CVE Valuation Report | Mar 22, 2026
APP
AppLovin Corp
10-K · Filed 2026-02-19
C
$200
$250
$300
$350
$400
$450
$500
$550
.
FV
1Y
.
.
MKT
.
.
Fair Value
$270.32
1Y Target
$320.21
MKT. PRICE
$442.39
Model Blend
LOW agreement · 42% spread
DCF$215.06 · 54%
Comps$462.92 · 30%
EV/Rev$130.49 · 12%
ROIC Fade$25.81 · 4%
Trailing Rev Growth
16.4%
Model Implied Rev CAGR
8.1%
Market Cap
$150B
ClarVal Report
Mar 22, 2026
9:05 PM EDT
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APP Valuation Summary

Based on Clarity's multi-model valuation engine, AppLovin Corp (APP) has an estimated fair value of $270.32 per share, compared to its current market price of $442.39. The stock is currently trading 38.9% above Clarity's fair value estimate, resulting in a verdict of SIGNIFICANTLY OVERVALUED.

This valuation blends 4 independent models — including Discounted Cash Flow (DCF), Comparable Companies, EV/Revenue, and 1 more. The primary weight is given to the Discounted Cash Flow (DCF) model, with Bayesian triangulation used to reconcile the estimates into a single blended fair value. The 4 models show low agreement with a 42% spread between the highest and lowest estimates.

Monte Carlo simulation across 5,000 scenarios estimates a 12% probability that the stock is trading below its intrinsic value, with a median simulated value of $228.86.

Clarity's 1-year price target is $320.21, reflecting expected earnings growth and margin trajectory.

AppLovin Corp is classified under the SaaS / Tech sector, and this valuation is based on 10-K · Filed 2026-02-19 filings sourced directly from SEC EDGAR. All models use trailing twelve month financials where available, with sector-appropriate growth and discount rate assumptions.

Not financial advice. For educational and research purposes only.
Updated Mar 22, 2026, 9:05 PM EDT · Powered by Clarity Valuation Engine · Methodology

AppLovin Corp (APP) Valuation Summary

Clarity's 6-model valuation engine estimates AppLovin Corp (APP) at $270.32 per share, compared to the current market price of $442.39. This represents a 38.9% downside from the current price. The verdict is SIGNIFICANTLY OVERVALUED.

This valuation was generated from AppLovin Corp's 10-K · Filed 2026-02-19 filing, classified in the SaaS / Tech sector with high confidence. Model agreement is LOW with a 42% spread across models.

Models used: DCF (scenario-weighted), Residual Income, Comparable Companies, EV/Revenue, ROIC Fade, and Dividend Discount Model. All data sourced from SEC EDGAR and validated against XBRL structured filings.