APP vs FIRY
APP: AppLovin is an AI-driven advertising technology platform that helps businesses automate marketing and maximize revenue across mobile and connected TV environments. FIRY: Skillz is a competitive mobile gaming platform paired with an AI-powered performance marketing engine (RZR) that monetizes skill-based games while crusading against bot-driven fraud in the industry.
Side-by-side fundamentals
| Metric | APP | FIRY | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $412.48 | $8.30 | |
| Market cap as of 2026-07-23 | $138.6B | $130M | |
| P/E as of 2026-07-23 | 34.97 | n/a | |
| PEG as of 2026-07-23 | 0.93 | -0.03 | FIRY lower |
| Net margin as of 2026-07-23 | +64.3% | -56.4% | APP higher |
| Gross margin as of 2026-07-23 | +88.4% | +86.1% | APP higher |
| Operating margin as of 2026-07-23 | +77.1% | -50.2% | APP higher |
| ROE as of 2026-07-23 | +222.0% | -53.3% | APP higher |
| ROA as of 2026-07-23 | +58.1% | -21.1% | APP higher |
| Debt / equity as of 2026-07-23 | 1.49 | 1.25 | FIRY lower |
| Revenue growth (YoY) as of 2026-07-23 | +40.0% | +22.9% | APP higher |
| Revenue CAGR (3y) SEC XBRL | +24.8% | -27.1% | APP higher |
| Beta as of 2026-07-23 | 2.55 | 3.90 | |
| 1-year return as of 2026-07-22 close | +17.9% | +3.9% | APP higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.