Sectivia

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 9.0× larger than AppLovin by market cap; AppLovin trades at the lower P/E (43.0 vs 396.5); year to date, Tesla leads (−9.3% vs −24.8%).

Side by side

APPTSLA
Market cap$170B$1.5T
Price$506.98$407.76
Today−2.6%+0.3%
Return YTD−24.8%−9.3%
Return 1Y+46.4%+31.6%
P/E43.0396.5
P/S27.615.6
P/B72.118.2

Data as of 2026-07-11 · updates daily after U.S. close

The two companies

AppLovinAPP

NASDAQ · USA

AI-driven advertising platform (the Axon engine) that matches ads and users in apps — one of the most cited examples of applied AI in the advertising market.

AI advertisingApp monetization
Full APP profile →

TeslaTSLA

NASDAQ · USA

Electric vehicle maker increasingly priced as an AI company: autonomous driving technology (FSD/robotaxi) and Optimus robots built on proprietary AI chips and data.

AI exposureRoboticsEnergy storage
Full TSLA profile →

More comparisons in AI software & productivity

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