APP
Applovin Corporation$280.44Communication Services · Advertising Agencies · 软件 / SaaS / Agent 落地 (IGV) · as of 2026-10-06
估值
PE TTM21.6
PE NTM (混合)14.8
Fwd PE (Yahoo +1y)13.4
PEG NTM0.53
PEG (Yahoo)0.58
EV/EBITDA17.5
EV/Rev13.9
P/S13.8
FCF yield3.4%
Fwd PE 自身分位n=1，样本不足
增长 / 质量
Revenue TTM6.8B
Rev growth (yoy q)53%
Earnings growth57%
EPS +1y vs 0y28%
Gross margin88%
Op margin78%
Net margin65%
FCF / OCF3.2B / 4.5B
Debt / Cash3.5B / 3.1B
Mkt cap / EV94.2B / 94.8B
共识 / 修正
Target mean495.7 (77%)
Rec mean (1=StrongBuy)1.58
SB/B/H/S7/20/6/0
Analysts31
+1y EPS up/down 30d1 / 6
+1y EPS chg 90d-5%
Surprise avg 4q4.1%
Next earnings2026-11-04
FY end2026-12-31
价格 / 情绪
52w high / low738.0 / 266.8
vs 52w high-62%
Ret 1m / 3m-13% / -47%
RS vs SPY 1m / 3m-14% / -51%
Beta2.56
Short % float3.8%
Div yield0.00%
共识预期 (EPS / Revenue)
| Period | End | EPS avg | low–high | g | 90d ago | Up/Dn 30d | Rev avg | Rev g |
|---|---|---|---|---|---|---|---|---|
| 0q | 2026-09-30 | 4.01 | 3.76–4.53 | 64% | 4.08 | 2/2 | 2.1B | 47% |
| +1q | 2026-12-31 | 4.45 | 4.04–4.93 | 37% | 4.70 | 0/5 | 2.3B | 38% |
| 0y | 2026-12-31 | 15.66 | 13.22–16.55 | 61% | 16.07 | 1/5 | 8.1B | 48% |
| +1y | 2027-12-31 | 20.00 | 16.00–22.50 | 28% | 21.08 | 1/6 | 10.2B | 27% |
财报历史 (EPS actual vs estimate)
| Quarter | Actual | Estimate | Surprise |
|---|---|---|---|
| 2025-09-30 | 2.45 | 2.39 | 2.6% |
| 2025-12-31 | 3.24 | 2.94 | 10.1% |
| 2026-03-31 | 3.56 | 3.44 | 3.4% |
| 2026-06-30 | 3.76 | 3.74 | 0.4% |
价格（1 年）与 Forward PE 快照历史
Forward PE 历史区间：每日快照累积中（目前 1 天）