APP AppLovin Corporation
Platform & Compounding FCF
A- 86.9 / 100 composite

AlphaQuality composite grade, weighted for platform & compounding fcf businesses.

Profitability

Weight: 25%
A+ 98
  • 5yr Avg ROIC 23.3%
  • Operating Margin Trend +20.17 pp/yr

Capital Efficiency

Weight: 15%
B- 65
  • 5yr Avg ROE 64.2%
  • 5yr Share-Count CAGR 9.7%

Growth Quality

Weight: 25%
A+ 94
  • 5yr Revenue CAGR 30.5%
  • Revenue-Growth Years (5) 4/5

Cash Generation

Weight: 20%
A- 84
  • 5yr FCF Margin 44.4%
  • 5yr FCF/NI Conversion 3.91x

Balance Sheet

Weight: 10%
A+ 97
  • Net Debt / EBITDA 0.24x
  • Interest Coverage (EBIT/Int) 20.09x
  • Altman Z-Score 14.46

Stability

Weight: 5%
C- 50
  • EPS Volatility (σ/μ) 1.31
  • Negative-Revenue Years (5) 1/5
  • Piotroski F-Score 9

Guru Flow

Curated superinvestor sentiment — not part of the AlphaQuality grade.
Dumping

6 of 6 gurus held; 1 new buy; 4 added; 1 trimmed; 3 full exits.

Holders
6 +1
Avg Δ position
+59.5%
New buys
1
Full exits
3
As of Q2 2026