025Nov 5, 2025Feb 11, 2026May 6, 2026Aug 5, 2026Nov 4, 2026
EPS Estimate-0.050.110.050.100.370.440.150.070.050.450.490.270.351.051.261.231.831.962.322.373.113.643.723.94
EPS Actual-0.050.360.040.400.500.06-0.060.06-0.220.210.410.300.490.921.171.472.072.382.362.453.483.763.764.30
Surprise0.00%227.27%-20.00%300.00%35.14%-86.36%-140.00%-14.29%-540.00%-53.33%-16.33%11.11%40.00%-12.38%-7.14%19.51%13.11%21.43%1.72%3.38%11.90%3.30%1.08%9.14%
Timing-After-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hours

Key Statistics & Ratios

Market Cap119.63B
Enterprise Value82.62B
Trailing P/E23.98
Forward P/E12.02
PEG Ratio0.53
Price / Sales17.52
Price / Book25.98
EPS14.85
Book Value6.31
Revenue (TTM)6.83B
Gross Profit (TTM)6.04B
EBITDA5.41B
Profit Margin64.58%
Operating Margin77.68%
Return on Equity203.69%
Return on Assets46.46%
Shares Outstanding305.73M
Shares Float265.05M
Beta2.50
Dividend Yield0.00%
Dividend Rate0.00
Payout Ratio0.00%

Analyst Ratings

Buy
Based on 33 analystsTarget 448.43
  • Strong Buy
    20
  • Buy
    7
  • Hold
    6

Ownership Breakdown

Institutions
75.87%
Insiders
4.88%
Retail / Other
19.25%

Top Institutional Holders

  • BlackRock Inc
    24.04M7.18%
  • Vanguard Capital Management, LLC
    17.74M5.30%
  • FMR Inc
    17.29M5.17%
  • State Street Corp
    12.10M3.62%
  • Amvescap Plc.
    10.98M3.28%
  • Capital World Investors
    8.15M2.44%
  • Geode Capital Management, LLC
    7.36M2.20%
  • Baillie Gifford & Co Limited.
    6.47M1.93%
  • Vanguard Portfolio Management, LLC
    6.35M1.90%
  • Morgan Stanley - Brokerage Accounts
    5.79M1.73%
  • T. Rowe Price Associates, Inc.
    4.77M1.43%
  • JPMorgan Chase & Co
    4.35M1.30%
  • WCM Investment Management
    3.71M1.11%

Top Fund Holders

  • Vanguard MStar Total Stk Mkt Idx Invest
    9.18M2.74%
  • Vanguard 500 Index Investor
    7.12M2.13%
  • Invesco QQQ Trust
    6.33M1.89%
  • State Street® CommServSelSectSPDR®ETF
    3.68M1.10%
  • iShares Core S&P 500 ETF
    3.61M1.08%
  • Fidelity 500 Index
    3.49M1.04%
  • American Funds Growth Fd of Amer A
    3.43M1.02%