APP vs. INFY: AppLovin vs. Infosys Stock Comparison
How do AppLovin (APP) and Infosys (INFY) 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 Infosys (INFY) both fall under the Software & Services industry group, but APP is classified in Software while INFY is classified in IT Services.
Infosys (INFY) has more than two decades of public-market history since March 11, 1999, whereas AppLovin (APP) listed on April 15, 2021 and has a much shorter record to draw on.
AppLovin (APP) trades as ordinary local shares, while Infosys (INFY) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.
| Profile Item | APP | INFY |
|---|---|---|
| Name | AppLovin Corporation Class A Common Stock | Infosys Ltd. ADR |
| Country/Region | United States | India |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Software & Services | Software & Services |
| GICS Industry | Software | IT Services |
| GICS Sub-Industry | Application Software | IT Consulting & Other Services |
| Market Capitalization | 129.62 billion USD | 50.63 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | April 15, 2021 | March 11, 1999 |
| Security Type | Common Stock | ADR |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | APP | INFY |
|---|---|---|
| Total Return (1Y) | -34.71% | -23.13% |
| Total Return (3Y, Annualized) | 116.87% | -6.27% |
| Total Return (5Y, Annualized) | 31.34% | -9.51% |
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 Infosys (INFY) is closer to market-like at 0.87 — a noticeable difference in market-sensitivity profile.
| Metric | APP | INFY |
|---|---|---|
| Volatility (1Y, Annualized) | 80.36% | 42.11% |
| Beta (5Y) | 2.25 | 0.87 |
| Max Drawdown (5Y) | -91.90% | -54.40% |
| Avg. Volume (3M) | 5.33M | 18.20M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | APP | INFY |
|---|---|---|
| Sharpe Ratio (1Y) | -0.49 | -0.65 |
| Sortino Ratio (1Y) | -0.69 | -0.91 |
Profitability
ROE (TTM)
Both companies show strong equity returns, but AppLovin (APP) at 210.09% is the standout with ROE above its industry range; Infosys (INFY) at 29.95% also sits in the top quartile.
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%
INFY
Software & Services industry group
29.95%
- Max
- 53.85%
- INFY
- 29.95%
- Q3
- 17.90%
- Median
- 6.59%
- Q1
- -9.59%
- Min
- -50.52%
Net Margin (TTM)
AppLovin (APP) at 65.89% keeps the most of each sales dollar — above its industry’s net margin range — and Infosys (INFY) at 16.22% also retains a top-quartile share.
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%
INFY
Software & Services industry group
16.22%
- Max
- 41.17%
- INFY
- 16.22%
- Q3
- 15.28%
- Median
- 4.63%
- Q1
- -5.42%
- Min
- -33.17%
Operating Margin (TTM)
AppLovin (APP) at 78.22% shows unusually strong operating efficiency — above its industry’s operating margin range — and Infosys (INFY) at 20.97% also operates in the top quartile.
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%
INFY
Software & Services industry group
20.97%
- Max
- 46.89%
- INFY
- 20.97%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
Profitability Metrics
| Metric | APP | INFY |
|---|---|---|
| ROE (TTM) | 210.09% | 29.95% |
| ROA (TTM) | 49.57% | 16.15% |
| Net Margin (TTM) | 65.89% | 16.22% |
| Operating Margin (TTM) | 78.22% | 20.97% |
| Gross Margin (TTM) | 88.78% | 29.75% |
Growth
Revenue Growth
AppLovin (APP) at 69.99% delivers above-range revenue growth, while Infosys (INFY) at 4.57% falls into the bottom quartile — a wide split in revenue momentum.
EPS Growth
AppLovin (APP) at 115.23% sits in the top EPS growth quartile, while Infosys (INFY) at 5.26% is closer to the peer norm — faster per-share earnings growth for APP.
Growth Metrics
| Metric | APP | INFY |
|---|---|---|
| Revenue Growth (YoY) | 69.99% | 4.57% |
| Revenue Growth (3Y CAGR) | 24.84% | 3.44% |
| EPS Growth (YoY) | 115.23% | 5.26% |
| EPS Growth (3Y CAGR) | -- | 4.06% |
Financial Strength
Current Ratio (MRQ)
Infosys (INFY) at 1.97 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
INFY
Software & Services industry group
1.97
- Max
- 5.11
- Q3
- 2.77
- INFY
- 1.97
- Median
- 1.67
- Q1
- 1.01
- Min
- 0.03
Debt / Equity (MRQ)
Both AppLovin (APP) at 1.07 and Infosys (INFY) at 0.09 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
INFY
Software & Services industry group
0.09
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- INFY
- 0.09
- Q1
- 0.07
- Min
- 0.00
Financial Strength Metrics
| Metric | APP | INFY |
|---|---|---|
| Current Ratio (MRQ) | 3.81 | 1.97 |
| Debt / Equity (MRQ) | 1.07 | 0.09 |
| Net Debt / EBITDA | 0.06 | -0.63 |
Dividends
Dividend Yield (TTM)
AppLovin (APP) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Infosys (INFY) reports a yield of 4.14%, ranking against industry peers normally.
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%
INFY
Software & Services industry group
4.14%
- INFY
- 4.14%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
AppLovin (APP) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Infosys (INFY) reports a payout of 65.45%, ranking against industry peers normally.
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%
INFY
Software & Services industry group
65.45%
- INFY
- 65.45%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | APP | INFY |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 4.14% |
| Dividend Payout Ratio (TTM) | 0.00% | 65.45% |
Valuation
P/E Ratio (TTM)
Infosys (INFY) at 15.43 sits in the cheaper P/E ratio quartile, while AppLovin (APP) at 26.34 is closer to its industry’s usual earnings multiple — a discount for INFY, though growth and earnings durability still matter.
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
INFY
Software & Services industry group
15.43
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- INFY
- 15.43
- Min
- 6.69
P/S Ratio (TTM)
Infosys (INFY) at 2.49 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.
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
INFY
Software & Services industry group
2.49
- Max
- 17.91
- Q3
- 8.78
- Median
- 4.25
- INFY
- 2.49
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
Both look rich against book: Infosys (INFY) at 9.80 sits in the upper P/B ratio quartile, and AppLovin (APP) at 39.29 prices even higher, above its industry 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
INFY
Software & Services industry group
9.80
- Max
- 16.63
- INFY
- 9.80
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
Valuation Metrics
| Metric | APP | INFY |
|---|---|---|
| P/E Ratio (TTM) | 26.34 | 15.43 |
| P/S Ratio (TTM) | 17.04 | 2.49 |
| P/B Ratio (MRQ) | 39.29 | 9.80 |
| Free Cash Flow Yield (TTM) | 2.87% | 6.52% |