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 16× larger than AppLovin by market cap; AppLovin trades at the lower P/E (21.0 vs 397.1); year to date, Tesla leads (−16.6% vs −58.4%).
Side by side
| APP | TSLA | |
|---|---|---|
| Market cap | $92.7B | $1.5T |
| Price | $277.04 | $382.70 |
| Today | −1.1% | +2.1% |
| Return YTD | −58.4% | −16.6% |
| Return 1Y | −55.5% | −14.5% |
| Since June 26, 2026 | −41.9% | +0.8% |
| P/E | 21.0 | 397.1 |
| P/S | 13.6 | 14.6 |
| P/B | 29.3 | 17.4 |
Data as of 2026-10-09 · updates daily after U.S. close
Since June 26, 2026: the change in the closing price, from the daily closes Sectivia records itself since that date.
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
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