Added to YB: 2024-07-09
Pitch date: 2024-07-08
APP [bullish]
AppLovin Corporation
+381.82%
current return
Author Info
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
AppLovin Corporation provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.
Market Cap
$146.6B
Pitch Price
$85.65
Price Target
N/A
Dividend
N/A
EV/EBITDA
34.43
P/E
43.31
EV/Sales
26.97
Sector
Software
Category
growth
Show full summary:
AppLovin Corporation - $APP
APP: Mobile ad platform w/ 200+ games for 1st-party data. Software biz (70% EBITDA margin) growing 90% Q4. FCF margins 30%+. Non-gaming/app rev accelerating. AXON 2.0 AI engine boosting growth. Risks: ad landscape changes, VR shift. Foroughi owns 8%. Concerns: acquisition-heavy, past sale attempts. Strong financials, but complex history.
Read full article (7 min)