Comprehensive Stock Comparison
Compare AppLovin Corporation (APP) vs ZoomInfo Technologies Inc. (GTM) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | APP | 16.4% revenue growth vs GTM's 2.9% |
| Value | GTM | Lower P/E (5.6x vs 28.0x) |
| Quality / Margins | APP | 60.8% net margin vs GTM's 9.9% |
| Stability / Safety | GTM | Beta 1.81 vs APP's 2.17, lower leverage |
| Dividends | Tie | Neither pays a meaningful dividend |
| Momentum (1Y) | APP | +33.5% vs GTM's -46.7% |
| Efficiency (ROA) | APP | 45.9% ROA vs GTM's 1.9%, ROIC 87.8% vs 5.6% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
AppLovin operates a software platform that helps mobile app developers market and monetize their apps through advertising technology. It generates revenue primarily from its software platform segment — which includes marketing solutions like AppDiscovery and analytics tools like Adjust — accounting for roughly 80% of total revenue, with the remainder coming from its apps segment. The company's key advantage is its AI-powered advertising engine that optimizes ad placements across its vast network of mobile apps, creating a data-driven flywheel effect.
ZoomInfo is a go-to-market intelligence platform that provides comprehensive data on companies and professionals for sales, marketing, and recruiting teams. It generates revenue primarily through subscription-based access to its cloud platform—with tiered pricing for different organizational sizes—and additional fees for premium data and workflow tools. The company's competitive advantage lies in its massive, continuously updated database of business contacts and buying signals—a network effect that becomes more valuable as more users contribute data.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
APP leads in 3 of 6 categories (Financial Metrics, Profitability & Efficiency). GTM leads in 1 (Valuation Metrics). 1 tied.
Financial Metrics (TTM)
APP is the larger business by revenue, generating $5.5B annually — 4.4x GTM's $1.2B. APP is the more profitable business, keeping 60.8% of every revenue dollar as net income compared to GTM's 9.9%. On growth, GTM holds the edge at +3.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | APPAppLovin Corporat… | GTMZoomInfo Technolo… |
|---|---|---|
| RevenueTrailing 12 months | $5.5B | $1.2B |
| EBITDAEarnings before interest/tax | $4.3B | $280M |
| Net IncomeAfter-tax profit | $3.3B | $124M |
| Free Cash FlowCash after capex | $4.0B | $389M |
| Gross MarginGross profit ÷ Revenue | +87.9% | +84.8% |
| Operating MarginEBIT ÷ Revenue | +75.8% | +18.1% |
| Net MarginNet income ÷ Revenue | +60.8% | +9.9% |
| FCF MarginFCF ÷ Revenue | +72.5% | +31.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | -2.9% | +3.2% |
| EPS Growth (YoY)Latest quarter vs prior year | +87.3% | +175.0% |
Valuation Metrics
At 15.9x trailing earnings, GTM trades at a 64% valuation discount to APP's 44.6x P/E. On an enterprise value basis, GTM's 11.3x EV/EBITDA is more attractive than APP's 31.0x.
| Metric | APPAppLovin Corporat… | GTMZoomInfo Technolo… |
|---|---|---|
| Market CapShares × price | $133.9B | $1.9B |
| Enterprise ValueMkt cap + debt − cash | $134.9B | $3.5B |
| Trailing P/EPrice ÷ TTM EPS | 44.59x | 15.92x |
| Forward P/EPrice ÷ next-FY EPS est. | 28.00x | 5.59x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 31.05x | 11.26x |
| Price / SalesMarket cap ÷ Revenue | 24.43x | 1.53x |
| Price / BookPrice ÷ Book value/share | 69.65x | 1.30x |
| Price / FCFMarket cap ÷ FCF | 33.72x | 4.91x |
Profitability & Efficiency
APP delivers a 156.2% return on equity — every $100 of shareholder capital generates $156 in annual profit, vs $8 for GTM. GTM carries lower financial leverage with a 1.20x debt-to-equity ratio, signaling a more conservative balance sheet compared to APP's 1.66x. On the Piotroski fundamental quality scale (0–9), APP scores 8/9 vs GTM's 7/9, reflecting strong financial health.
