ADBE vs APP vs DDOG
161 measures in 16 categories, one definition each, computed from filings and market data.
APP88.3
AppLovin Corporation
Technology · Software - Application
$266.13 −4.71%$89.4B mkt cap
Score DNA
Price, rebased to 100 three years ago
ADBE APP DDOG · weekly adjusted closesSmart money 8Valuation 16Profitability (TTM) 12Returns on capital 11Growth 17Margin history & stability 7Liquidity (latest quarter) 7Leverage & solvency (latest quarter) 13Efficiency 11Cash flow & earnings quality 7Dividends & buybacks 9Scores & forensic checks 15Per share 7Size (TTM) 8Price performance 9Technicals 4
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.
Smart money
8 measures| Measure | ADBE | APP | DDOG |
|---|---|---|---|
| Insider open-market buys, 180d | 1 | 0 | 0 |
| Insider $ bought, 180d | $1.95M | — | — |
| Congress purchases, 180d | 3 | 11 | 6 |
| Last Congress purchase | 2026-08-10 | 2026-09-25 | 2026-05-19 |
| 13F net change in holders | −190 | +74 | +224 |
| ETFs adding shares, 30d | 1,728 | 1,463 | 1,471 |
| ETFs trimming, 30d | 1,524 | 1,095 | 1,085 |
| Net ETF funds, 30d | +204 | +368 | +386 |
Valuation
16 measures| Measure | ADBE | APP | DDOG |
|---|---|---|---|
| P/E (TTM) | 13.1x
9th
|
20.3x
29th
|
499.7x
96th
|
| PEG (P/E ÷ 3-yr EPS CAGR) | 0.72
26th
|
0.04
0th
|
— |
| Price / sales | 3.7x
42nd
|
13.1x
90th
|
22.4x
96th
|
| Price / book | 8.1x
75th
|
28.3x
95th
|
20.3x
92nd
|
| Price / tangible book | — | 135.1x
99th
|
26.4x
91st
|
| Price / free cash flow | 8.7x
14th
|
19.9x
56th
|
76.8x
96th
|
| Price / operating cash flow | 8.6x
14th
|
19.7x
59th
|
72.2x
95th
|
| Enterprise value | $96.6B
96th
|
$89.9B
95th
|
$85.0B
93rd
|
| EV / sales | 3.7x
43rd
|
13.2x
92nd
|
21.4x
96th
|
| EV / EBITDA | 9.5x
14th
|
16.2x
41st
|
270.6x
98th
|
| EV / EBIT | 10.3x
8th
|
16.6x
27th
|
374.9x
97th
|
| EV / free cash flow | 8.8x
12th
|
20.0x
56th
|
73.6x
96th
|
| Earnings yield | 7.6%
95th
|
4.9%
82nd
|
0.2%
42nd
|
| FCF yield | 11.5%
88th
|
5.0%
53rd
|
1.3%
19th
|
| Operating cash flow yield | 11.7%
88th
|
5.1%
49th
|
1.4%
18th
|
| Graham number (per share) | $111.16
95th
|
$52.43
75th
|
$11.34
34th
|
Profitability (TTM)
12 measures| Measure | ADBE | APP | DDOG |
|---|---|---|---|
| Gross margin | 89.1%
99th
|
88.5%
98th
|
79.5%
77th
|
| EBITDA margin | 39.2%
87th
|
81.3%
97th
|
7.9%
40th
|
| Operating margin | 35.7%
93rd
|
77.4%
98th
|
0.4%
34th
|
| EBIT margin | 36.2%
88th
|
79.3%
97th
|
5.7%
45th
|
| Net margin | 28.0%
89th
|
64.6%
98th
|
4.5%
48th
|
| NOPAT margin | 28.0%
90th
|
65.5%
97th
