APP vs TTD
APP: AppLovin is an AI-driven advertising technology platform that helps businesses automate marketing and maximize revenue across mobile and connected TV environments. TTD: The Trade Desk is a global programmatic advertising platform that empowers advertisers and agencies to create, manage, and optimize digital ad campaigns across all channels using AI-driven decisioning and real-time insights.
Side-by-side fundamentals
| Metric | APP | TTD | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $412.48 | $17.58 | |
| Market cap as of 2026-07-23 | $138.6B | $8.3B | |
| P/E as of 2026-07-23 | 34.97 | 19.22 | TTD lower |
| PEG as of 2026-07-23 | 0.93 | 1.79 | APP lower |
| Net margin as of 2026-07-23 | +64.3% | +14.6% | APP higher |
| Gross margin as of 2026-07-23 | +88.4% | +77.8% | APP higher |
| Operating margin as of 2026-07-23 | +77.1% | +20.3% | APP higher |
| ROE as of 2026-07-23 | +222.0% | +16.9% | APP higher |
| ROA as of 2026-07-23 | +58.1% | +7.3% | APP higher |
| Debt / equity as of 2026-07-23 | 1.49 | 0.00 | TTD lower |
| Revenue growth (YoY) as of 2026-07-23 | +40.0% | +15.6% | APP higher |
| Revenue CAGR (3y) SEC XBRL | +24.8% | +22.4% | APP higher |
| Beta as of 2026-07-23 | 2.55 | 1.06 | |
| 1-year return as of 2026-07-22 close | +17.9% | -78.5% | 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.