Added to YB: 2025-09-25
Pitch date: 2025-09-23
APP [neutral]
AppLovin Corporation
+2.75%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
Company Info
AppLovin Corporation engages in building a software-based platform for advertisers to enhance the marketing and monetization of their content in the United States and internationally.
Market Cap
$220.7B
Pitch Price
$652.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
56.55
P/E
79.29
EV/Sales
35.28
Sector
Software
Category
growth
AppLovin’s Moat Is Expanding Fast – Can It Justify a Record-High Multiple?
APP (earnings overview): Monster Q2 w/ +77% revenue growth, guidance implies +66% Q3 if beaten similarly. AXON AI engine processes 500M data points/sec across 1.4B daily users, creating strong moat. Forward EV/Sales 35.9x vs 6.4x median but justified by growth. Axon Ads Manager launch Oct 1 w/ international expansion. #2 global power ranking, climbing fast.
Read full article (10 min)