APP vs TTD
AppLovin and Trade Desk (The), both Communication Services
AppLovin is the larger company at $158B against $8.7B. On trailing earnings TTD is the cheaper of the two at a P/E of 14.9 against 23.8, a gap that is only a bargain if the two are growing at similar rates. Over the past year APP returned -21% against -85% for TTD. Ryufin's sector-relative Smart Score puts APP ahead, 10/10 against 5/10.
| Figure | APP | TTD |
|---|---|---|
| Last close | $309 | $13.01 |
| Market cap | $158B | $8.7B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 23.8 | 14.9 |
| 1-year return | -21% | -85% |
| 5-year return | +403% | -84% |
| Ryufin Smart Scoresector-relative, 1–10 | 10/10 | 5/10 |
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.
Trade Desk (The)
Revenue of $689M in Q1 2026, net income $40M.
Open these two in the interactive comparison to add more names, change the period or read the correlation.