APP vs OMC

AppLovin and Omnicom Group, both Communication Services

AppLovin is the larger company at $158B against $20B. Over the past year OMC returned +25% against -21% for APP.

AppLovin and Omnicom Groupcompared on valuation, return and Ryufin’s Smart Score
FigureAPPOMC
Last close$309$87.91
Market cap$158B$20B
Trailing P/Elower is cheaper for the same earnings, not automatically better23.8n/a
Dividend yieldn/a3.3%
1-year return-21%+25%
5-year return+403%+44%
Ryufin Smart Scoresector-relative, 1–1010/1010/10

Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.

AppLovin

Revenue of $1.9B in Q2 2026, net income $1.3B. Its largest reported line is Advertising, 39% of the disclosed total.

Omnicom Group

Revenue of $6.2B in Q1 2026, net income $405M. Its largest reported line is Integrated Media, 48% of the disclosed total.

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