APP vs. CRWD: AppLovin vs. CrowdStrike Stock Comparison
How do AppLovin (APP) and CrowdStrike (CRWD) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
AppLovin (APP) and CrowdStrike (CRWD) both belong to the Software industry, though APP is classified under Application Software while CRWD falls under Systems Software.
| Profile Item | APP | CRWD |
|---|---|---|
| Name | AppLovin Corporation Class A Common Stock | CrowdStrike Holdings, Inc. |
| Country/Region | United States | United States |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Software & Services | Software & Services |
| GICS Industry | Software | Software |
| GICS Sub-Industry | Application Software | Systems Software |
| Market Capitalization | 129.62 billion USD | 222.09 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | Nasdaq |
| Listing Date | April 15, 2021 | June 12, 2019 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | APP | CRWD |
|---|---|---|
| Total Return (1Y) | -34.71% | 66.51% |
| Total Return (3Y, Annualized) | 116.87% | 67.65% |
| Total Return (5Y, Annualized) | 31.34% | 25.12% |
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 CrowdStrike (CRWD) is closer to market-like at 1.18 — a noticeable difference in market-sensitivity profile.
| Metric | APP | CRWD |
|---|---|---|
| Volatility (1Y, Annualized) | 80.36% | 57.45% |
| Beta (5Y) | 2.25 | 1.18 |
| Max Drawdown (5Y) | -91.90% | -67.69% |
| Avg. Volume (3M) | 5.33M | 9.95M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | APP | CRWD |
|---|---|---|
| Sharpe Ratio (1Y) | -0.49 | 1.08 |
| Sortino Ratio (1Y) | -0.69 | 1.74 |
Profitability
ROE (TTM)
AppLovin (APP) at 210.09% clears its industry range for ROE, a sharper capital-efficiency signal than CrowdStrike (CRWD) at 1.46%, which is closer to a typical peer reading.
APP
Software & Services industry group
210.09%
- APP
- 210.09%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- Q1
- -9.59%
- Min
- -50.52%
CRWD
Software & Services industry group
1.46%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- CRWD
- 1.46%
- Q1
- -9.59%
- Min
- -50.52%
Net Margin (TTM)
AppLovin (APP) at 65.89% converts revenue to bottom-line profit above its industry’s benchmark range, while CrowdStrike (CRWD) at 0.83% keeps roughly the typical share for its industry.
APP
Software & Services industry group
65.89%
- APP
- 65.89%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- Q1
- -5.42%
- Min
- -33.17%
CRWD
Software & Services industry group
0.83%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- CRWD
- 0.83%
- Q1
- -5.42%
- Min
- -33.17%
Operating Margin (TTM)
CrowdStrike (CRWD) reports a negative operating margin of -2.26%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile AppLovin (APP) reports 78.22%, ranking against industry peers normally.
APP
Software & Services industry group
78.22%
- APP
- 78.22%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
CRWD
Software & Services industry group
-2.26%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- CRWD
- -2.26%
- Min
- -30.45%
Profitability Metrics
| Metric | APP | CRWD |
|---|---|---|
| ROE (TTM) | 210.09% | 1.46% |
| ROA (TTM) | 49.57% | -0.78% |
| Net Margin (TTM) | 65.89% | 0.83% |
| Operating Margin (TTM) | 78.22% | -2.26% |
| Gross Margin (TTM) | 88.78% | 75.19% |
Growth
Revenue Growth
AppLovin (APP) at 69.99% clears its industry range for revenue growth, far stronger top-line momentum than CrowdStrike (CRWD) at 21.71%, which is closer to a typical peer reading.
EPS Growth
Only one side can be read here: AppLovin (APP) reports EPS growth of 115.23%, ranked against its industry; CrowdStrike (CRWD) has no EPS growth figure this period.
Growth Metrics
| Metric | APP | CRWD |
|---|---|---|
| Revenue Growth (YoY) | 69.99% | 21.71% |
| Revenue Growth (3Y CAGR) | 24.84% | 29.01% |
| EPS Growth (YoY) | 115.23% | -- |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
CrowdStrike (CRWD) at 1.57 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.
APP
Software & Services industry group
3.81
- Max
- 5.11
- APP
- 3.81
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- Min
- 0.03
CRWD
Software & Services industry group
1.57
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- CRWD
- 1.57
- Q1
- 1.01
- Min
- 0.03
Debt / Equity (MRQ)
Both AppLovin (APP) at 1.07 and CrowdStrike (CRWD) at 0.16 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
APP
Software & Services industry group
1.07
- Max
- 2.52
- Q3
- 1.13
- APP
- 1.07
- Median
- 0.40
- Q1
- 0.07
- Min
- 0.00
CRWD
Software & Services industry group
0.16
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- CRWD
- 0.16
- Q1
- 0.07
- Min
- 0.00
Financial Strength Metrics
| Metric | APP | CRWD |
|---|---|---|
| Current Ratio (MRQ) | 3.81 | 1.57 |
| Debt / Equity (MRQ) | 1.07 | 0.16 |
| Net Debt / EBITDA | 0.06 | -39.24 |
Dividends
Dividend Yield (TTM)
Neither AppLovin (APP) nor CrowdStrike (CRWD) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
APP
Software & Services industry group
0.00%
- APP
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
CRWD
Software & Services industry group
0.00%
- CRWD
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Neither AppLovin (APP) nor CrowdStrike (CRWD) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
APP
Software & Services industry group
0.00%
- APP
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
CRWD
Software & Services industry group
0.00%
- CRWD
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | APP | CRWD |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
AppLovin (APP) at 26.34 is near its industry’s usual P/E ratio, while CrowdStrike (CRWD) at 3,615.00 sits above its peer range — an unusually expensive price for CRWD’s trailing earnings.
APP
Software & Services industry group
26.34
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- APP
- 26.34
- Q1
- 18.77
- Min
- 6.69
CRWD
Software & Services industry group
3,615.00
- CRWD
- 3,615.00
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
P/S Ratio (TTM)
Both look expensive on sales: AppLovin (APP) at 17.04 sits in the upper P/S ratio quartile, and CrowdStrike (CRWD) at 41.16 prices even higher, above its industry range.
APP
Software & Services industry group
17.04
- Max
- 17.91
- APP
- 17.04
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
CRWD
Software & Services industry group
41.16
- CRWD
- 41.16
- Max
- 17.91
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
Measured against book value, both AppLovin (APP) at 39.29 and CrowdStrike (CRWD) at 43.53 look expensive — each P/B ratio sits above its industry’s benchmark range.
APP
Software & Services industry group
39.29
- APP
- 39.29
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
CRWD
Software & Services industry group
43.53
- CRWD
- 43.53
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
Valuation Metrics
| Metric | APP | CRWD |
|---|---|---|
| P/E Ratio (TTM) | 26.34 | 3,615.00 |
| P/S Ratio (TTM) | 17.04 | 41.16 |
| P/B Ratio (MRQ) | 39.29 | 43.53 |
| Free Cash Flow Yield (TTM) | 2.87% | 0.90% |