Applovin Corp (APP)

Software

Tecnología

growth

AppLovin Corporation engages in building a software-based platform for advertisers to enhance the marketing and monetization of their content in the United States and internationally. It operates through two segments, Advertising and Apps. The company offers AppDiscovery, an advertising solution, which matches advertiser demand with publisher supply through auctions; MAX, an in-app bidding technology that optimizes the value of a publisher’s advertising inventory by running a real-time competitive auction; Adjust, a measurement and analytics marketing platform that provides marketers with the visibility, insights, and data needed to scale their apps marketing; and Wurl, a connected TV platform, which distributes streaming video for content companies and provides advertising and publishing solutions through its AdPool, TVBits, BrandDiscovery, ContentDiscovery, and Global FAST Pass products. It also provides SparkLabs, which uses app store optimization to enhance ad visibility; AppLovin Exchange, which connects buyers to mobile and CTV devices through a single RTB exchange; and Array, an end-to-end app management suite for mobile operators and end users. In addition, the company operates various free-to-play mobile games through its own or partner studios. It serves individuals, small and independent businesses, enterprises, advertisers and advertising networks, mobile app publishers, and indie studio developers. AppLovin Corporation was incorporated in 2011 and is headquartered in Palo Alto, California.

Precio Actual

$691.94

+1.19% vs día anterior

Capitalización

234B

Desviación

+80.52%

Y/Y Growth

27.2%

EBIT Margin

74.8%

ROIC

11%

PEG Ratio

0.53

ROE

37.8%

3Y EPS Growth

66.3%

Net Debt / EBITDA

0.22x

Proyecciones CAGR

Proyecciones de tasa de crecimiento anual compuesta basadas en diferentes modelos de valoración. CAGR EV/FCF es la métrica principal.

CAGR EV/FCF

15.6%

CAGR EV/FCF (2025):

-44.6%

CAGR Prom.:

14.7%

CAGR P/E:

13.2%

CAGR EV/EBITDA: 14.7%

CAGR EV/EBIT: 15.4%

Precio de compra para +15%:

$619.73

Múltiplos de Valoración

Múltiplos de valoración utilizados para las estimaciones de CAGR y precios objetivo.

P/E

35x

(Fair: 141x)

EV/FCF

35x

EV/EBITDA

27x

EV/EBIT

31x

Gráfico de Evolución del Precio

Precios Objetivo FCF

Precios futuros estimados de la acción basados en proyecciones de flujo de caja libre.

Calculadora de Sensibilidad

Compara el CAGR de tu valoración con el que resultaría al aplicar diferentes múltiplos (LTM y Fair P/E).

Mercado LTM P/E

119x

Fair P/E

141x

CAGR EV/FCF

Tu Múltiplo: 35x

15.6%

47.6%

52.7%

CAGR P/E

Tu Múltiplo: 35x

13.2%

44.5%

49.5%

Tu CAGR

CAGR con LTM

CAGR con Fair P/E

Notas

Rendimiento Histórico vs. Índices

Rendimiento anual (YTD) de la acción comparado con índices y materias primas de referencia.

Media vs. Bitcoin

+161.30%

Media vs. Gold

+194.78%

Media vs. Bono USA 7-10y

+216.85%

Media vs. Bono USA 1-3y

+213.71%

Media vs. Bono USA 20+y

+222.92%

Media vs. Dow Jones

+202.82%

Media vs. S&P 500

+198.04%

Media vs. NASDAQ 100

+195.54%

Media vs. MSCI World

+200.61%

Media vs. Russell 2000

+206.43%

Media vs. STOXX Europe 600

+205.14%

Rendimiento anual de cada inversión. La línea discontinua marca el 0% (punto de equilibrio).

