AppLovin Corp vs Oracle Corporation, two Software stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where APP and ORCL diverge most: on fcf yield, APP reads 3.3% and ORCL reads -6.3%; on return on assets, APP reads 51.4% and ORCL reads 5.5%. The rest of the comparable metrics sit closer together. On valuation, today's APP price has a different growth bar priced in than ORCL (+43.6% implied for APP vs +16.0% for ORCL); the higher figure is the steeper assumption to clear, not a better or worse stock. What APP's price implies is a bet that sits within the historical range (whole-company basis). What ORCL'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 | ORCL |
|---|---|---|
| Price | $395.81 | $129.88 |
| Market cap | $134.1B | $378.2B |
| Sector | Software | Software |
| Stage | Growth | Growth |
| Implied growth (priced in) | +43.6% | +16.0% |
| P/E | 34.0 | 22.3 |
| P/B | 56.73 | 8.78 |
| P/S | 22.96 | 5.62 |
| EV/EBITDA | 27.2 | 16.1 |
| Revenue growth | +79.8% | +17.2% |
| Operating margin | 78.2% | 32.0% |
| Net margin | 67.9% | 21.6% |
| Return on equity | 167.7% | 33.8% |
| Return on assets | 51.4% | 5.5% |
| Return on invested capital | 70.6% | 32.4% |
| FCF yield | 3.3% | -6.3% |
| Dividend yield | — | 1.5% |
| Debt / equity | 1.49 | 0.17 |
| Current ratio | 3.24 | 1.12 |
| Altman Z (solvency) | 8.25 | 6.33 |
| Piotroski F (quality) | 7 / 9 | 7 / 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.