APP AppLovin Corporation
Platform & Compounding FCF
A 89.8 / 100 composite

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

Profitability

Weight: 25%
A+ 96
  • 5yr Avg ROIC 21.3%
  • Operating Margin Trend +20.17 pp/yr

Capital Efficiency

Weight: 15%
A 88
  • 5yr Avg ROE 47.9%
  • 5yr Share-Count CAGR -0.1%

Growth Quality

Weight: 25%
A+ 95
  • 5yr Revenue CAGR 18.4%
  • 5yr EPS CAGR 220.0%
  • 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 22.05

Stability

Weight: 5%
C- 47
  • EPS Volatility (σ/μ) 1.31
  • Piotroski F-Score 8
  • Negative-Revenue Years (5) 1/5

Guru Flow

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

5 of 7 gurus held; 3 added; 2 trimmed; 3 full exits.

Holders
5 -2
Avg Δ position
+13.7%
New buys
0
Full exits
3
As of Q1 2026