APP vs PUBM
APP: AppLovin is a high-growth AI-powered advertising platform that drives customer acquisition and monetization for mobile apps and connected TV streaming content. PUBM: An AI-powered independent advertising technology platform connecting publishers and buyers across display, video, mobile, and CTV to optimize digital ad performance with transparency and control.
Side-by-side fundamentals
| Metric | APP | PUBM | Edge |
|---|---|---|---|
| Price as of 2026-08-05 close | $417.80 | $13.51 | |
| Market cap as of 2026-08-06 | $140.4B | $627M | |
| P/E as of 2026-08-06 | 35.42 | n/a | |
| PEG as of 2026-08-06 | 0.80 | n/a | |
| Net margin as of 2026-08-06 | +64.3% | -6.2% | APP higher |
| Gross margin as of 2026-08-06 | +88.4% | +63.2% | APP higher |
| Operating margin as of 2026-08-06 | +77.1% | -7.3% | APP higher |
| ROE as of 2026-08-06 | +222.0% | -7.0% | APP higher |
| ROA as of 2026-08-06 | +58.1% | -2.6% | APP higher |
| Debt / equity as of 2026-08-06 | 1.49 | 0.00 | PUBM lower |
| Revenue growth (YoY) as of 2026-08-06 | +40.0% | -2.3% | APP higher |
| Revenue CAGR (3y) SEC XBRL | +24.8% | +3.3% | APP higher |
| Beta as of 2026-08-06 | 2.61 | 1.58 | |
| 1-year return as of 2026-08-05 close | +10.5% | +16.0% | PUBM higher |
Fundamentals: market data, as of 2026-08-06. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-05.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.