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APP

Neutral signalScored 2026-10-06 Drivers: Congress, fundamentals. Insiders: neutral. Moteurs : Congrès, fondamentaux. Initiés : neutre.

Research, not advice.

À propos

AppLovin Corporation

Nom
AppLovin Corporation
Secteur
Technology
Industrie
Software - Application
Bourse
NASDAQ
Capitalisation
$87.4B
Employés
887
PDG
Adam Arash Foroughi
Site web
https://www.applovin.com
Marché
AMPLAPPSBRZECRTODVJG

AppLovin Corporation provides a specialized software platform focused on empowering mobile application developers to enhance the marketing and revenue generation of their products. With operations spanning the United States and international markets, the company assists mobile app developers worldwide. Among its core software offerings is AppDiscovery, a marketing solution that intelligently connects advertiser demand with publisher supply through an auction-based model. Another key product is Adjust, an analytics platform that enables marketers to scale their mobile apps by offering capabilities for performance measurement, campaign optimization, and user data protection. Additionally, MAX is an in-app bidding software engineered to maximize the value derived from an app's advertising inventory by facilitating real-time competitive auctions. Its client base is broad, serving advertisers, publishers, internet platforms, and other stakeholders. Founded in 2011, the enterprise maintains its headquarters in Palo Alto, California.

Price (1 year)

Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.

Decouvert par les declarations du Congres

Insiders
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Total bought
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Avg buy (VWAP, 90d window) —

Total sold
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Avg sell (VWAP, 90d window) —

Total sold sums Form 4 code S in this window. Codes F, M, A and G are left out.

Last activity
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Last synced
2026-10-06 10:56:08 Synced via automated research pipeline

Sign in to request a sync of this company's price history and timing levels.

Insider holdings as a share of total assets aren't available for this company.

Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.

Recent Form 4

Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.

No Form 4 filings for this company in this window.

Congressional trades

STOCK Act disclosures (90-day window)

Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.

Date Member Side Amount range Filing
2026-09-18 Gilbert Cisneros Buy $1,001 - $15,000 Filing
2026-09-25 Ro Khanna Buy $1,001 - $15,000 Filing
2026-09-11 Ro Khanna Buy $1,001 - $15,000 Filing
2026-09-04 Ro Khanna Buy $1,001 - $15,000 Filing
2026-07-17 Gilbert Cisneros Buy $1,001 - $15,000 Filing
2026-07-16 Gilbert Cisneros Buy $1,001 - $15,000 Filing

Recent trades

DateRepresentativeTypeAmount
2026-08-18Gilbert CisnerosSale$1,001 - $15,000
2026-08-10Ro KhannaSale$1,001 - $15,000
2026-07-17Gilbert Ray CisnerosPurchase$1,001 - $15,000
2026-05-15Gilbert Ray CisnerosPurchase$1,001 - $15,000
2026-04-14Gilbert Ray CisnerosSale (Partial)$1,001 - $15,000
2026-04-13Ro KhannaPurchase$1,001 - $15,000
2026-03-18Gilbert Ray CisnerosSale (Partial)$15,001 - $50,000
2026-03-13Gilbert Ray CisnerosPurchase$1,001 - $15,000
2026-02-10Gilbert Ray CisnerosSale$1,001 - $15,000
2026-02-05Gilbert Ray CisnerosSale$1,001 - $15,000
2025-12-19Gilbert Ray CisnerosPurchase$1,001 - $15,000
2025-11-18Gilbert Ray CisnerosPurchase$1,001 - $15,000
2025-10-17Gilbert Ray CisnerosPurchase$1,001 - $15,000
2025-10-09Gilbert Ray CisnerosPurchase$1,001 - $15,000
2025-09-29Ro KhannaPurchase$15,001 - $50,000
2025-09-23Val HoyleSale (Full)$1,001 - $15,000
2025-09-19Ro KhannaSale$1,001 - $15,000
2025-07-01Gilbert Ray CisnerosPurchase$1,001 - $15,000
2025-06-06Robert P. BresnahanPurchase$1,001 - $15,000
2025-05-28Josh S. GottheimerPurchase$1,001 - $15,000
2025-05-12Jefferson ShreveSale (Full)$15,001 - $50,000
2025-04-16Josh S. GottheimerSale (Full)$1,001 - $15,000
2025-04-14Josh S. GottheimerSale (Full)$1,001 - $15,000
2025-04-07Jefferson ShrevePurchase$15,001 - $50,000
2025-03-13Josh S. GottheimerPurchase$1,001 - $15,000
2025-03-05Jefferson ShreveSale (Full)$15,001 - $50,000
2025-02-26Robert P. BresnahanSale (Full)$1,001 - $15,000
2025-02-25Robert P. BresnahanSale (Full)$1,001 - $15,000
2025-02-24Jefferson ShrevePurchase$15,001 - $50,000
2024-11-11Josh S. GottheimerPurchase$1,001 - $15,000

