APP vs. CRCL: AppLovin vs. Circle Internet Stock Comparison

Company Profile

AppLovin (APP) and Circle Internet (CRCL) are both classified in the Application Software sub-industry within the broader Software industry, placing them in the closest GICS peer bucket.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

AppLovin (APP) carries a highly aggressive beta of 2.25, indicating much higher sensitivity to broad-market moves, whereas Circle Internet (CRCL) is closer to market-like at 0.84 — a noticeable difference in market-sensitivity profile.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

AppLovin (APP) at 210.09% clears its industry range for ROE, a sharper capital-efficiency signal than Circle Internet (CRCL) at 13.44%, which is closer to a typical peer reading.

AppLovin (APP) at 65.89% converts revenue to bottom-line profit above its industry’s benchmark range, while Circle Internet (CRCL) at 15.28% keeps roughly the typical share for its industry.

AppLovin (APP) at 78.22% shows unusually strong operating efficiency — above its industry’s operating margin range — and Circle Internet (CRCL) at 24.09% also operates in the top quartile.

Profitability Metrics

Growth

Both AppLovin (APP) at 69.99% and Circle Internet (CRCL) at 63.86% are expanding revenue faster than their entire industry benchmark ranges for revenue growth — exceptional top-line momentum on both sides, though growth that far above the peer range is worth checking for one-off boosts such as acquisitions.

AppLovin (APP) at 115.23% sits in the top EPS growth quartile, while Circle Internet (CRCL) at -640.54% falls below its industry range — a large difference in per-share earnings trajectories.

Growth Metrics

Financial Strength

Circle Internet (CRCL) at 1.04 keeps current ratio within its industry’s typical mid-range, while AppLovin (APP) at 3.81 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.

Circle Internet (CRCL) at 0.00 keeps leverage in the lower industry quartile, while AppLovin (APP) at 1.07 runs a more typical debt-to-equity mix.

Financial Strength Metrics

Dividends

Neither AppLovin (APP) nor Circle Internet (CRCL) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

Neither AppLovin (APP) nor Circle Internet (CRCL) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

Dividend Metrics

Valuation

Both AppLovin (APP) at 26.34 and Circle Internet (CRCL) at 40.89 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

Circle Internet (CRCL) at 5.75 is priced about in line with its industry on P/S ratio, while AppLovin (APP) at 17.04 sits in the pricier quartile — APP costs more per dollar of sales.

Circle Internet (CRCL) at 4.50 sits near its industry’s typical P/B ratio, while AppLovin (APP) at 39.29 prices above its benchmark range — APP looks rich relative to book.

Valuation Metrics