NASD · Communication Services · Advertising Agencies · USA
Applovin Corp is a large cap company (market value between $10 billion and $200 billion) in the Advertising Agencies industry.
AppLovin provides AI-powered advertising solutions enabling businesses to reach, monetize, and grow their audiences globally. The platform offers Axon Ads Manager for user acquisition, MAX for publisher monetization, Adjust for measurement and analytics, and Wurl for connected TV advertising. The company serves advertisers and publishers seeking to optimize marketing investments and content monetization.
From its FY2025 annual report (Form 10-K)
Intrinsic value, DCF valuation, financial health and value investing analysis for the Applovin Corp stock.
Slightly undervalued: intrinsic value $281.36 per share, market price $228.50, margin of safety 18.8% (as of 2026-10-30).
Discounting its cash flows at 14.8% (average of 3 methods) values the shares at $281.36; the price of $228.50 is 19% below that value, and 61% of that value comes from beyond year five.
Leak Score: 66/100 on 11 of 12 signals (Faint Leak).
17 more funds hold it; the full list is part of the paid plan.
All 37 Advertising Agencies stocks
APP is slightly undervalued (as of the 2026-10-30 close). Discounting its cash flows at 14.8% (average of 3 methods) values the shares at $281.36; the price of $228.50 is 19% below that value, and 61% of that value comes from beyond year five.
$281.36 per share (as of the 2026-10-30 close), against a market price of $228.50. That is a margin of safety of 18.8%. The value is the average of the valuation methods that apply to this company, recomputed every night after the US close.
The price asks for less growth than the company has already delivered. Repeating its past would be enough. Yearly sales growth the price needs: 16.8%. Yearly sales growth it has sustained: 70.0%.
66 out of 100, which we rate "Faint Leak", on 11 of 12 value investing signals.