AppLovin 对比 Omnicom Group
可添加、更换或移除公司，最多四家。
简而言之
- Omnicom Group 规模更大:2025 财年营收 $17.3B，AppLovin 为 $5.5B，约为后者的 3.2 倍。
- AppLovin 营收增长更快(70.0%，对方为 10.1%)。
- AppLovin 每一美元销售额中留下的营业利润更多(营业利润率 75.8%，对方为 2.6%)。
- AppLovin 的投入资本回报更高(98.2%，对方为 2.0%)。
- 投资者愿为 Omnicom Group 每一美元的盈利支付更高价格：市盈率 80.3x，而 AppLovin 为 20.0x。
| 最近财年 | APP · FY25 | OMC · FY25 |
|---|---|---|
| 规模 | ||
| 市值 | $87.7B | $22.8B |
| 营收 | $5.5B | $17.3B |
| 自由现金流 | — | $2.8B |
| 净利润 | $3.3B | −$54.5M |
| 增长 | ||
| 营收增长 | 70.0% | 10.1% |
| 5年增长率 | 30.5% | 5.6% |
| 股数变化 | −1.7% | 3.2% |
| 盈利能力 | ||
| 毛利率 | 87.9% | 8.5% |
| 营业利润率 | 75.8% | 2.6% |
| 净利率 | 60.8% | −0.3% |
| 自由现金流利润率 | — | 16.1% |
| 资本回报率 | 98.2% | 2.0% |
| 股本回报率 | 206.8% | −0.7% |
| 资产负债表 | ||
| 净债务 | $1.1B | $2.6B |
| 净债务 / EBITDA | 0.3x | 3.6x |
| 股息与回购 | $2.2B | $1.3B |
| 估值与质量 | ||
| 市盈率 | 20.0x | 80.3x |
| Piotroski F 分数 | 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
各公司最近一个财年的数据；各公司财年结束月份不同。在越高(或越低)明显越好的行中，突出显示最佳值。不构成投资建议。