Seek Returns logo

APP vs. TDY: A Head-to-Head Stock Comparison

Updated on

Here’s a clear look at APP and TDY, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

SymbolAPPTDY
Company NameAppLovin CorporationTeledyne Technologies Incorporated
CountryUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS IndustrySoftwareElectronic Equipment, Instruments & Components
Market Capitalization198.55 billion USD27.83 billion USD
ExchangeNasdaqGSNYSE
Listing DateApril 15, 2021November 23, 1999
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of APP and TDY by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

APP vs. TDY: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolAPPTDY
5-Day Price Return-18.31%1.29%
13-Week Price Return70.14%15.16%
26-Week Price Return107.64%19.12%
52-Week Price Return334.01%35.05%
Month-to-Date Return-18.31%1.29%
Year-to-Date Return81.27%27.90%
10-Day Avg. Volume7.59M0.28M
3-Month Avg. Volume6.91M0.35M
3-Month Volatility60.93%17.84%
Beta2.571.04

Profitability

Return on Equity (TTM)

APP

257.74%

Software Industry

Max
66.28%
Q3
21.28%
Median
9.33%
Q1
-8.77%
Min
-48.16%

APP’s Return on Equity of 257.74% is exceptionally high, placing it well beyond the typical range for the Software industry. This demonstrates a superior ability to generate profit from shareholder investments, though it could also be inflated by high financial leverage.

TDY

8.71%

Electronic Equipment, Instruments & Components Industry

Max
21.57%
Q3
13.27%
Median
8.55%
Q1
4.42%
Min
-4.21%

TDY’s Return on Equity of 8.71% is on par with the norm for the Electronic Equipment, Instruments & Components industry, indicating its profitability relative to shareholder equity is typical for the sector.

APP vs. TDY: A comparison of their Return on Equity (TTM) against their respective Software and Electronic Equipment, Instruments & Components industry benchmarks.

Net Profit Margin (TTM)

APP

45.72%

Software Industry

Max
51.92%
Q3
19.23%
Median
6.98%
Q1
-7.14%
Min
-41.00%

A Net Profit Margin of 45.72% places APP in the upper quartile for the Software industry, signifying strong profitability and more effective cost management than most of its peers.

TDY

14.54%

Electronic Equipment, Instruments & Components Industry

Max
17.31%
Q3
10.85%
Median
7.26%
Q1
3.13%
Min
-3.00%

A Net Profit Margin of 14.54% places TDY in the upper quartile for the Electronic Equipment, Instruments & Components industry, signifying strong profitability and more effective cost management than most of its peers.

APP vs. TDY: A comparison of their Net Profit Margin (TTM) against their respective Software and Electronic Equipment, Instruments & Components industry benchmarks.

Operating Profit Margin (TTM)

APP

52.02%

Software Industry

Max
60.40%
Q3
21.25%
Median
9.90%
Q1
-4.97%
Min
-43.50%

An Operating Profit Margin of 52.02% places APP in the upper quartile for the Software industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.

TDY

17.69%

Electronic Equipment, Instruments & Components Industry

Max
30.04%
Q3
15.08%
Median
9.55%
Q1
4.27%
Min
-3.83%

An Operating Profit Margin of 17.69% places TDY in the upper quartile for the Electronic Equipment, Instruments & Components industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.

APP vs. TDY: A comparison of their Operating Profit Margin (TTM) against their respective Software and Electronic Equipment, Instruments & Components industry benchmarks.

Profitability at a Glance

SymbolAPPTDY
Return on Equity (TTM)257.74%8.71%
Return on Assets (TTM)42.29%5.83%
Net Profit Margin (TTM)45.72%14.54%
Operating Profit Margin (TTM)52.02%17.69%
Gross Profit Margin (TTM)80.87%42.75%

Financial Strength

Current Ratio (MRQ)

APP

2.74

Software Industry

Max
4.29
Q3
2.37
Median
1.40
Q1
1.03
Min
0.25

APP’s Current Ratio of 2.74 is in the upper quartile for the Software industry. This signifies a strong liquidity position, suggesting the company is well-equipped to cover its immediate liabilities compared to its peers.

TDY

1.66

Electronic Equipment, Instruments & Components Industry

Max
4.57
Q3
2.85
Median
2.03
Q1
1.51
Min
0.62

TDY’s Current Ratio of 1.66 aligns with the median group of the Electronic Equipment, Instruments & Components industry, indicating that its short-term liquidity is in line with its sector peers.

APP vs. TDY: A comparison of their Current Ratio (MRQ) against their respective Software and Electronic Equipment, Instruments & Components industry benchmarks.

Debt-to-Equity Ratio (MRQ)

APP

3.01

Software Industry

Max
2.16
Q3
0.86
Median
0.31
Q1
0.00
Min
0.00

With a Debt-to-Equity Ratio of 3.01, APP operates with exceptionally high leverage compared to the Software industry norm. This suggests an aggressive reliance on debt financing, which can magnify returns but also significantly elevates financial risk.

TDY

0.25

Electronic Equipment, Instruments & Components Industry

Max
1.14
Q3
0.54
Median
0.30
Q1
0.11
Min
0.00

TDY’s Debt-to-Equity Ratio of 0.25 is typical for the Electronic Equipment, Instruments & Components industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.

APP vs. TDY: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Software and Electronic Equipment, Instruments & Components industry benchmarks.

