APP · AppLovin Corporation
$386.372026-05-17Sector: Technology; Industry: Software - Application; Sub-Industry: Application Software
Intrinsic Value Range Comparison · Mulya.ai
R&D capitalized (5yr)Base · active
$197
-49.0% vs market
Mulya.ai vs Analyst IV Comparison?
Mulya.ai IV range ($76 · $176) Analysts Range ($340 · $835) Fundamentals · historical + forward · baseitalics = DCF projection
| Period | Revenue | Rev Gr ? | Ops M% ? | Tax Rate ? | NOPAT ? | Reinvest ? | FCFF ? | WACC% ? | PV FCFF ? | ROIC ? | Inv. Cap ? | EPS ? | P/E |
|---|
| 2021.Q4 | $2.8B | — | 5.4% | 23.7% | $114MM | −$751MM | −$636MM | 16.4% | — | 1.9% | $6.1B | $0.10 | — |
| 2022.Q4 | $2.8B | 0.9% | -1.7% | 6.0% | −$45MM | −$656MM | −$701MM | 15.5% | — | -0.7% | $7.1B | $-0.57 | — |
| 2023.Q4 | $3.3B | 16.5% | 19.7% | 6.3% | $608MM | $714MM | $1.3B | 14.7% | — | 8.3% | $7.5B | $1.05 | — |
| 2024.Q4 | $4.7B | 43.4% | 39.8% | 0.0% | $1.9B | $640MM | $2.5B | 15.2% | — | 24.7% | $7.7B | $4.65 | — |
| 2025.Q4 | $5.8B | 23.3% | 68.5% | 13.0% | $3.5B | $496MM | $4.0B | 15.8% | — | 56.4% | $4.5B | $9.81 | 33.0 |
| italics below = DCF projection · 10yr Rev CAGR: 18% |
| 2026.Q4 | $8.0B | +38.1% | 68.5% | 13.7% | $4.7B | $0MM | $4.7B | 12.4% | $4.2B | 104.3% | $4.5B | $13.94 | 27.7 |
| 2027.Q4 | $10.3B | +28.8% | 64.7% | 14.4% | $5.7B | $0MM | $5.7B | 12.0% | $4.5B | 125.9% | $4.5B | $16.82 | 23.0 |
| 2028.Q4 | $12.9B | +25.3% | 60.9% | 15.1% | $6.7B | $0MM | $6.7B | 11.7% | $4.8B | 147.2% | $4.5B | $19.67 | 19.6 |
| 2029.Q4 | $15.8B | +22.2% | 57.1% | 15.8% | $7.6B | $0MM | $7.6B | 11.3% | $4.9B | 167.3% | $4.5B | $22.36 | 17.3 |
| 2030.Q4 | $18.8B | +19.2% | 53.3% | 16.5% | $8.4B | $0MM | $8.4B | 10.9% | $4.8B | 184.6% | $4.5B | $24.68 | 15.7 |
|
| Term. Yr+ | $31.7B | 4.1% | 26.8% | 20.0% | $6.8B | −$1.2B | $5.6B | 8.6% | $45.1B | 23.6% | — | — | — |
Active scenario IV: $197 (-49.0% vs market)