| Metric | APPAppLovin Corporat… | GTMZoomInfo Technolo… |
|---|---|---|
| ROE (TTM)Return on equity | +156.2% | +8.2% |
| ROA (TTM)Return on assets | +45.9% | +1.9% |
| ROICReturn on invested capital | +87.8% | +5.6% |
| ROCEReturn on capital employed | +77.3% | +3.9% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 7 |
| Debt / EquityFinancial leverage | 1.66x | 1.20x |
| Net DebtTotal debt minus cash | $1.1B | $75M |
| Cash & Equiv.Liquid assets | $2.5B | $176M |
| Total DebtShort + long-term debt | $3.5B | $1.8B |
| Interest CoverageEBIT ÷ Interest expense | 20.06x | 5.56x |
Total Returns (with DRIP)
A $10,000 investment in APP five years ago would be worth $66,683 today (with dividends reinvested), compared to $1,101 for GTM. Over the past 12 months, APP leads with a +33.5% total return vs GTM's -46.7%. The 3-year compound annual growth rate (CAGR) favors APP at 2.2% vs GTM's -36.4% — a key indicator of consistent wealth creation.
| Metric | APPAppLovin Corporat… | GTMZoomInfo Technolo… |
|---|---|---|
| YTD ReturnYear-to-date | -29.7% | -35.4% |
| 1-Year ReturnPast 12 months | +33.5% | -46.7% |
| 3-Year ReturnCumulative with dividends | +3120.5% | -74.3% |
| 5-Year ReturnCumulative with dividends | +566.8% | -89.0% |
| 10-Year ReturnCumulative with dividends | +566.8% | -81.7% |
| CAGR (3Y)Annualised 3-year return | +2.2% | -36.4% |
Risk & Volatility
GTM is the less volatile stock with a 1.81 beta — it tends to amplify market swings less than APP's 2.17 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. APP currently trades 58.3% from its 52-week high vs GTM's 49.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | APPAppLovin Corporat… | GTMZoomInfo Technolo… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.17x | 1.81x |
| 52-Week HighHighest price in past year | $745.61 | $12.51 |
| 52-Week LowLowest price in past year | $200.50 | $5.77 |
| % of 52W HighCurrent price vs 52-week peak | +58.3% | +49.6% |
| RSI (14)Momentum oscillator 0–100 | 47.7 | 34.9 |
| Avg Volume (50D)Average daily shares traded | 5.2M | 6.6M |
Analyst Outlook
Wall Street rates APP as "Buy" and GTM as "Hold". Consensus price targets imply 58.9% upside for APP (target: $691) vs 49.6% for GTM (target: $9).
| Metric | APPAppLovin Corporat… | GTMZoomInfo Technolo… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $690.93 | $9.29 |
| # AnalystsCovering analysts | 26 | 27 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | 0 |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +1.6% | +21.5% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Apr 21 | Feb 26 | Change |
|---|---|---|---|
| AppLovin Corporation (APP) | 100 | 740.8 | +640.8% |
| ZoomInfo Technologi… (GTM) | 100 | 15.65 | -84.4% |
AppLovin Corporation (APP) returned +567% over 5 years vs ZoomInfo Technologi… (GTM)'s -89%. A $10,000 investment in APP 5 years ago would be worth $66,683 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2018 | 2025 | Change |
|---|---|---|---|
| AppLovin Corporation (APP) | $483M | $5.5B | +1033.9% |
| ZoomInfo Technologi… (GTM) | $144M | $1.2B | +765.9% |
AppLovin Corporation's revenue grew from $483M (2018) to $5.5B (2025) — a 41.5% CAGR. ZoomInfo Technologies Inc.'s revenue grew from $144M (2018) to $1.2B (2025) — a 36.1% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2018 | 2025 | Change |
|---|---|---|---|
| AppLovin Corporation (APP) | -53.8% | 60.8% | +213.1% |
| ZoomInfo Technologi… (GTM) | -19.8% | 9.9% | +150.2% |
AppLovin Corporation's net margin went from -54% (2018) to 61% (2025). ZoomInfo Technologies Inc.'s net margin went from -20% (2018) to 10% (2025).
