AppLovin Corp. (APP) has a MarketKingdoms composite score of 68.3 (B), an B-range rating. It ranks 482nd of 1,866 covered companies, 13th of 89 in Communication Services (sector average 60.5) and 3rd of 9 in Advertising Agencies. Scores as of 2026-10-26.
Its strongest lenses are KPI momentum at 99 (Communication Services average 71) and Stock selection at 93 (Communication Services average 74). Its weakest lenses are Trend (momentum) at 5 (sector average 51) and Price (valuation) at 45 (sector average 49).
| Lens | Type | APP | Communication Services average | Advertising Agencies average | Percentile in sector |
|---|---|---|---|---|---|
| Industry opportunity | Research signal | 75 | 70 | 75 | 75th |
| Stock selection | Research signal | 93 | 74 | 78 | 100th |
| KPI momentum | Research signal | 99 | 71 | 76 | 100th |
| Catalyst watch | Research signal | 75 | 67 | 72 | 82nd |
| Price (valuation) | Fundamental lens | 45 | 49 | 54 | 46th |
| Expansion (growth) | Fundamental lens | 88 | 50 | 55 | 98th |
| Quality (profitability) | Fundamental lens | 86 | 49 | 53 | 100th |
| Trend (momentum) | Fundamental lens | 5 | 51 | 63 | 2nd |
The most recent call analysed was held on 2026-08-05 (fiscal 2026 Q2). MarketKingdoms checks what management promised on each call against what it later delivered.
The stock's valuation gap is -40.2%: its price is well below the path its market, sector and industry moves explain (strongly undervalued versus the model path). Factor sensitivity: market beta 2.63, sector beta 2.72, industry beta -1.51; the factor model explains 34% of its moves (R²).
| Company | Composite | Grade | Valuation gap |
|---|---|---|---|
| Magnite Inc. (MGNI) | 72.8 | B+ | -22.4% |
| Stagwell Inc. (STGW) | 71.1 | B+ | -2.8% |
| DoubleVerify Holdings Inc. (DV) | 66.8 | B | -16.9% |
| Omnicom Group Inc. (OMC) | 66.0 | B | +6.5% |
| WPP Plc ADR (WPP) | 63.0 | B- | +8.0% |
| Ziff Davis Inc. (ZD) | 63.0 | B- | -11.0% |
| Clear Channel Outdoor Holdings Inc. (CCO) | 60.9 | B- | — |
| Trade Desk Inc. (TTD) | 60.0 | B- | -42.7% |
AppLovin Corp. financial statements · Communication Services sector ranking · Advertising Agencies industry ranking · All covered companies
The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.
General information, not investment advice.