AppLovinvs.Tesla
APP vs TSLA · both in AI software & productivity, part of the AI & digital infrastructure value chain: Embeds AI models into the products and workflows we already use.
Tesla is about 13× larger than AppLovin by market cap; AppLovin trades at the lower P/E (23.7 vs 352.8); year to date, Tesla leads (−22.4% vs −55.7%).
Side by side
| APP | TSLA | |
|---|---|---|
| Market cap | $105B | $1.3T |
| Price | $310.54 | $350.25 |
| Today | +4.0% | +0.4% |
| Return YTD | −55.7% | −22.4% |
| Return 1Y | −32.4% | +2.6% |
| P/E | 23.7 | 352.8 |
| P/S | 15.3 | 13.0 |
| P/B | 33.1 | 15.5 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
AppLovinAPP
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.
Full APP profile →TeslaTSLA
Selling electric cars and energy storage pays the bills, but the share price increasingly rests on software: autonomous driving under the FSD and robotaxi banner, and the Optimus humanoid robot, both built on AI chips and data Tesla owns outright.
Full TSLA profile →More APP & TSLA comparisons
Other head-to-heads in the AI software & productivity segment.