APP vs. SAP: AppLovin vs. SAP Stock Comparison

Company Profile

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

SAP (SAP) has more than two decades of public-market history since September 18, 1995, 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 SAP (SAP) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

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 SAP (SAP) is closer to market-like at 1.09 — a noticeable difference in market-sensitivity profile.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both companies show strong equity returns, but AppLovin (APP) at 210.09% is the standout with ROE above its industry range; SAP (SAP) at 18.18% also sits in the top quartile.

AppLovin (APP) at 65.89% keeps the most of each sales dollar — above its industry’s net margin range — and SAP (SAP) at 20.41% also retains a top-quartile share.

AppLovin (APP) at 78.22% shows unusually strong operating efficiency — above its industry’s operating margin range — and SAP (SAP) at 29.50% also operates in the top quartile.

Profitability Metrics

Growth

AppLovin (APP) at 69.99% clears its industry range for revenue growth, far stronger top-line momentum than SAP (SAP) at 7.68%, which is closer to a typical peer reading.

Both AppLovin (APP) at 115.23% and SAP (SAP) at 130.19% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.

Growth Metrics

Financial Strength

SAP (SAP) at 1.16 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.

Both AppLovin (APP) at 1.07 and SAP (SAP) at 0.23 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

Financial Strength Metrics

Dividends

AppLovin (APP) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile SAP (SAP) reports a yield of 1.03%, ranking against industry peers normally.

AppLovin (APP) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile SAP (SAP) reports a payout of 36.45%, ranking against industry peers normally.

Dividend Metrics

Valuation

Both AppLovin (APP) at 26.34 and SAP (SAP) at 29.07 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

SAP (SAP) at 6.84 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.

Measured against book value, both AppLovin (APP) at 39.29 and SAP (SAP) at 73.25 look expensive — each P/B ratio sits above its industry’s benchmark range.

Valuation Metrics