AppLovin Corp Dossier
Valuation
How Intrinsic Value compares with model outputs
Intrinsic Value $558.50median of 6 methods · middle span $305-$1,389based on filings through 30 Jun 2026
Market Price $290.43Price as of 30 Sep 2026
Valuation methods vs. Market Price
$0$400$800$1.2K$1.6K$2K
DCF
$1,424.99
DNI
$1,389.44
P/S
$304.99◇ $106.40
P/E
$345.19no ◇ · bar = peer
P/B
$79.19◇ $43.54
PEG
$771.80
$0$400$800$1.2K$1.6K$2K
Market Price ($290.43) Intrinsic Value ($558.50) peer-implied value
Company vs. peer median Members
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Assumptions
| Parameter | Value |
|---|---|
| Years 1–5: analyst growth pathFive-year total matches analyst consensus exactly. Year 1: 45.4% (near-term consensus, capped) · years 2–5: 37.7%/yr (balance of the path). | 39.2% per year |
Years 6–10: glide to demonstrated growth own history 61.0%, capped at 20%Per-year ratesYr 634.2%Yr 730.6%Yr 827.1%Yr 923.5%Yr 1020.0% | 37.7% → 20.0% |
Years 11–20: glide to long-run ratePer-year ratesYr 1118.3%Yr 1216.6%Yr 1314.9%Yr 1413.2%Yr 1511.5%Yr 169.8%Yr 178.1%Yr 186.4%Yr 194.7%Yr 203.0% | 20.0% → 3.0% |
| Beyond year 20: terminal growthPerpetual long-run rate | 3.0% |
| Historical EPS growth (multi-year median)median of 1 window (6y) (limited history) | 61.0% |
| Discount rate (cost of equity) | 14.1% |
| Volatility vs market (adjusted beta) | 2.03 |
Valuation Detail Members
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Assumptions Sandbox Members
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Compare with peers
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Best value in each row is highlighted. Figures are periodic snapshots from the same filings used across each dossier; a dash means the figure is not available.