Added to YB: 2024-06-22
Pitch date: 2024-06-21
APP [bullish]
AppLovin Corporation
+762.71%
current return
Author Info
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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
$77.74
Price Target
N/A
Dividend
N/A
EV/EBITDA
56.55
P/E
79.29
EV/Sales
35.28
Sector
Software
Category
growth
Who Am I?....I'm Applovin (APP)
APP: Large cap leader in niche, taking share. Good-Co (90% of profits) growing 90% w/ 70%+ EBITDA margins. AI driving growth, expanding to adjacent markets. 20-30% mid-term organic rev growth. Capital light, 70% EBITDA to FCF for buybacks. 30% FCF/share CAGR. Trades at 11x 2025 FCF. Growth stock at value multiple.
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