Interest Coverage Ratio (TTM)

APP

6.44

Software Industry

Max
89.65
Q3
32.64
Median
1.00
Q1
-9.84
Min
-71.23

APP’s Interest Coverage Ratio of 6.44 is positioned comfortably within the norm for the Software industry, indicating a standard and healthy capacity to cover its interest payments.

TDY

17.20

Electronic Equipment, Instruments & Components Industry

Max
79.05
Q3
36.62
Median
12.51
Q1
3.72
Min
-18.73

TDY’s Interest Coverage Ratio of 17.20 is positioned comfortably within the norm for the Electronic Equipment, Instruments & Components industry, indicating a standard and healthy capacity to cover its interest payments.

APP vs. TDY: A comparison of their Interest Coverage Ratio (TTM) against their respective Software and Electronic Equipment, Instruments & Components industry benchmarks.

Financial Strength at a Glance

SymbolAPPTDY
Current Ratio (MRQ)2.741.66
Quick Ratio (MRQ)2.540.94
Debt-to-Equity Ratio (MRQ)3.010.25
Interest Coverage Ratio (TTM)6.4417.20

Growth

Revenue Growth

APP vs. TDY: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

APP vs. TDY: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

APP

0.00%

Software Industry

Max
0.22%
Q3
0.11%
Median
0.00%
Q1
0.00%
Min
0.00%

APP currently does not pay a dividend, resulting in a yield of 0%. This is a common strategy for growth-focused companies that prioritize reinvesting earnings, though it may be less typical in mature, income-oriented sectors.

TDY

0.00%

Electronic Equipment, Instruments & Components Industry

Max
5.36%
Q3
2.53%
Median
1.28%
Q1
0.16%
Min
0.00%

TDY currently does not pay a dividend, resulting in a yield of 0%. This is a common strategy for growth-focused companies that prioritize reinvesting earnings, though it may be less typical in mature, income-oriented sectors.

APP vs. TDY: A comparison of their Dividend Yield (TTM) against their respective Software and Electronic Equipment, Instruments & Components industry benchmarks.

Dividend Payout Ratio (TTM)

APP

0.00%

Software Industry

Max
3.29%
Q3
2.41%
Median
0.00%
Q1
0.00%
Min
0.00%

APP has a Dividend Payout Ratio of 0%, indicating it does not currently pay a dividend. This is a common strategy for growth-oriented companies that reinvest all profits back into the business.

TDY

0.00%

Electronic Equipment, Instruments & Components Industry

Max
218.94%
Q3
90.25%
Median
38.81%
Q1
3.69%
Min
0.00%

TDY has a Dividend Payout Ratio of 0%, indicating it does not currently pay a dividend. This is a common strategy for growth-oriented companies that reinvest all profits back into the business.

APP vs. TDY: A comparison of their Dividend Payout Ratio (TTM) against their respective Software and Electronic Equipment, Instruments & Components industry benchmarks.

Dividend at a Glance

SymbolAPPTDY
Dividend Yield (TTM)0.00%0.00%
Dividend Payout Ratio (TTM)0.00%0.00%

Valuation

Price-to-Earnings Ratio (TTM)

APP

83.54

Software Industry

Max
145.74
Q3
94.88
Median
45.35
Q1
26.66
Min
8.80

APP’s P/E Ratio of 83.54 is within the middle range for the Software industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

TDY

32.33

Electronic Equipment, Instruments & Components Industry

Max
74.74
Q3
42.40
Median
26.55
Q1
20.05
Min
10.12

TDY’s P/E Ratio of 32.33 is within the middle range for the Electronic Equipment, Instruments & Components industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

APP vs. TDY: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Software and Electronic Equipment, Instruments & Components industry benchmarks.

Price-to-Sales Ratio (TTM)

APP

38.20

Software Industry

Max
25.67
Q3
13.68
Median
8.28
Q1
4.95
Min
0.90

With a P/S Ratio of 38.20, APP trades at a valuation that eclipses even the highest in the Software industry. This implies the market has priced in exceptionally optimistic scenarios for future revenue growth, posing considerable valuation risk.

TDY

4.70

Electronic Equipment, Instruments & Components Industry

Max
6.79
Q3
3.58
Median
2.05
Q1
1.29
Min
0.20

TDY’s P/S Ratio of 4.70 is in the upper echelon for the Electronic Equipment, Instruments & Components industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.

APP vs. TDY: A comparison of their Price-to-Sales Ratio (TTM) against their respective Software and Electronic Equipment, Instruments & Components industry benchmarks.

Price-to-Book Ratio (MRQ)

APP

101.50

Software Industry

Max
30.67
Q3
14.92
Median
8.52
Q1
3.89
Min
0.38

At 101.50, APP’s P/B Ratio is at an extreme premium to the Software industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.

TDY

2.31

Electronic Equipment, Instruments & Components Industry

Max
6.92
Q3
3.80
Median
2.23
Q1
1.42
Min
0.44

TDY’s P/B Ratio of 2.31 is within the conventional range for the Electronic Equipment, Instruments & Components industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.

APP vs. TDY: A comparison of their Price-to-Book Ratio (MRQ) against their respective Software and Electronic Equipment, Instruments & Components industry benchmarks.

Valuation at a Glance

SymbolAPPTDY
Price-to-Earnings Ratio (TTM)83.5432.33
Price-to-Sales Ratio (TTM)38.204.70
Price-to-Book Ratio (MRQ)101.502.31
Price-to-Free Cash Flow Ratio (TTM)70.1029.14
APP vs. TDY: A Head-to-Head Stock Comparison