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APPAppLovin Corporation
$328.73$110.4B
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  4. Financial Ratios

AppLovin Corporation (APP) Financial Ratios

Latest Ratios: P/E Ratio 33.7x · EV/EBITDA 25.6x · ROE 206.8%. (2018–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

APP Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Market Cap$110.4B$230.4B$112.6B$14.4B$3.9B$32.3B———
Enterprise Value$111.5B$231.5B$115.4B$17.1B$6.1B$34.1B———
P/E Ratio →33.7269.1171.4940.66—1013.55———
P/S Ratio20.1542.0434.937.851.3911.57———
P/B Ratio52.66107.94103.3511.502.0615.11———
P/FCF28.0158.4453.7813.679.4989.63———
P/OCF27.8158.0353.6613.619.4889.29———

P/E links to full P/E history page with 30-year chart

APP EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
EV / Revenue—42.2435.819.302.1712.22———
EV / EBITDA25.6553.2648.9313.5812.2458.72———
EV / EBIT26.8555.6559.8422.09—228.25———
EV / FCF—58.7155.1316.2014.8394.65———

APP Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Gross Margin87.9%87.9%83.9%80.6%55.4%64.6%61.7%75.7%88.9%
Operating Margin75.8%75.8%59.3%41.9%-1.7%5.4%-4.3%19.6%50.2%
Net Profit Margin60.8%60.8%49.0%19.4%-6.8%1.3%-8.6%12.0%-53.8%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
ROE206.8%206.8%134.7%22.6%-9.5%3.6%———
ROA50.8%50.8%28.1%6.4%-3.2%0.9%-7.5%13.7%-48.4%
ROIC87.8%87.8%36.6%14.4%-0.9%4.4%-5.3%42.6%128.4%
ROCE77.3%77.3%41.4%16.0%-0.9%4.2%-4.9%28.0%57.3%

APP Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Debt / Equity1.661.663.262.531.721.56———
Debt / EBITDA0.820.821.512.526.575.738.794.163.08
Net Debt / Equity—0.502.582.131.160.85———
Net Debt / EBITDA0.240.241.192.124.413.117.152.782.01
Debt / FCF—0.271.342.535.345.026.284.103.78
Interest Coverage20.0920.096.082.83-0.191.45-0.742.71—

APP Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Current Ratio3.323.322.191.713.355.051.112.453.58
Quick Ratio3.323.322.191.713.355.051.112.453.58
Cash Ratio1.861.860.700.531.872.380.531.662.42
Asset Turnover—0.750.550.340.480.450.670.830.90
Inventory Turnover—————————
Days Sales Outstanding—121.16160.11189.0391.0667.2474.7059.2492.47

APP Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Dividend Yield—————————
Payout Ratio—————————

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Earnings Yield3.0%1.4%1.4%2.5%—0.1%———
FCF Yield3.6%1.7%1.9%7.3%10.5%1.1%———
Buyback Yield2.0%1.0%0.9%8.0%8.7%0.0%———
Total Shareholder Yield2.0%1.0%0.9%8.0%8.7%0.0%———
Shares Outstanding—$342M$348M$363M$372M$343M$215M$212M$190M

Key Metrics

Growth RegimeAccelerating
ProfitabilityStrong
Balance SheetHealthy
Cash FlowRobust
Top Statement Risk

Revenue concentration and sustainability

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

Margins Approach Software Ceiling

AppLovin's gross margin reached 88.3% in 2026Q2, up from 76.7% in 2024Q4, while operating margin expanded to 77.7%, according to the latest quarterly report, reflecting a structural shift toward high-margin software revenue.

The sequential expansion in operating margin from 44.3% in 2024Q4 to 77.7% in 2026Q2 is extraordinary, driven by a combination of gross margin improvement and disciplined cost control, with R&D and SG&A falling to 5.3% and 5.5% of revenue, respectively. This suggests that the company has achieved a level of operating leverage that is rare even among software peers, but investors should monitor whether such margins are sustainable as competition intensifies or as revenue mix shifts. The net margin of 65.8% in 2026Q2, while slightly below the prior quarter's 66.5%, remains exceptionally high, indicating that the company is converting a large portion of revenue into bottom-line profit.

ROIC Surges on Efficiency Gains

ROIC climbed from 6.5% in 2024Q1 to 33.2% in 2026Q2, according to reported figures, as the company's asset-light model and margin expansion drove a fivefold increase in capital efficiency over the period.

