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APP vs GOOG

AppLovin Corp (APP) and Alphabet Inc. (GOOG) are both filed with the SEC under Services-Computer Programming, Data Processing, Etc.. GOOG is 38.8× APP's size by market cap ($4.14T against $106.9B); APP trades at the higher fiscal-year P/E (32.1× against 31.2×); APP reports the higher net margin (60.8% against 32.8%); APP grew sales faster over three years (+24.8% against +12.5%); and over the past year GOOG returned +61.9% against APP's -32.5%.

APPGOOG
Last close$312.63$342.88
Market cap$106.9B$4.14T
P/E (FY)32.1×31.2×
P/S19.5×10.3×
EV/EBITDA24.8×
Operating margin75.8%32.0%
Net margin60.8%32.8%
Return on equity206.8%35.7%
Sales growth (3y)+24.8%+12.5%
EPS growth (3y)+33.3%
Dividend yield0.2%
1-year return-32.5%+61.9%

Screener snapshot — prices as of 2026-08-28. Each side's last close is the most recent session the snapshot holds for that company, which can be an earlier one, and its 1-year return is measured to that close. Market caps struck on 2026-08-27. Last close, market cap and the 1-year return are price figures; every other row is computed over the company's latest filed fiscal year — FY2025 (ended 2025-12-31) for both. A return on equity past ±100% — APP at 206.8% — divides earnings by an average filed equity base smaller in magnitude than the earnings themselves; the two columns are not on one scale. — not published for this company. A ratio goes unpublished for more than one reason: a component the calculation needs is not on file, the filing does not tag the line it is read from, or the calculation is not defined on the filed basis — EV/EBITDA is not printed on non-positive EBITDA, and return on equity is not computed on a zero or negative equity base.

Who holds them, and who has traded them

APPGOOG
Institutional holders (13F)1,3765,070
Insider buyers − sellers (180d)-5
Congressional trades disclosed (180d)58
Executive-branch officials on file — trades disclosed (180d)107

Counts only. The congressional figures count transactions dated in the trailing 180 days and disclosed in STOCK Act periodic transaction reports; amounts are filed as ranges and are never summed. The executive-branch figures count the same window of transactions, and they are scoped to one roster. The officials OGE posts for direct download. Insider buyers − sellers counts distinct people filing open-market Form 4 purchases minus distinct people filing open-market sales over the trailing 180 days, capped at ±5. — no open-market Form 4 purchases or sales in the window.

APP vs GOOG: common questions

Is APP bigger than GOOG?
GOOG carries the larger market cap — $4.14T against $106.9B, both struck on 2026-08-27.
Which trades at a higher P/E, APP or GOOG?
APP, at a fiscal-year 32.1× against 31.2× for GOOG. Both are price ÷ latest full-year diluted earnings per share, not a trailing-twelve-month P/E.
How have APP and GOOG performed over the past year?
GOOG returned +61.9% and APP -32.5%, measured on the trailing calendar year to the last close.
How many institutions hold APP and GOOG?
1,376 13F filers report a position in APP and 5,070 in GOOG, on the latest quarter in the panel.
Are APP and GOOG in the same industry?
Both are filed with the SEC under Services-Computer Programming, Data Processing, Etc., which is the classification this pairing is built on.

APP overview · GOOG overview · APP institutional ownership · GOOG institutional ownership · Congress and APP · Congress and GOOG · Executive branch and APP · Executive branch and GOOG

More in Services-Computer Programming, Data Processing, Etc.: APP vs GOOGL · APP vs META · APP vs PINS · APP vs ZM

Stock comparisons lists every pair this site publishes.

Source: SPZCO — https://spzco.com/vs/app-vs-goog