Análisis Argos
APP
APPCara
AppLovin Corporation · Technology
US$ 418.22
precio al 2026-07-28
Valor justo Argos*
US$ 262
vs. su valor justo
−37%
Score Argos
59/100
LA RESPUESTA
El mercado le pide crezca 43.1% al año — más de lo que ha demostrado (18%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Las ganancias crecieron 111% el último año.
Retorno sobre el capital alto (113%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
VALOR1/6FUTURO6/6PASADO6/6SALUD6/6DIVIDENDO2/6
El Iris de calidad
VALOR1/6FUTURO6/6PASADO6/6SALUD6/6DIVIDENDO2/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos59de 100Cara
Ingresos70%
US$ 5.5 B
Margen operativo28%
75.8%
Flujo de caja libre89%
US$ 3.9 B
Deuda neta
US$ 1.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 140.5B
P/E42.1x
EV/EBITDA32.6x
FCF yield2.8%
ROIC113%
Margen operativo75.8%
Crecim. ingresos+70.0%/año
Piotroski F8/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

seekingalpha.com · 18 jul
AppLovin: Outstanding Fundamentals, Still An Undervalued Growth Story
AppLovin remains a Strong Buy, with its long-term bull case intact despite recent underperformance versus the benchmark. APP is undervalued, supported by premium margins, a robust capital structure, and strong historical earnings. I see digital ad market growth as not fully priced into APP, offering further upside potential.
defenseworld.net · 18 jul
Allspring Global Investments Holdings LLC Lowers Stock Position in AppLovin Corporation $APP
Allspring Global Investments Holdings LLC decreased its holdings in shares of AppLovin Corporation (NASDAQ: APP) by 16.7% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 182,002 shares of the company's stock after selling 36,588 shares during the period. Allspring Global Investments
prnewswire.com · 16 jul
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of AppLovin Corporation - APP
NEW YORK, July 16, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of AppLovin Corporation ("AppLovin" or the "Company") (NASDAQ: APP). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext.
247wallst.com · 15 jul
What Investors Still Get Wrong About AppLovin
AppLovin (NASDAQ:APP | APP Price Prediction) is now a pure-play, AI-driven advertising platform generating profitability metrics that stand alongside the biggest names in software, even as the market still categorizes it as a “mobile gaming roll-up.
globenewswire.com · 14 jul
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of AppLovin Corporation - APP
NEW YORK, July 14, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of  AppLovin Corporation (“AppLovin” or the “Company”) (NASDAQ: APP).  Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980.
benzinga.com · 14 jul
Stock of the Day: AppLovin Bounces Off Support — But Where's the Floor?
AppLovin Corporation  (NASDAQ:APP) is climbing higher on Tuesday. The bounce comes after a sell-off yesterday following negative comments from Bank of America.
247wallst.com · 14 jul
Is It Too Late to Buy AppLovin After a 1,428% Run in 3 Years?
Yes, AppLovin (NASDAQ:APP | APP Price Prediction) has already made someone rich.
seekingalpha.com · 14 jul
AppLovin: Amazing Buying Opportunity On The Recent Selling Frenzy
AppLovin (APP) remains a strong buy as it navigates a recent selling frenzy as it launches its self-serve ad engine into general availability. APP's growth hinges on expanding beyond gaming into the much larger consumer and e-commerce verticals, furthering its TAM and sustaining 20–30% long-term growth. Margins remain robust (84%+ adj. EBITDA), but further expansion is constrained by data center and AI costs as APP scales into new verticals.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.