Año	Rendimiento APP	Rendimiento Bitcoin	Rendimiento vs. Bitcoin	Rendimiento Gold	Rendimiento vs. Gold	Rendimiento Bono USA 7-10y	Rendimiento vs. Bono USA 7-10y	Rendimiento Bono USA 1-3y	Rendimiento vs. Bono USA 1-3y	Rendimiento Bono USA 20+y	Rendimiento vs. Bono USA 20+y	Rendimiento Dow Jones	Rendimiento vs. Dow Jones	Rendimiento S&P 500	Rendimiento vs. S&P 500	Rendimiento NASDAQ 100	Rendimiento vs. NASDAQ 100	Rendimiento MSCI World	Rendimiento vs. MSCI World	Rendimiento Russell 2000	Rendimiento vs. Russell 2000	Rendimiento STOXX Europe 600	Rendimiento vs. STOXX Europe 600
2025 YTD en Vivo	102.45%	-1.40%	+103.85%	57.46%	+44.99%	4.29%	+98.16%	0.99%	+101.46%	0.69%	+101.77%	13.12%	+89.33%	16.85%	+85.61%	22.29%	+80.16%	20.22%	+82.23%	12.99%	+89.47%	13.34%	+89.12%
2024	735.04%	110.77%	+624.27%	26.96%	+708.09%	-3.73%	+738.77%	0.05%	+735.00%	-11.17%	+746.21%	12.80%	+722.24%	24.01%	+711.03%	30.78%	+704.26%	17.88%	+717.16%	10.80%	+724.24%	5.50%	+729.54%
2023	271.39%	153.66%	+117.73%	11.76%	+259.63%	-0.15%	+271.53%	0.98%	+270.40%	-2.54%	+273.93%	13.74%	+257.65%	24.73%	+246.66%	44.52%	+226.87%	21.92%	+249.46%	15.78%	+255.60%	11.67%	+259.72%
2022	-88.84%	-65.23%	-23.62%	0.78%	-89.62%	-15.93%	-72.91%	-5.00%	-83.85%	-31.00%	-57.84%	-9.40%	-79.45%	-19.95%	-68.89%	-33.89%	-54.95%	-19.70%	-69.14%	-22.50%	-66.34%	-13.29%	-75.56%
2021	44.57%	60.33%	-15.76%	-6.24%	+50.81%	-4.15%	+48.72%	-0.98%	+45.55%	-5.94%	+50.51%	20.23%	+24.34%	28.79%	+15.78%	23.20%	+21.37%	21.22%	+23.35%	15.39%	+29.18%	21.66%	+22.91%
2020	N/A	301.93%	N/A	23.90%	N/A	8.33%	N/A	2.02%	N/A	15.12%	N/A	6.02%	N/A	15.29%	N/A	41.75%	N/A	12.94%	N/A	18.48%	N/A	-4.64%	N/A
2019	N/A	88.85%	N/A	17.78%	N/A	5.55%	N/A	1.20%	N/A	10.91%	N/A	21.91%	N/A	28.34%	N/A	34.60%	N/A	25.23%	N/A	23.05%	N/A	23.42%	N/A
2018	N/A	-71.79%	N/A	-3.12%	N/A	-0.97%	N/A	-0.24%	N/A	-3.17%	N/A	-6.03%	N/A	-7.01%	N/A	-5.30%	N/A	-11.16%	N/A	-13.00%	N/A	-13.42%	N/A
2017	N/A	1,184.56%	N/A	11.93%	N/A	0.76%	N/A	-0.63%	N/A	6.03%	N/A	24.33%	N/A	18.42%	N/A	27.16%	N/A	19.45%	N/A	12.45%	N/A	7.16%	N/A
2016	N/A	109.91%	N/A	6.53%	N/A	-1.15%	N/A	-0.02%	N/A	-1.91%	N/A	15.24%	N/A	11.24%	N/A	9.79%	N/A	6.53%	N/A	22.42%	N/A	1.33%	N/A
Media	212.92%	187.16%	+161.30%	14.77%	+194.78%	-0.71%	+216.85%	-0.16%	+213.71%	-2.30%	+222.92%	11.20%	+202.82%	14.07%	+198.04%	19.49%	+195.54%	11.45%	+200.61%	9.59%	+206.43%	5.27%	+205.14%

Historial de Valoración

Historial de cambios significativos en los factores de valoración y precios objetivo a lo largo del tiempo. Los valores resaltados indican un cambio respecto a la valoración anterior.

Fecha de Valoración	Y/Y Growth	EBIT Margin	Net Debt/EBITDA	P/E	EV/FCF	EV/EBITDA	EV/EBIT	Objetivo 2025	Objetivo 2026	Objetivo 2027	Objetivo 2028	Objetivo 2029
12/1/2025	27.2%	74.8%	0.22x	35x(141x)	35x	27x	31x	$383.30	$547.67	$740.58	$960.79	$1,246.49
11/3/2025	27.2%	74.2%	1.2x	40x(63x)	40x	30x	40x	$385.26	$552.28	$755.95	$992.35	$1,302.69
9/27/2025	25.3%	72.1%	1.2x	40x(59x)	40x	30x	40x	$381.89	$536.20	$698.32	$903.10	$1,167.94
9/24/2025	25.1%	72.6%	1.2x	40x(59x)	40x	30x	40x	$379.90	$525.64	$695.48	$902.29	$1,170.59

Análisis de Outperformance

Rendimiento histórico vs índices principales y métricas de consistencia

Outperformance Promedio vs Índices

Rendimiento promedio comparado con los principales índices del mercado

Outperformance

Underperformance

Evolución del Rendimiento Año a Año

Rendimiento histórico con marcadores de mejores y peores años

🏆Best Year

2024

+735.04%

📉Worst Year

2022

-88.84%

Consistencia de Rendimiento

Porcentaje de años con rendimientos positivos

80%

4 of 5 years positive

Consistent Outperformer

Consistency ScoreExcellent

0%50%70%100%

APP has demonstrated exceptional consistency with positive returns in 80% of years, qualifying as a Consistent Outperformer.