Signal

Neutral signalScored 2026-10-06 Drivers: Congress, fundamentals. Insiders: neutral. Moteurs : Congrès, fondamentaux. Initiés : neutre.

APP exhibits outstanding financial health with exceptional margins, strong cash flow, and a deleveraged balance sheet, but the event-driven picture is severely negative: active securities fraud class actions following a…

The first sentence of the analysis written for APP on 2026-10-06 - a real excerpt, not a sample. The rest of it, the 0-100 score and the rating it produced are part of Plus. See plans.

Neutral signal Drivers: Congress, fundamentals. Insiders: neutral. Moteurs : Congrès, fondamentaux. Initiés : neutre.

Factor checklist — research, not advice

A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.

  • Insider Unavailable or mixed. No open-market purchase or sale value stored
  • Congress Supports a bullish reading. 4 purchase disclosures year to date
  • Narrative Pulls against a bullish reading. Stored narrative reading is in the bearish band
  • Timing Unavailable or mixed. No stored price series
  • Financial indicators Supports a bullish reading. Current ratio 3.32 · operating margin 76%

Market snapshot

Financial ratios

MetricTrend2025-12-312024-12-312023-12-312022-12-312021-12-31
Gross Profit Margin87.9%83.9%80.6%55.4%64.6%
Ebit Margin75.9%59.8%42.1%-1.2%5.4%
Ebitda Margin79.5%73.8%68.6%18.2%20.8%
Operating Profit Margin75.8%59.3%41.9%-1.7%5.4%
Pretax Profit Margin72.1%50.0%27.2%-7.3%1.7%
Continuous Operations Profit Margin62.6%49.3%24.9%-6.8%1.3%
Net Profit Margin60.8%49.0%19.4%-6.8%1.3%
Bottom Line Profit Margin60.8%48.9%19.3%-6.8%1.1%
Current Ratio3.3222.1871.7123.3495.054
Quick Ratio3.3222.1871.7123.3495.054
Solvency Ratio0.6890.4240.2060.0900.116
Cash Ratio1.8650.7010.5321.8662.375
Price To Earnings Ratio68.47869.19439.455-20.250965.779
Price To Earnings Growth Ratio0.6210.190-0.1340.032-8.267
Forward Price To Earnings Growth Ratio0.6210.190-0.1340.032-8.267
Price To Earnings Diluted Ratio69.11071.48640.663-20.2501,013.548
Price To Earnings Diluted Growth Ratio0.6000.197-0.1410.031-8.735
Price To Book Ratio106.938100.11311.1642.05614.321
Price To Sales Ratio41.65133.8417.6151.38910.962
Price To Free Cash Flow Ratio57.89852.09813.2669.49484.944
Price To Operating Cash Flow Ratio57.48551.97913.2139.47984.618
Debt To Assets Ratio0.4880.6060.5930.5610.540
Debt To Equity Ratio1.6613.2632.5291.7241.558
Debt To Capital Ratio0.6240.7650.7170.6330.609
Long Term Debt To Capital Ratio0.6220.7630.6980.6260.600
Financial Leverage Ratio3.4015.3864.2663.0732.883
Working Capital Turnover Ratio2.5193.3471.8131.4252.100
Operating Cash Flow Ratio2.9771.9851.1240.7130.565
Operating Cash Flow Sales Ratio0.7250.6510.5760.1470.130
Free Cash Flow Operating Cash Flow Ratio0.9930.9980.9960.9980.996
Debt Service Coverage Ratio18.5257.4252.4982.5644.416
Interest Coverage Ratio20.0566.0242.824-0.2781.454
Short Term Operating Cash Flow Coverage Ratio0.0000.0004.93712.39214.020
Operating Cash Flow Coverage Ratio1.1200.5900.3340.1260.109
Capital Expenditure Coverage Ratio140.232439.491250.002623.524260.324
Dividend Paid And Capex Coverage Ratio140.232439.491250.002623.524260.324
Dividend Payout Ratio0.0000.0000.0000.0000.000
Enterprise Value Multiple52.66447.06813.21111.89755.860