The dramatic improvement in ROIC is primarily a function of margin expansion rather than asset turnover, which remained relatively stable at around 0.24. This indicates that the company is generating significantly more operating profit per dollar of invested capital, a trend that is also reflected in ROE rising from 23.4% to 45.8% over the same period. The sustainability of this return profile depends on the company's ability to maintain its competitive moat and continue growing revenue without requiring proportional increases in capital, which appears plausible given the minimal capex requirements of its software model.

Working Capital Swings Cloud Efficiency

DSO improved to 98 days in 2026Q2 from 135 days in 2024Q2, while DPO extended to 298 days, according to the latest balance sheet data, suggesting enhanced working capital management despite a negative CCC that remains unquantified.

The improvement in DSO indicates that the company is collecting receivables faster, which is a positive sign for cash flow, but the extension of DPO to 298 days suggests that AppLovin is leveraging its supplier relationships to hold onto cash longer. However, the cash conversion cycle is not calculable due to missing inventory data, which is typical for a software company, but the working capital swings observed in the cash flow statement—such as the $473 million swing between 2025Q4 and 2026Q2—highlight that efficiency metrics can be volatile. Investors should focus on the trend in DSO and DPO rather than quarter-to-quarter fluctuations, as these are more indicative of the company's structural working capital position.

Deleveraging Accelerates via Equity Growth

D/E fell from 4.64 in 2024Q1 to 1.11 in 2026Q2, while interest coverage improved to 30.4x, according to the latest balance sheet, as equity grew 4.2x to $3.2B, reducing financial risk.

The rapid deleveraging is driven by retained earnings growth rather than debt repayment, as total debt remained flat at $3.5B. This suggests that the company is using its strong profitability to build equity, which has improved its debt-to-EBITDA ratio from 7.80 to 2.26 over the same period. The interest coverage of 30.4x indicates that debt service is highly comfortable, but investors should note that the company's leverage is still moderate, and any future acquisition or buyback could increase debt levels. The improvement in coverage ratios provides a cushion, but the sustainability of this trend depends on continued earnings growth.

Liquidity Cushion Strengthens Substantially

Current ratio improved to 4.30 in 2026Q2 from 2.11 in 2024Q1, with cash growing to $3.1B, according to the latest balance sheet, providing a robust buffer against operational or market stress.

The current ratio of 4.30 is well above the 2.0 threshold typically considered healthy, and the quick ratio is identical, indicating that the company has no inventory dependence. This liquidity position is further supported by strong free cash flow generation, with FCF margin of 45.2% in 2026Q2, which suggests that the company can self-fund its operations and growth initiatives. However, the working capital swings observed in the cash flow statement could temporarily pressure liquidity, but the substantial cash balance mitigates this risk. Investors should monitor whether the company deploys this cash into acquisitions or buybacks, which could alter the liquidity profile.

P/E Misleads on Hypergrowth

The trailing P/E of 35.6 appears elevated, but forward P/E of 21.7, based on reported figures, suggests the market is pricing in continued earnings growth, making P/E less informative for this high-growth software company.

The most commonly misapplied ratio for AppLovin is the trailing P/E, which fails to capture the company's rapid earnings acceleration. With net income growing significantly year-over-year, the forward P/E of 21.7 is more indicative of the company's valuation, but even this may understate the potential if growth continues at the current pace. A better metric is EV/EBITDA, which at 27.05 is still high but reflects the company's strong EBITDA generation. Investors should also consider P/FCF of 29.55, which is more relevant given the company's high cash conversion and minimal capex. The PEG ratio is unavailable, but given the growth rate, the stock may appear more reasonably valued on a growth-adjusted basis.

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Includes 30+ ratios · 8 years · Updated daily

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APP — Frequently Asked Questions

Quick answers to the most common questions about buying APP stock.

What is AppLovin Corporation's P/E ratio?

AppLovin Corporation's current P/E ratio is 33.7x. The historical average is 60.4x.

What is AppLovin Corporation's EV/EBITDA?

AppLovin Corporation's current EV/EBITDA is 25.6x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 37.3x.

What is AppLovin Corporation's ROE?

AppLovin Corporation's return on equity (ROE) is 206.8%. This is above the typical threshold of 15-20% considered good for most companies. The historical average is 71.6%.

Is APP stock overvalued?

Based on historical data, AppLovin Corporation is trading at a P/E of 33.7x. Compare with industry peers and growth rates for a complete picture.

What are AppLovin Corporation's profit margins?

AppLovin Corporation has 87.9% gross margin and 75.8% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does AppLovin Corporation have?

AppLovin Corporation's Debt/EBITDA ratio is 0.8x, indicating low leverage. A ratio below 2x is generally considered financially healthy.