AppLovin vs Trade Desk
APP and TTD side by side, both in computer programming, data processing, and other computer related services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How APP and TTD compare
AppLovin is the larger company, worth 18 times as much as Trade Desk ($135B against $7.5B).
On earnings, Trade Desk is cheaper: it trades at 23.2× trailing earnings, against 27.2× for AppLovin.
AppLovin grew revenue faster over the last twelve months (57.8% versus 7.0% for Trade Desk).
AppLovin keeps more of each dollar of sales as profit, with a net margin of 65.9% compared with 11.0% at Trade Desk.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | APP | TTD |
|---|---|---|
| Size and price | ||
| Market cap | $135B | $7.5B |
| Share price | $404.77 | $15.98 |
| Change, 1 year | −37.9% | −63.1% |
| Change, 5 years | 306% | −85.2% |
| Beta (5Y) | 2.46 | 1.60 |
| Employees | 898 | 3,843 |
| StockData Score | ||
| Total score | 17 | 17 |
| Valuation score | 5 | 6 (better) |
| Growth score | 3 (better) | 2 |
| Performance score | 5 (better) | 4 |
| Health score | 4 | 5 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 27.2× | 23.2× (better) |
| P/S | 17.8× | 2.5× (better) |
| P/B | 41.1× | 2.8× (better) |
| EV/EBITDA | 22.4× | 9.1× (better) |
| P/FCF | – | 8.7× |
| PEG | – | 0.23 |
| FCF yield | – | 11.5% |
| Fair value | $552.04 | $39.48 |
| Margin of safety | 26.7% | 59.5% (better) |
| Growth | ||
| Revenue growth (TTM) | 57.8% (better) | 7.0% |
| Revenue growth, 5Y average | 30.4% (better) | 28.2% |
| Net income growth (TTM) | 77.1% (better) | −24.9% |
| EPS growth (TTM) | 80.3% (better) | −20.7% |
| EPS growth, 5Y average | – | 12.9% |
| Profitability | ||
| Gross margin | 88.8% (better) | 75.6% |
| Operating margin | 77.8% (better) | 17.3% |
| Net margin | 65.9% (better) | 11.0% |
| FCF margin | – | 28.9% |
| Return on equity | 210% (better) | 12.4% |
| Return on invested capital | 144% (better) | 27.2% |
| Financial health | ||
| Debt / equity | 1.07 (better) | 0.00 |
| Net debt / EBITDA | 0.06 | – |
| Interest coverage | 29.9× | 244× (better) |
| Current ratio | 3.80 (better) | 1.79 |
| Altman Z-score | 19.58 (better) | 2.45 |
| Piotroski F-score | 9 (better) | 6 |
| Dividends and buybacks | ||
| Buyback yield | 2.4% | 8.8% (better) |
| Shareholder yield | 2.4% | 8.8% (better) |
| Ownership | ||
| Held by institutions | 67.7% | 80.8% |
| Held by insiders | 79.3% | 12.3% |
| Insider net buying, 12 months | −$378M | $142M (better) |
| Superinvestors holding | 8 (better) | 1 |
| Short interest, % of float | 15.9% | 17.5% |
Go deeper
- APP stock overview
- APP income statement
- APP valuation and score
- TTD stock overview
- TTD income statement
- TTD valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.