Sparkline shows each ratio oldest → newest (left → right).

How the latest year compares

For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower

MetricCurrentvs 1Y agovs 5Y avg
Gross Profit Margin 87.9% ▲4.0% ▲13.4%
Ebit Margin 75.9% ▲16.1% ▲39.5%
Ebitda Margin 79.5% ▲5.7% ▲27.3%
Operating Profit Margin 75.8% ▲16.5% ▲39.6%
Pretax Profit Margin 72.1% ▲22.1% ▲43.4%
Continuous Operations Profit Margin 62.6% ▲13.3% ▲36.4%
Net Profit Margin 60.8% ▲11.8% ▲36.1%
Bottom Line Profit Margin 60.8% ▲11.9% ▲36.2%
Current Ratio 3.322 ▲1.135 ▲0.197
Quick Ratio 3.322 ▲1.135 ▲0.197
Solvency Ratio 0.689 ▲0.264 ▲0.384
Cash Ratio 1.865 ▲1.164 ▲0.397
Price To Earnings Ratio 68.478 ▼-0.717 ▼-156.054
Price To Earnings Growth Ratio 0.621 ▲0.431 ▲2.132
Forward Price To Earnings Growth Ratio 0.621 ▲0.431 ▲2.132
Price To Earnings Diluted Ratio 69.110 ▼-2.376 ▼-165.802
Price To Earnings Diluted Growth Ratio 0.600 ▲0.402 ▲2.209
Price To Book Ratio 106.938 ▲6.825 ▲60.020
Price To Sales Ratio 41.651 ▲7.810 ▲22.559
Price To Free Cash Flow Ratio 57.898 ▲5.800 ▲14.358
Price To Operating Cash Flow Ratio 57.485 ▲5.505 ▲14.130
Debt To Assets Ratio 0.488 ▼-0.118 ▼-0.069
Debt To Equity Ratio 1.661 ▼-1.603 ▼-0.486
Debt To Capital Ratio 0.624 ▼-0.141 ▼-0.045
Long Term Debt To Capital Ratio 0.622 ▼-0.141 ▼-0.040
Financial Leverage Ratio 3.401 ▼-1.985 ▼-0.401
Working Capital Turnover Ratio 2.519 ▼-0.828 ▲0.278
Operating Cash Flow Ratio 2.977 ▲0.992 ▲1.504
Operating Cash Flow Sales Ratio 0.725 ▲0.073 ▲0.279
Free Cash Flow Operating Cash Flow Ratio 0.993 ▼-0.005 ▼-0.003
Debt Service Coverage Ratio 18.525 ▲11.100 ▲11.439
Interest Coverage Ratio 20.056 ▲14.032 ▲14.040
Short Term Operating Cash Flow Coverage Ratio 0.000 0.000 ▼-6.270
Operating Cash Flow Coverage Ratio 1.120 ▲0.530 ▲0.664
Capital Expenditure Coverage Ratio 140.232 ▼-299.259 ▼-202.483
Dividend Paid And Capex Coverage Ratio 140.232 ▼-299.259 ▼-202.483
Dividend Payout Ratio 0.000 0.000 0.000
Enterprise Value Multiple 52.664 ▲5.596 ▲16.524

