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APP vs. ORCL: AppLovin vs. Oracle Stock Comparison

How do AppLovin (APP) and Oracle (ORCL) 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 Oracle (ORCL) both belong to the Software industry, though APP is classified under Application Software while ORCL falls under Systems Software.

Oracle (ORCL) has more than two decades of public-market history since March 12, 1986, whereas AppLovin (APP) listed on April 15, 2021 and has a much shorter record to draw on.

Company profile comparison for AppLovin (APP) and Oracle (ORCL)
Profile ItemAPPORCL
NameAppLovin Corporation Class A Common StockOracle Corporation
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustrySoftwareSoftware
GICS Sub-IndustryApplication SoftwareSystems Software
Market Capitalization129.62 billion USD361.97 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateApril 15, 2021March 12, 1986
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

APP
ORCL
GSPC
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AppLovin (APP) vs. Oracle (ORCL), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for AppLovin (APP) and Oracle (ORCL). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for AppLovin (APP) and Oracle (ORCL). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for AppLovin (APP) and Oracle (ORCL)
MetricAPPORCL
Total Return (1Y)-34.71%-49.72%
Total Return (3Y, Annualized)116.87%3.11%
Total Return (5Y, Annualized)31.34%6.07%

Risk Profile

Drawdown History

APP
ORCL
GSPC
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AppLovin (APP) vs. Oracle (ORCL), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for AppLovin (APP) and Oracle (ORCL). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for AppLovin (APP) and Oracle (ORCL)
MetricAPPORCL
Volatility (1Y, Annualized)80.36%59.45%
Beta (5Y)2.251.80
Max Drawdown (5Y)-91.90%-64.58%
Avg. Volume (3M)5.33M33.24M

Risk-Adjusted Performance

Risk-Return Positioning

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APP and ORCL are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for AppLovin (APP) and Oracle (ORCL)
MetricAPPORCL
Sharpe Ratio (1Y)-0.49-0.91
Sortino Ratio (1Y)-0.69-1.29

Profitability

ROE (TTM)

Both companies show strong equity returns, but AppLovin (APP) at 210.09% is the standout with ROE above its industry range; Oracle (ORCL) at 41.19% 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%

ORCL

Software & Services industry group

41.19%

Max
53.85%
ORCL
41.19%
Q3
17.90%
Median
6.59%
Q1
-9.59%
Min
-50.52%
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AppLovin (APP) vs. Oracle (ORCL): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

AppLovin (APP) at 65.89% keeps the most of each sales dollar — above its industry’s net margin range — and Oracle (ORCL) at 26.36% 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%

ORCL

Software & Services industry group

26.36%

Max
41.17%
ORCL
26.36%
Q3
15.28%
Median
4.63%
Q1
-5.42%
Min
-33.17%
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AppLovin (APP) vs. Oracle (ORCL): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

AppLovin (APP) at 78.22% shows unusually strong operating efficiency — above its industry’s operating margin range — and Oracle (ORCL) at 35.63% 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%

ORCL

Software & Services industry group

35.63%

Max
46.89%
ORCL
35.63%
Q3
17.64%
Median
8.73%
Q1
-2.13%
Min
-30.45%
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AppLovin (APP) vs. Oracle (ORCL): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for AppLovin (APP) and Oracle (ORCL)
MetricAPPORCL
ROE (TTM)210.09%41.19%
ROA (TTM)49.57%6.36%
Net Margin (TTM)65.89%26.36%
Operating Margin (TTM)78.22%35.63%
Gross Margin (TTM)88.78%63.96%

Growth

Revenue Growth

AppLovin (APP) at 69.99% clears its industry range for revenue growth, far stronger top-line momentum than Oracle (ORCL) at 17.35%, which is closer to a typical peer reading.

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AppLovin (APP) vs. Oracle (ORCL): A comparison of their Revenue Growth across different time periods.

EPS Growth

AppLovin (APP) at 115.23% sits in the top EPS growth quartile, while Oracle (ORCL) at 34.33% is closer to the peer norm — faster per-share earnings growth for APP.

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AppLovin (APP) vs. Oracle (ORCL): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for AppLovin (APP) and Oracle (ORCL)
MetricAPPORCL
Revenue Growth (YoY)69.99%17.35%
Revenue Growth (3Y CAGR)24.84%10.48%
EPS Growth (YoY)115.23%34.33%
EPS Growth (3Y CAGR)--23.84%

Financial Strength

Current Ratio (MRQ)

Oracle (ORCL) at 1.17 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

ORCL

Software & Services industry group

1.17

Max
5.11
Q3
2.77
Median
1.67
ORCL
1.17
Q1
1.01
Min
0.03
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AppLovin (APP) vs. Oracle (ORCL): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

AppLovin (APP) at 1.07 carries an industry-typical debt-to-equity mix, while Oracle (ORCL) at 2.52 uses more debt funding than most peers.

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

ORCL

Software & Services industry group

2.52

ORCL
2.52
Max
2.52
Q3
1.13
Median
0.40
Q1
0.07
Min
0.00
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AppLovin (APP) vs. Oracle (ORCL): A comparison of their debt-to-equity ratio against the Software & Services industry group benchmark.

Financial Strength Metrics

Financial strength metrics for AppLovin (APP) and Oracle (ORCL)
MetricAPPORCL
Current Ratio (MRQ)3.811.17
Debt / Equity (MRQ)1.072.52
Net Debt / EBITDA0.063.84

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 Oracle (ORCL) reports a yield of 1.74%, 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%

ORCL

Software & Services industry group

1.74%

ORCL
1.74%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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AppLovin (APP) vs. Oracle (ORCL): A comparison of their dividend yield against the Software & Services industry group benchmark.

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 Oracle (ORCL) reports a payout of 31.35%, 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%

ORCL

Software & Services industry group

31.35%

ORCL
31.35%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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AppLovin (APP) vs. Oracle (ORCL): A comparison of their payout ratio against the Software & Services industry group benchmark.

Dividend Metrics

Dividend metrics for AppLovin (APP) and Oracle (ORCL)
MetricAPPORCL
Dividend Yield (TTM)0.00%1.74%
Dividend Payout Ratio (TTM)0.00%31.35%

Valuation

P/E Ratio (TTM)

Oracle (ORCL) at 18.20 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 ORCL, 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

ORCL

Software & Services industry group

18.20

Max
112.94
Q3
60.32
Median
32.91
Q1
18.77
ORCL
18.20
Min
6.69
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AppLovin (APP) vs. Oracle (ORCL): A comparison of their P/E ratio against the Software & Services industry group benchmark.

P/S Ratio (TTM)

Oracle (ORCL) at 5.04 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

ORCL

Software & Services industry group

5.04

Max
17.91
Q3
8.78
ORCL
5.04
Median
4.25
Q1
2.23
Min
0.02
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AppLovin (APP) vs. Oracle (ORCL): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

Oracle (ORCL) at 5.68 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.

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

ORCL

Software & Services industry group

5.68

Max
16.63
Q3
8.50
ORCL
5.68
Median
4.30
Q1
1.92
Min
-3.90
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AppLovin (APP) vs. Oracle (ORCL): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for AppLovin (APP) and Oracle (ORCL)
MetricAPPORCL
P/E Ratio (TTM)26.3418.20
P/S Ratio (TTM)17.045.04
P/B Ratio (MRQ)39.295.68
Free Cash Flow Yield (TTM)2.87%-12.67%