APP vs. ORCL: AppLovin vs. Oracle Stock Comparison

June 28, 2026

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 Item	APP	ORCL
Name	AppLovin Corporation Class A Common Stock	Oracle Corporation
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	160.27 billion USD	427.84 billion USD
Currency	USD	USD
Exchange	Nasdaq	NYSE
Listing Date	April 15, 2021	March 12, 1986
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

APP

ORCL

AppLovin (APP) vs. Oracle (ORCL): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

Loading price history…

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

Performance Metrics

Price performance metrics for AppLovin (APP) and Oracle (ORCL)
Metric	APP	ORCL
Total Return (1Y)	37.31%	-29.51%

Risk Profile

Drawdown History

APP

ORCL

AppLovin (APP) vs. Oracle (ORCL): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Risk Metrics

Risk profile metrics for AppLovin (APP) and Oracle (ORCL)
Metric	APP	ORCL
Volatility (1Y, Annualized)	71.28%	64.94%
Beta (5Y)	2.51	1.76
Avg. Volume (3M)	4.88M	27.22M

Risk-Adjusted Performance

Risk-Return Positioning

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.

Profitability

ROE (TTM)

Both companies show strong equity returns, but AppLovin (APP) at 266.44% is the standout with ROE above its industry range; Oracle (ORCL) at 53.38% also sits in the top quartile.

APP

Software & Services industry group

266.44%

APP: 266.44%
Max: 53.38%
Q3: 16.53%
Median: 5.38%
Q1: -13.43%
Min: -55.27%

ORCL

Software & Services industry group

53.38%

ORCL: 53.38%
Max: 53.38%
Q3: 16.53%
Median: 5.38%
Q1: -13.43%
Min: -55.27%

AppLovin (APP) vs. Oracle (ORCL): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

AppLovin (APP) at 64.29% keeps the most of each sales dollar — above its industry’s net margin range — and Oracle (ORCL) at 25.37% also retains a top-quartile share.

APP

Software & Services industry group

64.29%

APP: 64.29%
Max: 44.20%
Q3: 14.93%
Median: 3.32%
Q1: -5.99%
Min: -34.99%

ORCL

Software & Services industry group

25.37%

Max: 44.20%
ORCL: 25.37%
Q3: 14.93%
Median: 3.32%
Q1: -5.99%
Min: -34.99%

AppLovin (APP) vs. Oracle (ORCL): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

AppLovin (APP) at 78.15% shows unusually strong operating efficiency — above its industry’s operating margin range — and Oracle (ORCL) at 36.20% also operates in the top quartile.

APP

Software & Services industry group

78.15%

APP: 78.15%
Max: 60.45%
Q3: 16.49%
Median: 4.46%
Q1: -12.92%
Min: -53.94%

ORCL

Software & Services industry group

36.20%

Max: 60.45%
ORCL: 36.20%
Q3: 16.49%
Median: 4.46%
Q1: -12.92%
Min: -53.94%

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)
Metric	APP	ORCL
ROE (TTM)	266.44%	53.38%
ROA (TTM)	44.24%	6.51%
Net Margin (TTM)	64.29%	25.37%
Operating Margin (TTM)	78.15%	36.20%
Gross Margin (TTM)	88.37%	65.82%

Growth

Revenue Growth

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

Revenue Growth Metrics

Revenue growth metrics for AppLovin (APP) and Oracle (ORCL)
Metric	APP	ORCL
Revenue Growth (YoY)	69.99%	17.35%
Revenue Growth (3Y CAGR)	24.84%	10.48%

EPS Growth

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

EPS Growth Metrics

EPS growth metrics for AppLovin (APP) and Oracle (ORCL)
Metric	APP	ORCL
EPS Growth (YoY)	115.23%	34.33%
EPS Growth (3Y CAGR)	--	23.84%

Financial Strength

Current Ratio (MRQ)

Oracle (ORCL) at 1.12 keeps current ratio within its industry’s typical mid-range, while AppLovin (APP) at 3.24 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

3.24

Max: 5.55
APP: 3.24
Q3: 2.88
Median: 1.72
Q1: 1.07
Min: 0.03

ORCL

Software & Services industry group

1.12

Max: 5.55
Q3: 2.88
Median: 1.72
ORCL: 1.12
Q1: 1.07
Min: 0.03

AppLovin (APP) vs. Oracle (ORCL): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

Both balance sheets lean debt-heavy versus peers, but ORCL is more stretched: AppLovin (APP) at 1.63 sits in the higher-leverage quartile and Oracle (ORCL) at 3.89 is above its industry benchmark range.

APP

Software & Services industry group

1.63

Max: 2.31
APP: 1.63
Q3: 1.06
Median: 0.32
Q1: 0.06
Min: 0.00

ORCL

Software & Services industry group

3.89

ORCL: 3.89
Max: 2.31
Q3: 1.06
Median: 0.32
Q1: 0.06
Min: 0.00

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)
Metric	APP	ORCL
Current Ratio (MRQ)	3.24	1.12
Debt / Equity (MRQ)	1.63	3.89
Net Debt / EBITDA	0.22	4.44

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 1.31%, 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

1.31%

ORCL: 1.31%
Max: 0.00%
Q3: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

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 34.31%, 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

34.31%

ORCL: 34.31%
Max: 0.00%
Q3: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

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)
Metric	APP	ORCL
Dividend Yield (TTM)	0.00%	1.31%
Dividend Payout Ratio (TTM)	0.00%	34.31%

Valuation

P/E Ratio (TTM)

Both AppLovin (APP) at 41.49 and Oracle (ORCL) at 25.43 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

APP

Software & Services industry group

41.49

Max: 114.57
Q3: 59.78
APP: 41.49
Median: 29.42
Q1: 16.20
Min: 0.40

ORCL

Software & Services industry group

25.43

Max: 114.57
Q3: 59.78
Median: 29.42
ORCL: 25.43
Q1: 16.20
Min: 0.40

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 6.35 prices around its industry’s typical P/S ratio, while AppLovin (APP) at 26.00 clears its benchmark range — APP looks notably rich on sales.

APP

Software & Services industry group

26.00

APP: 26.00
Max: 17.86
Q3: 8.79
Median: 4.10
Q1: 2.13
Min: 0.03

ORCL

Software & Services industry group

6.35

Max: 17.86
Q3: 8.79
ORCL: 6.35
Median: 4.10
Q1: 2.13
Min: 0.03

AppLovin (APP) vs. Oracle (ORCL): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

Both look rich against book: Oracle (ORCL) at 12.73 sits in the upper P/B ratio quartile, and AppLovin (APP) at 67.88 prices even higher, above its industry range.

APP

Software & Services industry group

67.88

APP: 67.88
Max: 17.72
Q3: 8.62
Median: 3.82
Q1: 1.97
Min: -7.65

ORCL

Software & Services industry group

12.73

Max: 17.72
ORCL: 12.73
Q3: 8.62
Median: 3.82
Q1: 1.97
Min: -7.65

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)
Metric	APP	ORCL
P/E Ratio (TTM)	41.49	25.43
P/S Ratio (TTM)	26.00	6.35
P/B Ratio (MRQ)	67.88	12.73
Free Cash Flow Yield (TTM)	1.98%	-5.74%