Key metrics

MetricTrend20252024202320222021
Market cap$228.28B$109.11B$14.03B$3.91B$30.62B
Enterprise value$229.34B$111.92B$16.70B$6.11B$32.43B
EV / Sales41.84x34.71x9.07x2.17x11.61x
EV / Op. cash flow57.75x53.32x15.73x14.81x89.62x
EV / Free cash flow58.17x53.44x15.80x14.83x89.97x
EV / EBITDA52.66x47.07x13.21x11.90x55.86x
Net debt / EBITDA0.24x1.18x2.12x4.28x3.12x
Current ratio3.32x2.19x1.71x3.35x5.05x
Income quality1.16x1.33x2.98x-2.14x10.24x
Graham number$37$18$9—$4
Graham net-net-$4-$9-$8-$6-$7
Tax burden84.3%98.0%71.2%93.9%76.5%
Interest burden95.0%83.6%64.7%615.9%31.0%
Working capital$3.10B$1.25B$672.0M$1.36B$2.59B
Invested capital$5.18B$4.15B$4.03B$5.00B$5.41B
Return on assets45.9%26.9%6.7%-3.3%0.6%
Operating ROA63.2%34.0%13.8%-0.8%3.6%
Return on tangible assets62.6%49.8%16.1%-8.2%1.0%
Return on equity156.2%145.0%28.4%-10.1%1.7%
Return on invested capital60.7%39.0%15.2%-0.8%2.0%
Return on capital employed70.1%39.7%17.5%-0.9%2.7%
Earnings yield1.5%1.4%2.5%-4.9%0.1%
Free cash flow yield1.7%1.9%7.5%10.5%1.2%
Capex / Op. cash flow0.7%0.2%0.4%0.2%0.4%
Capex / Depreciation14.5%1.1%0.9%0.1%0.3%
Capex / Sales0.5%0.1%0.2%0.0%0.0%
SG&A / Sales8.0%13.0%20.6%39.1%46.1%
R&D / Sales4.1%11.6%18.1%18.0%13.1%
Stock comp / Sales3.8%11.5%19.7%6.8%4.8%
Intangibles / Total assets26.7%46.0%58.5%59.9%43.4%
Days sales outstanding121d160d189d91d67d
Days payables outstanding410d395d380d79d95d
Operating cycle121d160d189d91d67d
Cash conversion cycle-289d-235d-191d12d-28d

Change by theme

Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.

Change over 1 year

Valuation
Market cap ▲+109.2%EV / Sales ▲+20.5%EV / EBITDA ▲+11.9%EV / Op. cash flow ▲+4.431Earnings yield +0.000Graham number ▲+18.878
Profitability
Return on equity ▲+0.112Return on assets ▲+0.190Return on invested capital ▲+0.217Return on capital employed ▲+0.304Operating ROA ▲+0.292Income quality ▼-0.172Tax burden ▼-0.137
Efficiency
Days sales outstanding ▼-38.944Days payables outstanding ▲+14.892Operating cycle ▼-38.944Cash conversion cycle ▼-53.836Capex / Sales ▲+0.004R&D / Sales ▼-0.075
Balance-sheet strength
Current ratio ▲+1.135Net debt / EBITDA ▼-0.941Working capital ▲+1842286000.000Invested capital ▲+1028186000.000Intangibles / Total assets ▼-0.193

Change over 5 years

Valuation
Market cap ▲+645.5%EV / Sales ▲+260.4%EV / EBITDA ▼-5.7%EV / Op. cash flow ▼-31.869Earnings yield ▲+0.013Graham number ▲+33.331
Profitability
Return on equity ▲+1.545Return on assets ▲+0.453Return on invested capital ▲+0.587Return on capital employed ▲+0.673Operating ROA ▲+0.596Income quality ▼-9.083Tax burden ▲+0.078
Efficiency
Days sales outstanding ▲+53.928Days payables outstanding ▲+314.523Operating cycle ▲+53.928Cash conversion cycle ▼-260.595Capex / Sales ▲+0.005R&D / Sales ▼-0.090
Balance-sheet strength
Current ratio ▼-1.732Net debt / EBITDA ▼-2.875Working capital ▲+502037000.000Invested capital ▼-223718000.000Intangibles / Total assets ▼-0.167

Employee count

Peer market caps

Recent news