|
0.3%
37th
|
| FCF margin | 42.1%
94th
|
65.9%
98th
|
29.1%
79th
|
| Operating cash flow margin | 42.9%
93rd
|
66.3%
98th
|
31.0%
77th
|
| R&D / revenue | 18.1%
49th
|
4.7%
13th
|
43.7%
94th
|
| SG&A / revenue | 34.9%
38th
|
6.3%
1st
|
35.5%
41st
|
| Stock comp / revenue | 8.0%
51st
|
4.1%
27th
|
20.7%
89th
|
| Effective tax rate | 21.5%
70th
|
15.4%
20th
|
11.1%
16th
|
Returns on capital
11 measures| Measure | ADBE | APP | DDOG |
|---|---|---|---|
| ROE (on average equity) | 61.9%
91st
|
203.7%
100th
|
4.7%
47th
|
| ROA | 24.8%
93rd
|
62.0%
99th
|
2.7%
49th
|
| ROIC | 56.5%
87th
|
123.5%
95th
|
2.0%
42nd
|
| ROCE | 52.0%
96th
|
77.2%
99th
|
4.0%
44th
|
| Return on tangible assets | 32.0%
95th
|
76.1%
100th
|
3.4%
46th
|
| Cash ROIC (OCF / invested capital) | 86.5%
81st
|
124.9%
89th
|
186.4%
93rd
|
| Gross profitability (GP / assets) | 77.1%
88th
|
73.1%
85th
|
41.8%
57th
|
| ROIC, 3-yr average | 43.4%
89th
|
— | — |
| ROIC, 5-yr average | 44.2%
93rd
|
11.2%
68th
|
-5.6%
37th
|
| ROE, 5-yr average | 44.8%
95th
|
89.0%
100th
|
2.0%
58th
|
| Incremental ROIC | 1,513.4%
100th
|
121.0%
80th
|
-8.2%
33rd
|
Growth
17 measures| Measure | ADBE | APP | DDOG |
|---|---|---|---|
| Revenue growth (TTM YoY) | 12.0%
39th
|
37.9%
86th
|
31.5%
82nd
|
| Revenue growth (QoQ) | 2.1%
26th
|
4.4%
47th
|
11.4%
84th
|
| Revenue CAGR, 3 yr | 11.2%
39th
|
33.3%
94th
|
27.9%
88th
|
| Revenue CAGR, 5 yr | 11.5%
25th
|
59.2%
94th
|
39.0%
82nd
|
| Gross profit CAGR, 3 yr | 11.7%
36th
|
52.9%
98th
|
28.0%
84th
|
| Operating income CAGR, 3 yr | 13.1%
27th
|
188.9%
100th
|
— |
| Net income growth (TTM YoY) | 4.7%
30th
|
81.5%
68th
|
42.5%
55th
|
| Net income CAGR, 3 yr | 12.5%
32nd
|
503.2%
100th
|
— |
| EPS growth (TTM YoY) | 14.0%
41st
|
83.8%
70th
|
39.8%
56th
|
| EPS CAGR, 3 yr | 18.2%
45th
|
519.6%
100th
|
— |
| EPS CAGR, 5 yr | 8.7%
32nd
|
217.0%
100th
|
— |
| FCF growth (TTM YoY) | 14.0%
26th
|
58.0%
72nd
|
21.2%
38th
|
| FCF CAGR, 3 yr | 12.8%
16th
|
74.4%
80th
|
39.9%
61st
|
| Operating cash flow CAGR, 3 yr | 11.6%
16th
|
74.2%
85th
|
36.3%
66th
|
| Book value CAGR, 3 yr | -4.7%
20th
|
31.2%
88th
|
32.3%
89th
|
| Dividend CAGR, 3 yr | — | — | — |
| Sustainable growth rate | 61.9%
87th
|
203.7%
100th
|
4.7%
14th
|
Margin history & stability
7 measures| Measure | ADBE | APP | DDOG |
|---|---|---|---|
| Gross margin, 3-yr average | 88.9%
96th
|
81.4%
80th
|
80.3%
75th
|
| Operating margin, 3-yr average | 34.4%
96th
|
55.4%
100th
|
0.6%
44th
|
| Net margin, 3-yr average | 27.9%
95th
|
45.6%
99th
|
5.1%
50th
|
