Applovin Corporation vs CDW Corp. — how do they compare? Applovin Corporation trades at $320 (market cap $113.45B), while CDW Corp. trades at $135.37 (market cap $17.06B). The key difference: Applovin Corporation is far larger — about 6.7× CDW Corp.'s market cap, and CDW Corp. pays a 1.85% dividend while Applovin Corporation pays none. Which is the better fit depends on your goals.
| APP | CDW | |
|---|---|---|
Market Cap | $113.45B | $17.06B |
Sector | Technology | Technology |
52-Week High | $733.60 | $170.77 |
52-Week Low | $318.68 | $99.30 |
Enterprise Value | $113.91B | $22.66B |
Dividend Yield | — | 1.85% |
Signals from Pluang's Aura AI — not financial advice
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.
CDW trades at $135.81, down 4.34% amid margin concerns despite Q2 2026 earnings beat. The stock shows neutral technical signals with support at $134 and resistance at $139. Fundamentals remain solid with 10% revenue growth and strong ROE of 44.01%, though net margins compressed to 4.6%. Recent news highlights CFO transition plans for 2027 and continued dividend payments.
Outlook remains positive with analyst consensus at Buy (70.59%) and $148.67 price target, offering 9.5% upside. Key risks include margin pressure from hardware mix shift and elevated debt levels. AI infrastructure demand provides growth catalyst, but investors should monitor execution amid leadership changes.
Trailing returns across standard periods
Latest headlines on both assets
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 →CDW Corp is a value-added reseller operating in the U.S. (95% of sales) and Canada (5%). The company has more than 100,000 products on its line of cards that range from notebooks to data center software. Roughly half of CDW's revenue comes from midsize and large businesses, with the remaining from small businesses, government agencies, education institutions, and health-care organizations.
Read more on CDW →