APP vs GOOG: stock comparison and AI forecast
Applovin Corp (APP) and Alphabet Inc. (GOOG) compared on price performance, valuation, profitability and the daily AI forecast. · Alpha · vs market
Share
APP Applovin Corp
- Price
- $391.22 -21.6% · 6M
- Market Cap
- $131.17B
- P/E Ratio
- 26.3x
- Size
- large-cap
- AI Forecast
GOOG Alphabet Inc.
- Price
- $283.93 -28.2% · 6M
- Market Cap
- $3.49T
- P/E Ratio
- 14.8x
- Size
- mega-cap
- AI Forecast
Which one does the AI model favor?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
Six-month price performance
Closing prices rebased to 100 at the start of the window.
Key facts
- GOOG is 26.6 times larger than APP by market capitalization ($3.49T against $131.17B).
- GOOG trades at 14.8 times trailing earnings, APP at 26.3 times.
- Over the last six months APP returned -21.6% and GOOG -28.2%.
- APP turns 68.8% of its revenue into net income, against 50.0% for GOOG.
- APP carries 1.60 times debt per unit of equity, against 0.48 times for GOOG.
- GOOG yields 0.31% in dividends; APP pays none.
- Both companies share the SEC industry classification Services-Computer Programming, Data Processing, Etc..
Fundamentals side by side
Trailing twelve months.
Valuation & Market
| Metric | APP | GOOG |
|---|---|---|
| Market Cap | $131.17B | $3.49T |
| P/E Ratio | 26.33x | 14.82x |
| P/B Ratio | 39.76x | 5.15x |
| Dividend Yield | – | 0.31% |
| EPS | $14.86 | $19.16 |
| Book Value/Share | $9.84 | $55.11 |
| Revenue/Share | $21.72 | $38.32 |
| FCF/Share | – | $1.61 |
Profitability & Margins
| Metric | APP | GOOG |
|---|---|---|
| ROE | 152.0% | 34.8% |
| ROA | 58.4% | 23.5% |
| ROIC | 86.0% | 18.1% |
| Gross Margin | 89.9% | 60.9% |
| Operating Margin | 83.7% | 33.3% |
| Net Margin | 68.8% | 50.0% |
| EBT Margin | 83.9% | 61.1% |
| Tax Rate | 15.6% | 18.1% |
Financial Health
| Metric | APP | GOOG |
|---|---|---|
| Current Ratio | 3.80x | 2.79x |
| Quick Ratio | – | 2.69x |
| D/E Ratio | 1.60x | 0.48x |
| Financial Leverage | 2.60x | 1.48x |
| Interest Coverage | 16.9x | 271.0x |
| Working Capital | $4.21B | $240.16B |
Cash Flow
| Metric | APP | GOOG |
|---|---|---|
| Operating Cash Flow | $4.90B | $179.55B |
| Free Cash Flow | – | $19.75B |
| Capital Spending | – | -$159.80B |
| OCF Growth YoY | 46.0% | 18.6% |
| FCF Growth YoY | – | -73.2% |
| FCF/Sales | – | 4.2% |
| CapEx/Sales | – | 33.9% |
Operational Efficiency
| Metric | APP | GOOG |
|---|---|---|
| Asset Turnover | 0.85x | 0.47x |
| Receivables Turnover | 3.0x | 6.5x |
| Inventory Turnover | – | 13.9x |
| Fixed Assets Turnover | 64.3x | 1.3x |
| Days Sales Outstanding | 120 days | 56 days |
| Days Inventory | – | 26 days |
| Payables Period | 417 days | 44 days |
| Cash Conversion Cycle | – | 39 days |
Income Statement
| Metric | APP | GOOG |
|---|---|---|
| Total Revenue | $7.28B | $471.10B |
| Operating Income | $6.09B | $156.98B |
| Net Income | $5.01B | $235.69B |
| R&D Expense | $312M | $74.46B |
| SG&A Expense | $1.09B | $123.20B |
| Cost of Goods Sold | $734M | $184.40B |
Dividend & Shareholder Information
| Metric | APP | GOOG |
|---|---|---|
| Dividends Per Share | – | $0.87 |
| Payout Ratio | – | 4.5% |
| Shares Outstanding | 335M | 12294M |
| Net Income Growth | 77.1% | 89.7% |
| EPS Growth | 67.0% | 89.1% |
APP vs GOOG: stock comparison and AI forecast
Which is bigger, APP or GOOG?
GOOG is 26.6 times larger than APP by market capitalization ($3.49T against $131.17B).
Which is cheaper on earnings, APP or GOOG?
GOOG trades at 14.8 times trailing earnings, APP at 26.3 times.
Which stock performed better over the last six months, APP or GOOG?
Over the last six months APP returned -21.6% and GOOG -28.2%.
Which one does Intratio's AI model rank higher, APP or GOOG?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
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This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.