AppLovin Corporation

MUN:6RV Stock Report

Market Cap: €165.3b

AppLovin Valuation

Is 6RV undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

0/6

Valuation Score 0/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 6RV when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Discounted Cash Flow
Simply Wall St
€351.33
Fair Value
43.3% overvalued intrinsic discount
22
Number of Analysts

Below Fair Value: 6RV (€503.3) is trading above our estimate of fair value (€351.33)

Significantly Below Fair Value: 6RV is trading above our estimate of fair value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 6RV?

Key metric: As 6RV is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 6RV. This is calculated by dividing 6RV's market cap by their current earnings.
What is 6RV's PE Ratio?
PE Ratio110x
EarningsUS$1.58b
Market CapUS$173.47b

Price to Earnings Ratio vs Peers

How does 6RV's PE Ratio compare to its peers?

The above table shows the PE ratio for 6RV vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average61.7x
SAP SAP
104.3x32.3%€322.2b
NEM Nemetschek
83.7x17.7%€14.2b
AOF ATOSS Software
42.5x6.8%€1.9b
TMV TeamViewer
16.3x13.1%€2.0b
6RV AppLovin
110x31.3%€173.5b

Price-To-Earnings vs Peers: 6RV is expensive based on its Price-To-Earnings Ratio (110x) compared to the peer average (61.7x).

Price to Earnings Ratio vs Industry

How does 6RV's PE Ratio compare vs other companies in the European Software Industry?

7 CompaniesPrice / EarningsEstimated GrowthMarket Cap
6RV 110.0xIndustry Avg. 26.6xNo. of Companies17PE020406080100+
7 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 6RV is expensive based on its Price-To-Earnings Ratio (110x) compared to the European Software industry average (26.6x).

Price to Earnings Ratio vs Fair Ratio

What is 6RV's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

6RV PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio110x
Fair PE Ratio59.7x

Price-To-Earnings vs Fair Ratio: 6RV is expensive based on its Price-To-Earnings Ratio (110x) compared to the estimated Fair Price-To-Earnings Ratio (59.7x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 6RV forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€503.30
€454.55
-9.7%
29.5%€600.39€100.07n/a22
Feb ’26€354.30
€344.75
-2.7%
25.4%€457.63€100.11n/a22
Jan ’26€329.15
€322.86
-1.9%
31.0%€457.68€100.12n/a22
Dec ’25€318.80
€280.03
-12.2%
30.0%€458.16€100.22n/a22
Nov ’25€157.30
€135.22
-14.0%
28.1%€193.37€60.77n/a22
Oct ’25€115.18
€96.32
-16.4%
24.5%€138.82€51.05n/a19
Sep ’25€84.00
€85.36
+1.6%
16.1%€102.82€50.96n/a18
Aug ’25€72.53
€84.58
+16.6%
19.6%€105.55€44.05n/a18
Jul ’25€77.99
€83.24
+6.7%
19.4%€105.69€44.11n/a17
Jun ’25€76.46
€83.24
+8.9%
19.4%€105.69€44.11n/a17
May ’25€68.29
€68.23
-0.09%
18.5%€82.44€35.60n/a18
Apr ’25€63.70
€60.34
-5.3%
16.6%€80.97€34.96n/a17
Mar ’25€55.70
€60.19
+8.1%
16.2%€81.42€35.16n/a17
Feb ’25€38.10
€46.49
+22.0%
18.7%€55.31€25.81€354.3017
Jan ’25n/a
€46.09
0%
18.6%€55.04€25.68€329.1517
Dec ’24n/a
€46.52
0%
18.7%€55.17€25.75€318.8017
Nov ’24n/a
€41.74
0%
18.5%€53.93€20.82€157.3018
Oct ’24€37.55
€40.48
+7.8%
21.1%€53.93€18.92€115.1818
Sep ’24€39.70
€39.06
-1.6%
20.7%€52.54€18.43€84.0019
Aug ’24n/a
€24.41
0%
29.3%€44.56€12.73€72.5319
Jul ’24n/a
€23.13
0%
29.2%€44.60€12.74€77.9918
Jun ’24n/a
€23.18
0%
30.5%€45.72€13.06€76.4618
May ’24n/a
€18.16
0%
40.5%€41.69€8.16€68.2918
Apr ’24n/a
€18.68
0%
41.0%€43.13€8.44€63.7018
Mar ’24n/a
€19.58
0%
40.2%€43.40€8.49€55.7018
Feb ’24n/a
€21.82
0%
56.9%€54.07€6.41€38.1019
Analyst Price Target
Consensus Narrative from 22 Analysts
€470.58
Fair Value
7.0% overvalued intrinsic discount
22
Number of Analysts

Analyst Forecast: Target price is lower than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/17 17:52
End of Day Share Price 2025/02/14 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

AppLovin Corporation is covered by 38 analysts. 22 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David MakArete Research Services LLP
Ishan MajumdarBaptista Research
Michael HickeyBenchmark Company