| FCF margin, 3-yr average | 38.2%
92nd
|
54.0%
100th
|
29.6%
81st
|
| Revenue stability (0-1) | 0.99
81st
|
0.98
54th
|
0.99
68th
|
| Earnings stability (0-1) | 0.54
45th
|
0.80
75th
|
0.68
63rd
|
| Margin stability (0-1) | 0.99
97th
|
0.83
13th
|
0.98
66th
|
Liquidity (latest quarter)
7 measures| Measure | ADBE | APP | DDOG |
|---|---|---|---|
| Cash & short-term investments | $5.6B
95th
|
$3.1B
89th
|
$5.0B
93rd
|
| Net cash (− = net debt) | −$1.1B
16th
|
−$461.8M
23rd
|
$3.7B
96th
|
| Working capital | −$2.7B
2nd
|
$4.1B
96th
|
$4.1B
96th
|
| Current ratio | 0.77
9th
|
4.30
81st
|
3.20
70th
|
| Quick ratio | 0.77
9th
|
4.30
81st
|
3.20
70th
|
| Cash ratio (cash + ST investments / current liabilities) | 0.47
30th
|
2.43
74th
|
2.66
77th
|
| Defensive interval (days) | 204 days
22nd
|
2,533 days
96th
|
676 days
80th
|
Leverage & solvency (latest quarter)
13 measures| Measure | ADBE | APP | DDOG |
|---|---|---|---|
| Total debt | $6.8B
91st
|
$3.5B
86th
|
$1.3B
74th
|
| Debt / equity | 0.57
67th
|
1.11
81st
|
0.29
49th
|
| Net debt / equity | 0.10
67th
|
0.15
71st
|
−0.85
12th
|
| Debt / assets | 22.6%
62nd
|
42.5%
86th
|
16.9%
53rd
|
| Debt / capital | 36.5%
67th
|
52.6%
81st
|
22.6%
49th
|
| Debt / EBITDA | 0.66
26th
|
0.63
25th
|
4.07
74th
|
| Net debt / EBITDA | 0.11
59th
|
0.08
58th
|
−11.80
8th
|
| Interest coverage (EBIT / interest) | 36.2x
84th
|
26.4x
81st
|
8.4x
59th
|
| Cash interest coverage | 42.9x
73rd
|
22.1x
61st
|
45.6x
76th
|
| Debt payback (years of OCF) | 0.6 yrs
37th
|
0.8 yrs
40th
|
1.0 yrs
49th
|
| Liabilities / assets | 60.8%
65th
|
61.7%
66th
|
42.1%
38th
|
| IS credit model rating | AA+ | AA+ | AA- |
| Implied credit spread (bps) | 65
5th
|
65
5th
|
100
27th
|
Efficiency
11 measures| Measure | ADBE | APP | DDOG |
|---|---|---|---|
| Asset turnover | 0.88
77th
|
0.96
83rd
|
0.59
51st
|
| Fixed asset turnover | 12.05
50th
|
61.00
96th
|
6.44
31st
|
| Inventory turnover | — | — | — |
| Receivables turnover | 12.4
82nd
|
3.6
15th
|
5.5
39th
|
| Days sales outstanding | 29 days
21st
|
100 days
85th
|
66 days
62nd
|
| Days inventory outstanding | — | — | — |
| Days payables outstanding | 55 days
74th
|
309 days
97th
|
115 days
86th
|
| Cash conversion cycle (days) | −26 days
14th
|
−208 days
3rd
|
−49 days
11th
|
| Capex / revenue | 0.8%
34th
|
0.4%
17th
|
1.9%
61st
|
| Capex / depreciation | 0.28
35th
|
0.21
29th
|
0.85
76th
|
| Operating expense ratio | 53.3%
35th
|
10.6%
1st
|
78.1%
74th
|
Cash flow & earnings quality
7 measures| Measure | ADBE | APP | DDOG |
|---|---|---|---|
