Professional
Added to YB: 2026-09-23
Pitch date: 2026-07-24
APP [bullish]
AppLovin Corporation
-22.11%
current return
Author Info
No bio for this author
Company Info
AppLovin Corporation provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.
Market Cap
$103.1B
Pitch Price
$404.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.06
P/E
23.69
EV/Sales
15.16
Sector
Media
Category
growth
Fundsmith Equity Fund New Position: AppLovin Corporation
APP: AppLovin’s AXON AI engine matches ads with users across more than 1 billion daily active users, creating network effects between advertisers and app developers and potentially supporting 20% annual revenue growth through better targeting. Growth also depends on extending the technology from mobile-game advertising into e-commerce and potentially connected TV. With ROIC above 100% and a 3.6% FCF yield, execution in these newer markets is the key question.
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