Applovin (APP) vs Trade Desk (TTD)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Applovin (APP) has outperformed Trade Desk (TTD) over the past year, losing 55.9% versus a loss of 77.5%. Over five years, APP leads with a +203.4% price change compared with -84.7% for TTD. Applovin is the larger company by market cap ($94.50 billion vs $5.72 billion), about 16.5 times the size.
On valuation, Trade Desk trades at a lower forward P/E (12.0x vs 13.4x for Applovin). Applovin converts more of its revenue into profit, with a net margin of 60.8% versus 15.3%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | APP | TTD |
|---|---|---|
| Share price | $281.29 | $12.09 |
| Market cap | $94.50B | $5.72B |
| 1-day change | +0.90% | +1.43% |
| YTD return | -58.65% | -68.31% |
| 1-year return | -55.91% | -77.51% |
| 5-year return | +203.36% | -84.67% |
| P/E ratio (TTM) | 21.62 | 14.57 |
| Forward P/E | 13.41 | 11.98 |
| EPS (TTM) | $13.01 | $0.83 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $5.48B | $2.90B |
| Revenue growth (YoY) | +69.99% | +18.47% |
| Net income (latest FY) | $3.33B | $443.30M |
| Gross margin | 87.86% | 78.63% |
| Operating margin | 75.75% | 20.35% |
| Net margin | 60.83% | 15.31% |
| 52-week high | $738.01 | $55.11 |
| 52-week low | $266.84 | $11.62 |
| Distance from 52-week high | -61.89% | -78.06% |
| Analyst consensus | buy | hold |
| Avg. price target upside | +76.23% | +12.24% |
| Average volume | 5.90M | 23.38M |
| Shares outstanding | 305.73M | 429.69M |
| Employees | 876 | 3,843 |
| Sector | Technology | Technology |
| Industry | Computer Software: Programming Data Processing | Computer Software: Programming Data Processing |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Applovin is about 16.5 times larger than Trade Desk by market value ($94.50B vs $5.72B).
- APP has outperformed TTD by 21.6 percentage points over the past year.
- Applovin trades at a higher earnings multiple (21.6x vs 14.6x trailing P/E).
- Applovin is more profitable, keeping 60.8 cents of every revenue dollar as net income versus 15.3 cents for Trade Desk.
- Applovin grew revenue faster in its latest fiscal year (+69.99% vs +18.47%).
About Applovin
APP stock →AppLovin Corporation provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally. It operates through two segments, Advertising and Apps.
Technology · Computer Software: Programming Data Processing · 876 employees
About Trade Desk
TTD stock →The Trade Desk, Inc. operates as a technology company in the United States and internationally.
Technology · Computer Software: Programming Data Processing · 3,843 employees
APP vs TTD FAQ
Which is bigger, Applovin or Trade Desk?
Applovin (APP) is larger, with a market capitalization of $94.50B compared with $5.72B for Trade Desk (TTD).
Which stock has performed better over the past year, APP or TTD?
APP returned -55.91% over the past 12 months, compared with -77.51% for TTD (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, APP or TTD?
TTD has the lower trailing P/E at 14.6, versus 21.6 for APP. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Are Applovin and Trade Desk in the same industry?
Yes. Both are classified in the Computer Software: Programming Data Processing industry within the Technology sector.