| Operating cash flow / net income | 1.53
33rd
|
1.03
12th
|
6.92
91st
|
| FCF / net income | 1.50
40th
|
1.02
18th
|
6.50
93rd
|
| FCF / operating cash flow | 98.1%
81st
|
99.4%
94th
|
94.0%
50th
|
| Capex / operating cash flow | 1.9%
19th
|
0.6%
6th
|
6.0%
50th
|
| Accruals ratio | -13.2%
39th
|
-1.7%
86th
|
-15.7%
30th
|
| Sloan accruals ratio | -12.5%
24th
|
29.6%
96th
|
11.3%
86th
|
| Earnings quality score (0-1) | 0.75
11th
|
1.00
80th
|
0.75
11th
|
Scores & forensic checks
15 measures| Measure | ADBE | APP | DDOG |
|---|---|---|---|
| IS score | 79
93rd
|
88
99th
|
73
80th
|
| IS profitability | 100
99th
|
100
99th
|
30
43rd
|
| IS growth | 58
35th
|
100
100th
|
76
71st
|
| IS value | 40
57th
|
38
48th
|
36
43rd
|
| IS momentum | 80
58th
|
93
81st
|
100
95th
|
| IS risk (safety) | 100
61st
|
100
61st
|
100
61st
|
| IS quality | 91
99th
|
87
96th
|
70
58th
|
| IS balance sheet | 74
54th
|
81
65th
|
91
90th
|
| IS earnings quality | 66
77th
|
65
76th
|
48
38th
|
| IS cash flow | 94
93rd
|
93
90th
|
88
84th
|
| Piotroski F-score (0-9) | 7
57th
|
9
96th
|
6
38th
|
| Altman Z-score | 7.9
83rd
|
24.5
96th
|
19.4
94th
|
| Beneish M-score | −3.04
27th
|
−2.14
80th
|
−2.69
55th
|
| Ohlson O-score | −8.95
26th
|
−10.63
11th
|
−9.65
15th
|
| IS credit score | 93
91st
|
94
94th
|
81
68th
|
Size (TTM)
8 measures| Measure | ADBE | APP | DDOG |
|---|---|---|---|
| Market cap | $95.4B
96th
|
$89.4B
95th
|
$88.7B
94th
|
| Revenue | $26.0B
98th
|
$6.8B
91st
|
$4.0B
84th
|
| EBITDA | $10.2B
99th
|
$5.6B
96th
|
$314.1M
71st
|
| Net income | $7.3B
99th
|
$4.4B
96th
|
$177.6M
71st
|
| Free cash flow | $10.9B
99th
|
$4.5B
95th
|
$1.2B
85th
|
| Total assets | $30.0B
92nd
|
$8.3B
81st
|
$7.5B
80th
|
| Shareholders' equity | $11.8B
92nd
|
$3.2B
80th
|
$4.4B
85th
|
| Employees | 31,360
97th
|
887
20th
|
8,100
84th
|
Price performance
9 measures| Measure | ADBE | APP | DDOG |
|---|---|---|---|
| 1 day | −2.6% | −4.7% | −7.2% |
| 1 week | +1.2% | −3.9% | −15.7% |
| 1 month | −3.0% | −17.2% | +4.7% |
| 3 months | +4.5% | −37.3% | −6.1% |
| 6 months | +0.3% | −44.2% | +95.2% |
| Year to date | −26.4% | −57.0% | +84.7% |
| 1 year | −25.8% | −55.8% | +54.4% |
| 3 years, cumulative | −55.4% | +560.7% | +176.3% |
| 5 years, cumulative | −57.5% | +208.2% | +76.1% |
Technicals
4 measures| Measure | ADBE | APP | DDOG |
|---|---|---|---|
| RSI 14 | 50.1 | 36.9 | 41.8 |
| From 52-week high | −32.6% | −63.9% | −17.8% |
| From 52-week low | +29.0% | +2.1% | +152.1% |
| Beta | 1.42 | 2.56 | 1.51 |
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17