Chart 4P/E Ratio History — 5 Years
| Stock | 2021 | 2025 | Change |
|---|---|---|---|
| AppLovin Corporation (APP) | 40.7 | 69.1 | +69.8% |
| ZoomInfo Technologi… (GTM) | 214 | 26.1 | -87.8% |
AppLovin Corporation has traded in a 41x–72x P/E range over 3 years; current trailing P/E is ~45x. ZoomInfo Technologies Inc. has traded in a 26x–214x P/E range over 5 years; current trailing P/E is ~16x.
Chart 5EPS Growth — 10 Years
| Stock | 2018 | 2025 | Change |
|---|---|---|---|
| AppLovin Corporation (APP) | -1.37 | 9.75 | +811.7% |
| ZoomInfo Technologi… (GTM) | -0.2 | 0.39 | +295.0% |
AppLovin Corporation's EPS grew from $-1.37 (2018) to $9.75 (2025). ZoomInfo Technologies Inc.'s EPS grew from $-0.20 (2018) to $0.39 (2025).
Chart 6Free Cash Flow — 5 Years
AppLovin Corporation generated $4B FCF in 2025 (+1002% vs 2021). ZoomInfo Technologies Inc. generated $389M FCF in 2025 (+41% vs 2021).
APP vs GTM: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is APP or GTM a better buy right now?
ZoomInfo Technologies Inc. (GTM) offers the better valuation at 15.9x trailing P/E (5.6x forward), making it the more compelling value choice. Analysts rate AppLovin Corporation (APP) a "Buy" — based on 26 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — APP or GTM?
On trailing P/E, ZoomInfo Technologies Inc. (GTM) is the cheapest at 15.9x versus AppLovin Corporation at 44.6x. On forward P/E, ZoomInfo Technologies Inc. is actually cheaper at 5.6x.
03Which is the better long-term investment — APP or GTM?
Over the past 5 years, AppLovin Corporation (APP) delivered a total return of +566.8%, compared to -89.0% for ZoomInfo Technologies Inc. (GTM). A $10,000 investment in APP five years ago would be worth approximately $67K today (assuming dividends reinvested). Over 10 years, the gap is even starker: APP returned +566.8% versus GTM's -81.7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — APP or GTM?
By beta (market sensitivity over 5 years), ZoomInfo Technologies Inc. (GTM) is the lower-risk stock at 1.81β versus AppLovin Corporation's 2.17β — meaning APP is approximately 20% more volatile than GTM relative to the S&P 500. On balance sheet safety, ZoomInfo Technologies Inc. (GTM) carries a lower debt/equity ratio of 120% versus 166% for AppLovin Corporation — giving it more financial flexibility in a downturn.
05Which has better profit margins — APP or GTM?
AppLovin Corporation (APP) is the more profitable company, earning 60.8% net margin versus 9.9% for ZoomInfo Technologies Inc. — meaning it keeps 60.8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: APP leads at 75.8% versus 18.1% for GTM. At the gross margin level — before operating expenses — APP leads at 87.9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is APP or GTM more undervalued right now?
On forward earnings alone, ZoomInfo Technologies Inc. (GTM) trades at 5.6x forward P/E versus 28.0x for AppLovin Corporation — 22.4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for APP: 58.9% to $690.93.
07Which pays a better dividend — APP or GTM?
None of the stocks in this comparison currently pay a material dividend. All are effectively zero-yield and should be held for capital appreciation rather than income.
08Is APP or GTM better for a retirement portfolio?
For long-horizon retirement investors, AppLovin Corporation (APP) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+566.8% 10Y return). ZoomInfo Technologies Inc. (GTM) carries a higher beta of 1.81 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (APP: +566.8%, GTM: -81.7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between APP and GTM?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. In terms of investment character: APP is a mid-cap quality compounder stock; GTM is a small-cap deep-value stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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