AppLovin
APP · Advertising
$260.25
1.5%Omnicom Group
OMC · Advertising
$82.68
0.1%The short version
- Omnicom Group is the larger business, with $17.3B of revenue in fiscal 2025 against $5.5B for AppLovin, about 3.2 times as much.
- AppLovin grew revenue faster (70.0%, against 10.1%).
- AppLovin kept more of each dollar of sales as operating profit (75.8% operating margin, against 2.6% operating margin).
- AppLovin earned a higher return on the capital invested in it (98.2%, against 2.0%).
- Investors pay more for each dollar of Omnicom Group’s earnings: a P/E of 80.3x against 20.0x for AppLovin.
| Latest fiscal year | APP · FY25 | OMC · FY25 |
|---|---|---|
| Size | ||
| Market cap | $87.7B | $22.8B |
| Revenue | $5.5B | $17.3B |
| Free cash flow | — | $2.8B |
| Net income | $3.3B | −$54.5M |
| Growth | ||
| Revenue growth | 70.0% | 10.1% |
| 5-year growth | 30.5% | 5.6% |
| Share count change | −1.7% | 3.2% |
| Profitability | ||
| Gross margin | 87.9% | 8.5% |
| Operating margin | 75.8% | 2.6% |
| Net margin | 60.8% | −0.3% |
| FCF margin | — | 16.1% |
| Return on capital | 98.2% | 2.0% |
| Return on equity | 206.8% | −0.7% |
| Balance sheet | ||
| Net debt | $1.1B | $2.6B |
| Net debt / EBITDA | 0.3x | 3.6x |
| Dividends and buybacks | $2.2B | $1.3B |
| Valuation & quality | ||
| P/E | 20.0x | 80.3x |
| Piotroski F-score | 9 | 3 |
FY16
APP —
OMC $15.4B
FY17
APP —
OMC $15.3B
FY18
APP —
OMC $15.3B
FY19
APP $994M
OMC $15.0B
FY20
APP $1.5B
OMC $13.2B
FY21
APP $2.8B
OMC $14.3B
FY22
APP $2.8B
OMC $14.3B
FY23
APP $1.8B
OMC $14.7B
FY24
APP $3.2B
OMC $15.7B
FY25
APP $5.5B
OMC $17.3B
APP
OMC
FY16
APP —
OMC 13.2%
FY17
APP —
OMC 13.6%
FY18
APP —
OMC 14.0%
FY19
APP 19.6%
OMC 14.2%
FY20
APP −4.3%
OMC 12.1%
FY21
APP 5.4%
OMC 15.4%
FY22
APP −1.7%
OMC 14.6%
FY23
APP 41.9%
OMC 14.3%
FY24
APP 59.3%
OMC 14.5%
FY25
APP 75.8%
OMC 2.6%
APP
OMC
FY16
APP —
OMC $1.8B
FY17
APP —
OMC $1.9B
FY18
APP —
OMC $1.5B
FY19
APP $195M
OMC $1.8B
FY20
APP $220M
OMC $1.6B
FY21
APP $360M
OMC $1.3B
FY22
APP $412M
OMC $848M
FY23
APP $1.1B
OMC $1.3B
FY24
APP $2.1B
OMC $1.6B
FY25
APP —
OMC $2.8B
APP
OMC
FY16
APP —
OMC 29.3%
FY17
APP —
OMC 29.8%
FY18
APP —
OMC 36.8%
FY19
APP —
OMC 36.1%
FY20
APP —
OMC 28.2%
FY21
APP 4.5%
OMC 40.2%
FY22
APP −0.9%
OMC 31.4%
FY23
APP 16.8%
OMC 28.7%
FY24
APP 45.3%
OMC 27.4%
FY25
APP 98.2%
OMC 2.0%
APP
OMC
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.