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AppLovin Corp
Nasdaq · CIK 1751008
Last close268.22
Daily change-13.09 (-4.65%)
10 Years gain+311.38%
Dividends TTM0
Dividend yield0.00%
Fundamental Analysis
APP · STANDARD
SIC 7370 · Services-Computer Programming, Data Processing, Etc. · Fiscal year end 1231
Fundamental
94.5Momentum
100.0Acceleration
100.0Confidence
91.0Annual Revenue7
Quarterly Revenue20
Annual CFO7
Balance SheetAvailable
RankingEligible
Score Breakdown
Growth24.2 / 25
Quality23.2 / 25
Capital Efficiency20.0 / 20
Balance Sheet12.7 / 15
Shareholder Economics9.6 / 10
Forward Indicators0.0 / 5
Signals
Gross margin expansionGross margin improved by 6.4855 percentage points.
Operating leverageOperating margin improved by 21.5527 percentage points.
ROIC expansionROIC improved by 58.8555 percentage points.
Net debt reductionNet debt declined versus the comparison period.
Share count reductionDiluted share count declined 2.2753%.
Strong operating leverageOperating income is growing faster than revenue while operating margin expands.
Key Metrics
Revenue Growth TTM70.86%OK
Revenue CAGR 3Y24.84%OK
Gross Margin88.19%OK
Operating Margin77.31%OK
FCF Marginn/aMISSING
FCF Growthn/aINSUFFICIENT_HISTORY
ROIC105.9%OK
Incremental Operating Margin 3Y136.7%OK
Net Debt / CFOn/aNOT_MEANINGFUL
Diluted Share Growth 1Y-2.28%OK
SBC / Revenuen/aMISSING
SBC / FCFn/aNOT_MEANINGFUL
Financial History
| Period | Revenue | Gross Profit | Operating Income | CFO | FCF | Gross Margin | Op Margin | FCF Margin | ROIC | Shares |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025 FY Dec 31, 2025 | $5.48B | $4.82B | $4.15B | $3.97B | n/a | 87.86% | 75.75% | n/a | 102.12% | 341.97M |
| 2025 FY Dec 31, 2024 | $3.22B | $2.70B | $1.91B | $2.10B | n/a | 83.85% | 59.27% | n/a | 48.46% | 347.81M |
| 2025 FY Dec 31, 2023 | $1.84B | $1.49B | $772.41M | $1.06B | n/a | 80.64% | 41.94% | n/a | 17.83% | 362.59M |
| 2024 FY Dec 31, 2022 | $2.82B | $1.56B | -$47.79M | $412.77M | $412.11M | 55.41% | -1.7% | 14.63% | -0.96% | 371.57M |
| 2023 FY Dec 31, 2021 | $2.79B | $1.81B | $150.02M | $361.85M | $360.46M | 64.62% | 5.37% | 12.91% | 4.61% | 342.76M |
Formula Trace
| Metric | Value | Formula | Status | Source |
|---|---|---|---|---|
| Revenue TTM | $6.43B | sum latest 4 fiscal quarters Revenue | OK | 0001751008-26-000059, 0001751008-25-000081 |
| Revenue Growth TTM | 70.86% | Revenue_TTM / Revenue_TTM_1Y_ago - 1 | OK | 0001751008-26-000059, 0001751008-25-000081 |
| Revenue CAGR 3Y | 24.84% | (Revenue_current / Revenue_3Y_ago)^(1/3) - 1 | OK | 0001751008-26-000010 |
| Revenue CAGR 5Y | 30.45% | (Revenue_current / Revenue_5Y_ago)^(1/5) - 1 | OK | 0001751008-26-000010 |
| Gross Profit CAGR 3Y | 45.57% | (GrossProfit_current / GrossProfit_3Y_ago)^(1/3) - 1 | OK | 0001751008-26-000010 |
| Operating Income Growth | 136.91% | OperatingIncome_current / OperatingIncome_prior_year - 1 | OK | 0001751008-26-000059, 0001751008-25-000081 |
| FCF Growth | n/a | FCF_current / FCF_prior_year - 1 | INSUFFICIENT_HISTORY | derived |
| Revenue Growth Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Gross Profit Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Operating Income Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| FCF Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Gross Margin | 88.19% | Gross Profit / Revenue | OK | 0001751008-26-000059, 0001751008-25-000081 |
| Operating Margin | 77.31% | Operating Income / Revenue | OK | 0001751008-26-000059, 0001751008-25-000081 |
| ROIC | 105.9% | NOPAT / Average Invested Capital | OK | 0001751008-26-000059, 0001751008-25-000081 |
| Net Debt / CFO | n/a | Net Debt / CFO | NOT_MEANINGFUL | 0001751008-26-000059 |
| Current Ratio | 4.3x | Current Assets / Current Liabilities | OK | derived |
| Cash / Debt | 0.87x | (Cash + Short-term Investments) / Total Debt | OK | 0001751008-26-000059 |
| Revenue per Diluted Share | $19.08 | Revenue / Diluted Shares | OK | 0001751008-26-000059, 0001751008-25-000081 |