APP vs U
APP: AppLovin is an AI-driven advertising technology platform that helps businesses automate marketing and maximize revenue across mobile and connected TV environments. U: Unity is the dominant real-time 3D development platform powering games and interactive experiences across all major platforms, complemented by ads and monetization solutions for creators.
Side-by-side fundamentals
| Metric | APP | U | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $412.48 | $29.27 | |
| Market cap as of 2026-07-23 | $138.6B | $12.8B | |
| P/E as of 2026-07-23 | 34.97 | n/a | |
| PEG as of 2026-07-23 | 0.93 | -0.48 | U lower |
| Net margin as of 2026-07-23 | +64.3% | -35.0% | APP higher |
| Gross margin as of 2026-07-23 | +88.4% | +74.7% | APP higher |
| Operating margin as of 2026-07-23 | +77.1% | -34.3% | APP higher |
| ROE as of 2026-07-23 | +222.0% | -21.3% | APP higher |
| ROA as of 2026-07-23 | +58.1% | -10.0% | APP higher |
| Debt / equity as of 2026-07-23 | 1.49 | 0.75 | U lower |
| Revenue growth (YoY) as of 2026-07-23 | +40.0% | +7.5% | APP higher |
| Revenue CAGR (3y) SEC XBRL | +24.8% | +10.0% | APP higher |
| Beta as of 2026-07-23 | 2.55 | 2.02 | |
| 1-year return as of 2026-07-22 close | +17.9% | -14.5% | 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.