APP · AppLovin Corporation
$477.082026-07-21Sector: Technology; Industry: Software - Application; Sub-Industry: Application Software
Intrinsic Value Range Comparison · Mulya.ai
R&D capitalized (5yr)Very High Uncertainty
Bull
$1320
+176.7% vs market
Base · active
$325
-32.0% vs market
Mulya.ai vs Analyst IV Comparison?
Mulya.ai IV range ($125 · $1320) 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 |
|---|
| 2024.Q1 | $1.8B | — | 41.9% | 8.4% | $708MM | $143MM | $851MM | 14.6% | — | 13.5% | $5.3B | $1.05 | — |
| 2024.Q4 | $1.8B | 0.0% | 41.9% | 0.0% | $773MM | $175MM | $948MM | 15.2% | — | 14.7% | $5.3B | $1.05 | — |
| 2025.Q1 | $3.2B | 75.1% | 59.3% | 1.8% | $1.9B | $104MM | $2.0B | 15.7% | — | 35.5% | $5.3B | $4.66 | — |
| 2025.Q4 | $3.2B | 0.0% | 59.3% | 13.0% | $1.7B | $338MM | $2.0B | 15.8% | — | 33.1% | $4.7B | $4.66 | — |
| 2026.Q1 | $6.2B | 91.2% | 77.1% | 14.7% | $4.1B | $333MM | $4.4B | 15.3% | — | 91.9% | $4.1B | $11.70 | 34.0 |
| italics below = DCF projection · 10yr Rev CAGR: 15.6% |
| 2027.Q1 | $9.0B | +46.6% | 77.1% | 15.2% | $5.9B | $0MM | $5.9B | 12.3% | $5.3B | 145.1% | $4.1B | $17.44 | 27.4 |
| 2028.Q1 | $11.8B | +30.0% | 73.2% | 15.8% | $7.2B | $0MM | $7.2B | 11.9% | $5.8B | 178.0% | $4.1B | $21.39 | 22.3 |
| 2029.Q1 | $13.8B | +17.3% | 69.3% | 16.3% | $8.0B | $0MM | $8.0B | 11.6% | $5.7B | 196.5% | $4.1B | $23.62 | 20.2 |
| 2030.Q1 | $15.9B | +15.4% | 65.4% | 16.8% | $8.7B | $0MM | $8.7B | 11.2% | $5.6B | 212.8% | $4.1B | $25.57 | 18.7 |
| 2031.Q1 | $18.1B | +13.6% | 61.5% | 17.4% | $9.2B | $0MM | $9.2B | 10.8% | $5.3B | 225.8% | $4.1B | $27.13 | 17.6 |
|
| Term. Yr+ | $27.5B | 4.1% | 42.0% | 20.0% | $9.2B | −$1.6B | $7.6B | 8.6% | $61.7B | 23.6% | — | — | — |
Active scenario IV: $325 (-32.0% vs market)