AppLovin Corporation (APP)
NASDAQ · Communication Services · market cap 205.96B
Share price
$321.60
At the last nightly close
Intrinsic value
$69.41
Range $69.41 – $101.46 — the conservative figure is the low end.
Margin of safety
-78.4%
($69.41 − $321.60) ÷ $321.60
EV / EBIT
571.3
On the median operating profit of 7 fiscal years through 2025.
How these numbers are computed
The valuations are calculated in Python from filed accounts, not written by a language model. Three methods run side by side: earnings power value, which capitalises a normalised operating profit; a free-cash-flow model; and the Graham Number as an asset-side cross-check. The conservative figure above is the low end of what they agree on.
The frame gives no credit for growth. A company that compounds will therefore read as expensive against it — that is deliberate. It is a price-discipline floor, not a price target, and it is not a view on what the shares will do.
The EV/EBIT ranking uses the median operating profit of up to fifteen fiscal years — a full cycle — where the free screeners use the last twelve months. When the data cannot support a method, the figure reads n/a rather than a number: a free-cash-flow valuation on a bank, a PEG on erratic earnings, a multiple on a company with no operating profit to speak of.
Fundamentals from SEC EDGAR. Prices, market data and technicals from yfinance. Valuation computed 2026-09-03.
Key metrics
Market position
Annual financials
| Period | Revenue | Operating income | Net income | EPS | Free cash flow |
|---|---|---|---|---|---|
| 2025-FY | 5.48B | 4.15B | 3.33B | 9.84 | 3.94B |
| 2024-FY | 3.22B | 1.91B | 1.58B | 4.68 | 2.07B |
| 2023-FY | 1.84B | 772.4M | 357.2M | 1.01 | 997.6M |
| 2022-FY | 2.82B | -47.8M | -192.7M | -0.52 | 412.1M |
| 2021-FY | 2.79B | 150.0M | 35.4M | 0.09 | 360.5M |
Filed figures from SEC EDGAR, in the reporting currency.
Next earnings
Recent news
- AppLovin: Here's How I See 3 Catalysts That Could Drive Valuation Re-Rating (NASDAQ:APP)seekingalpha.com
- APP Stock Beats Q1 Estimates With 59% Revenue Growthmarketbeat.com
- Applovin Corp - Class A (APP) Stock News & Articles - 24/7 Wall St.247wallst.com
- AppLovin Corporation (APP) Stock Price, News, Quote & ...finance.yahoo.com
- AppLovin Corporation (APP) Latest Stock News & Headlines - Yahoo Financefinance.yahoo.com
Headlines link to their source. Sperio does not republish article text.
The figures above are the arithmetic. To see what a board of eight AI agents makes of them — macro, sector, filings, news and a devil's advocate whose only job is to attack the thesis — run the full analysis on APP.
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This page presents computed figures and filed financial data for information only. It is not investment advice, not a recommendation to buy or sell any security, and not a statement about what these shares will do. Sperio is a research tool, not an investment adviser. Figures are derived automatically from public filings and market data and may be incomplete, out of date or wrong. See the Terms & Disclaimer.