Affirm Holdings Inc vs Applovin Corporation — how do they compare? Affirm Holdings Inc trades at $76.81 (market cap $25.30B), while Applovin Corporation trades at $321.23 (market cap $113.45B). The key difference: Applovin Corporation is far larger — about 4.5× Affirm Holdings Inc's market cap, and Affirm Holdings Inc is trading nearer its 52-week high, Applovin Corporation nearer its low. Which is the better fit depends on your goals.
| AFRM | APP | |
|---|---|---|
Market Cap | $25.30B | $113.45B |
Sector | Financials | Technology |
52-Week High | $92.18 | $733.60 |
52-Week Low | $42.53 | $335.67 |
Enterprise Value | $31.91B | $113.91B |
Signals from Pluang's Aura AI — not financial advice
AFRM trades at $75.25, down 1.74% on the day, with a bullish technical signal supported by moving averages. The company reported strong revenue growth to $3.22B in 2025, turning profitable with net income of $52.19M, and has beaten EPS estimates in recent quarters. Positive sentiment is driven by analyst optimism and expanding merchant partnerships.
Outlook remains favorable with a consensus price target of $96.00, indicating 28% upside. Risks include high valuation multiples (P/E 68.41) and sensitivity to interest rate changes. Continued execution on growth and profitability will be key for stock performance.
AppLovin (APP) trades at $346.80, down 3.32% amid a bearish technical outlook despite strong fundamentals. The stock faces selling pressure after Q2 revenue missed expectations, though it maintains exceptional profitability with 64.58% net margins and 53% YoY revenue growth. Analyst consensus remains bullish with an $569.60 price target, but technical indicators show 18 sell signals versus 2 buys.
The stock presents a growth-at-a-reasonable-price opportunity post-selloff, trading at 26x P/E with 80% analyst buy ratings. Key risks include execution volatility in AI-driven ad pricing and high valuation multiples. Upside depends on Q3 results meeting elevated guidance of 47% growth.
Trailing returns across standard periods
Latest headlines on both assets
Affirm Holdings Inc offers a platform for digital and mobile first commerce. It comprises a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The firm generates its revenue from merchant networks, and through virtual card networks among others. Geographically, it generates a major share of its revenue from the United States.
Read more on AFRM →AppLovin provides a software platform for mobile app developers to market, monetize, and analyze their apps. Its AI-powered tools help developers grow their business by connecting them with global advertising networks.
Read more on APP →