AppLovin Corporation

LSE:0ADE Stock Report

Market Cap: US$146.6b

AppLovin Valuation

Is 0ADE undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

  • Below Future Cash Flow Value

  • Significantly Below Future Cash Flow Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Future Cash Flow Value

What is the Fair Price of 0ADE when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Ultimate guide to DCF valuation for stock investing

Learn how to determine fair value like the best investors in the world.

Below Future Cash Flow Value: 0ADE ($383.19) is trading below our estimate of future cash flow value ($415.75)

Significantly Below Future Cash Flow Value: 0ADE is trading below future cash flow value, but not by a significant amount.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 0ADE?

Key metric: As 0ADE is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 0ADE. This is calculated by dividing 0ADE's market cap by their current earnings.
What is 0ADE's PE Ratio?
PE Ratio42.7x
EarningsUS$3.43b
Market CapUS$146.64b

Price to Earnings Ratio vs Peers

How does 0ADE's PE Ratio compare to its peers?

The above table shows the PE ratio for 0ADE vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average20.3x
SGE Sage Group
20.7x11.56%UK£7.6b
BYIT Bytes Technology Group
13.4x5.44%UK£717.1m
ALFA Alfa Financial Software Holdings
19.3x1.86%UK£572.5m
CER Cerillion
27.6x8.35%UK£459.4m
0ADE AppLovin
42.7x21.32%US$146.6b

Price-To-Earnings vs Peers: 0ADE is expensive based on its Price-To-Earnings Ratio (42.7x) compared to the peer average (20.3x).

Historical Price to Earnings Ratio

Historical Price to Earnings Ratio compares a stock's price to its earnings over time. Higher ratios indicate that investors are willing to pay more for the stock.

Fetching historical data

Price to Earnings Ratio vs Industry

How does 0ADE's PE Ratio compare vs other companies in the GB Software Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
No more companies available in this PE range
0ADE 42.7xIndustry Avg. 30.6xNo. of Companies4PE020406080100+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 0ADE is expensive based on its Price-To-Earnings Ratio (42.7x) compared to the UK Software industry average (30.6x).

Price to Earnings Ratio vs Fair Ratio

What is 0ADE'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.

0ADE PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio42.7x
Fair PE Ration/a

Price-To-Earnings vs Fair Ratio: Insufficient data to calculate 0ADE's Price-To-Earnings Fair Ratio for valuation analysis.

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 0ADE forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$383.19
US$660.11
+72.27%
13.91%US$860.00US$458.00n/a28
Feb ’27US$555.16
US$733.52
+32.13%
13.67%US$860.00US$458.00n/a27
Jan ’27US$689.79
US$738.44
+7.05%
13.37%US$860.00US$458.00n/a25
Dec ’26n/a
US$727.20
0%
13.36%US$860.00US$458.00n/a25
Nov ’26n/a
US$649.96
0%
22.81%US$860.00US$360.00n/a24
Oct ’26US$703.36
US$613.59
-12.76%
27.32%US$860.00US$250.00n/a22
Sep ’26n/a
US$499.14
0%
17.86%US$650.00US$250.00n/a21
Aug ’26n/a
US$471.05
0%
20.36%US$650.00US$250.00n/a21
Jul ’26US$340.36
US$465.49
+36.76%
21.80%US$650.00US$250.00n/a21
Jun ’26US$366.73
US$453.54
+23.67%
22.74%US$650.00US$200.00n/a23
May ’26US$286.07
US$432.90
+51.33%
29.38%US$650.00US$200.00n/a23
Apr ’26US$336.71
US$482.37
+43.26%
29.66%US$650.00US$105.00n/a24
Mar ’26US$342.93
US$504.69
+47.17%
27.64%US$650.00US$105.00US$383.1922
Feb ’26n/a
US$361.60
0%
25.44%US$480.00US$105.00US$555.1622
Jan ’26n/a
US$338.60
0%
31.02%US$480.00US$105.00US$689.7922
Dec ’25n/a
US$293.38
0%
29.99%US$480.00US$105.00n/a22
Nov ’25n/a
US$146.86
0%
28.08%US$210.00US$66.00n/a22
Oct ’25n/a
US$107.54
0%
24.54%US$155.00US$57.00US$703.3619
Sep ’25n/a
US$95.47
0%
16.10%US$115.00US$57.00n/a18
Aug ’25n/a
US$92.16
0%
19.63%US$115.00US$48.00n/a18
Jul ’25n/a
US$90.58
0%
19.43%US$115.00US$48.00US$340.3617
Jun ’25n/a
US$90.58
0%
19.43%US$115.00US$48.00US$366.7317
May ’25n/a
US$72.83
0%
18.46%US$88.00US$38.00US$286.0718
Apr ’25n/a
US$65.58
0%
16.60%US$88.00US$38.00US$336.7117
Mar ’25n/a
US$65.05
0%
16.19%US$88.00US$38.00US$342.9317
US$581.79
Fair Value
34.1% undervalued intrinsic discount
28
Number of Analysts

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/02/28 02:46
End of Day Share Price 2026/02/23 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

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 47 analysts. 26 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
Michael HickeyBenchmark Company
Omar DessoukyBofA Global Research