AppLovin vs Stagwell
AppLovin reported revenue of $5.5 billion in fiscal 2025, 1.9 times Stagwell's $2.9 billion in fiscal 2025. AppLovin's revenue grew 70.0% in its latest year, and Stagwell's grew 2.4%. AppLovin had an operating margin of 75.8%, against 5.5% at Stagwell.
Side by side
| AppLovin | Stagwell | |
|---|---|---|
| Latest fiscal year | FY2025, Dec 31, 2025 | FY2025, Dec 31, 2025 |
| Revenue | $5.5B | $2.9B |
| Revenue growth | 70.0% | 2.4% |
| Revenue growth a year, last 5 years | 30.4% | 26.8% |
| Gross margin | 87.9% | 36.5% |
| Operating margin | 75.8% | 5.5% |
| Net margin | 60.8% | 1.0% |
| Free cash flow | — | $247M |
| Free cash flow margin | — | 8.5% |
| Return on capital | 98.2% | 4.0% |
| Net debt to EBITDA | 0.3x | 3.7x |
| Dividends and buybacks | $2.2B | $134M |
| Change in diluted share count | −1.7% | 128.5% |
| Last close | $391.22 | $11.64 |
| P/E at the last close | 26.3× | — |
| Insider trades, last 12 months | sold $574.1 million | — |
| Piotroski F-score | 9 of 9 | 6 of 9 |
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.
Ten years
Revenue
US$ billions, fiscal years
AppLovinStagwell
Operating margin
Percent of revenue
AppLovinStagwell
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
AppLovinStagwell
Source: the companies' Form 10-K filings, from SEC EDGAR, and the last close. For information only, not investment advice: the figures describe results, not which company is the better investment. The Filing Desk is not affiliated with either company. Full figures on the AppLovin and Stagwell pages.