Applovin Corporation

Valuation Analysis

About the Company

Applovin Corporation en bref

Applovin Corporation (APP) is currently trading at 409,90 € with a market capitalization of 137,7 Md €. The trailing P/E ratio stands at 40.88x, with a forward P/E of 21.42x. The 52-week range spans from 279,26 € to 650,68 €; the current price is 37% below the yearly high. Year-over-year revenue growth stands at +59.0%. The net profit margin stands at 64.29%.

💰 Dividende

Applovin Corporation currently does not pay a dividend. The company typically reinvests its earnings into growth initiatives and product development.

📊 Avis des analystes

30 analystes évaluent Applovin Corporation (APP) au consensus : Achat Fort. L'objectif de cours moyen est de 565,58 €, soit un potentiel de +37.98% par rapport au cours actuel. La fourchette des objectifs de cours des analystes va de 296,71 € à 750,50 €.

Applovin Corporation : la thèse d'investissement en détail

Applovin Corporation (APP) operates in the Communication Services — specifically Advertising Agencies — and is headquartered in United States. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.

Le scénario haussier

Top-line momentum is unusually strong with revenue expanding 59% year-over-year, a pace that puts the company well above the market average and signals genuine demand traction rather than mere cyclical tailwind. With a gross margin near 88.37%, the company sits in the top tier of its industry — these are the kinds of structural margins that protect earnings during downturns. Return on equity of 266.44% places management among the most capital-efficient operators in the public market — every euro of shareholder capital is working hard.

Le scénario baissier

With a beta near 2.46, the share price moves sharply more than the broader market — drawdowns in market corrections can be unusually severe and require strong nerves. Our valuation screen flags the stock as overvalued — current multiples imply the business needs to deliver well above its recent trajectory to justify the price.

Valorisation en contexte

The PEG ratio at 1.42 sits in the reasonable zone — the price tag is roughly aligned with the company's growth profile, neither punishing nor euphoric. The EV/EBITDA multiple of 35.75x reflects rich expectations — historically, multiples at this level have proven hard to maintain for more than a few quarters.

À surveiller

• The forward P/E of 21.42x is meaningfully below the trailing 40.88x — analysts expect earnings to step up; the next earnings release is the test.
• The analyst consensus price target implies 37.98% upside — if the next two quarters confirm the underlying thesis, target hikes typically follow.

Thèse d'investissement : forces et faiblesses

Aperçu technique

Price is below both the 50- and 200-day moving averages, with 50d below 200d — a bearish picture (death-cross alignment).

Profil de risque

The data points to above-average price swings, higher leverage relative to equity.

Trading Data

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