Sectivia

AppLovinvs.Meta Platforms

APP vs META · both in AI software & productivity, part of the AI & digital infrastructure value chain: Embeds AI models into the products and workflows we already use.

Meta Platforms is about 14× larger than AppLovin by market cap; year to date, Meta Platforms leads (−15.3% vs −55.7%).

Side by side

APPMETA
Market cap$105B$1.5T
Price$310.54$570.05
Today+4.0%+2.0%
Return YTD−55.7%−15.3%
Return 1Y−32.4%−25.9%
P/E23.722.3
P/S15.36.6
P/B33.15.8

Data as of 2026-08-26 · updates daily after U.S. close

The two companies

AppLovinAPP

NASDAQ · USA

The Axon engine decides which ad a given app user sees, and its results are among the most cited evidence that applied AI pays off in advertising.

AI advertisingApp monetization
Full APP profile →

Meta PlatformsMETA

NASDAQ · USA

Facebook and Instagram pay for one of the largest AI build-outs anywhere: GPU clusters at enormous scale, the Llama models released openly, and advertising tools that are so far the clearest payoff. Meta AI and the smart glasses are the consumer end of it.

AI softwareOpen-source modelsAdvertising
Full META profile →

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See where APP and META sit in the full AI & digital infrastructure map: every segment from suppliers to end markets.Open the AI value chain →