AppLovin Corporation (APP) on Decifer

Why it ranks here

• It earns strong returns on the money it puts to work, around 61% and those returns have been improving and it turns most of its profit into real cash.
• Revenue is growing about 70% a year and profits grew 110% over the past year.
• It keeps a high share of every sale as profit, with profitability widening as it grows.
• It is riding an active market tailwind and has the balance sheet to fund its growth.
• It is not watering down its owners with new shares and it returns cash to shareholders.
• Our durability check found pressure on this name, which costs it a few points.
• Its profit margin and growth are both unusually high right now compared to its own history, the kind of combination that often fades once conditions normalize.

The current read

The evidence on APP lines up on the supportive side: the intelligence feed flags this name as connected to what is moving markets now. The independent signals we track are telling the same story.

Themes

• Software, Cloud & AI Platforms: APP operates in its industry. That places it inside the Software, Cloud & AI Platforms story.

Read the full APP research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.