APP vs SNDK
AppLovin and Sandisk, both Technology
Sandisk is the larger company at $118B against $115B. On trailing earnings SNDK is the cheaper of the two at a P/E of 6.6 against 23.4, a gap that is only a bargain if the two are growing at similar rates. APP keeps 78 cents of operating profit from each dollar of sales against 72 for SNDK, and SNDK grew sales faster over the last year, +272% against +58%. Over the past year SNDK returned +306% against -45% for APP. The RyuScore puts SNDK ahead, 90 against 76 out of 100.
| Figure | APP | Both figures drawn to one scale | SNDK |
|---|---|---|---|
| Last close | $349 | $831 | |
| Market cap | $115B | $118B | |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 23.4 | 6.6 | |
| Revenue growthlast twelve months on the year before | +58% | +272% | |
| Operating margin | 78% | 72% | |
| Net margin | 66% | 67% | |
| Free cash flow yield | n/a | 15% | |
| Net cashcash minus all debt | $342M net debt | n/a | |
| Insiders, 12 monthsopen-market Form 4 trades | sold $574M net | sold $134M net | |
| Short interestof shares outstanding | 3.3% | 3.2% | |
| 1-year return | -45% | +306% | |
| 5-year return | +270% | n/a | |
| RyuScore0 to 100 | 76/100 | 90/100 |
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 $2.2B in the quarter to Sep 30, 2026, net income $1.4B. Its largest reported line is Advertising, 39% of the disclosed total.
Sandisk
Revenue of $11B in the quarter to Oct 2, 2026, net income $8.1B. Its largest reported line is Edge, 61% of the disclosed total.
Open these two in the interactive comparison to add more names, change the period or see the correlation.