AppLovin Corp vs MICROSOFT CORPORATION, two Software stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where APP and MSFT diverge most: on debt / equity, APP reads 1.49 and MSFT reads 0.11; on p/b, APP reads 56.73 and MSFT reads 7.80. The rest of the comparable metrics sit closer together. What APP's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | APP | MSFT |
|---|---|---|
| Price | $395.81 | $463.20 |
| Market cap | $134.1B | $3.45T |
| Sector | Software | Software |
| Stage | Growth | Mature |
| Implied growth (priced in) | +43.6% | — |
| P/E | 34.0 | 25.8 |
| P/B | 56.73 | 7.80 |
| P/S | 22.96 | 10.39 |
| EV/EBITDA | 27.2 | 18.1 |
| Revenue growth | +79.8% | +17.8% |
| Gross margin | — | 67.2% |
| Operating margin | 78.2% | 45.1% |
| Net margin | 67.9% | 37.1% |
| Return on equity | 167.7% | 27.8% |
| Return on assets | 51.4% | 16.2% |
| Return on invested capital | 70.6% | 25.6% |
| FCF yield | 3.3% | 1.9% |
| Dividend yield | — | 0.8% |
| Debt / equity | 1.49 | 0.11 |
| Current ratio | 3.24 | 1.23 |
| Altman Z (solvency) | 8.25 | 7.28 |
| Piotroski F (quality) | 7 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.