Added to YB: 2025-07-04
Pitch date: 2025-07-02
APP [neutral]
AppLovin Corporation
+24.3%
current return
Author Info
No bio for this author
Company Info
AppLovin Corporation provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.
Market Cap
$146.6B
Pitch Price
$332.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
34.43
P/E
43.31
EV/Sales
26.97
Sector
Software
Category
growth
AppLovin Deep Dive: an exponentially growing ad platform
APP (overview - pass: Ad tech leader w/ 70% YoY growth from AXON 2.0 engine. Closed-loop ecosystem creates powerful flywheel effect. 80% EBITDA margins exceed walled gardens. Divested 1P games to eliminate conflicts. Expanding into e-commerce. Risks: premium 35x P/E valuation, opaque spread model, Apple policy changes. Founder-led with lean team vs Unity's 5K employees.
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