Sectivia

AppLovinvs.Workday

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

AppLovin is about 2.4× larger than Workday by market cap; AppLovin trades at the lower P/E (23.7 vs 51.1); year to date, Workday leads (−7.3% vs −55.7%).

Side by side

APPWDAY
Market cap$105B$43.3B
Price$310.54$194.42
Today+4.0%−2.4%
Return YTD−55.7%−7.3%
Return 1Y−32.4%−10.0%
P/E23.751.1
P/S15.34.4
P/B33.16.5

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 →

WorkdayWDAY

NASDAQ · USA

Cloud HR and finance software for large employers, with AI built in.

HR & finance software
Full WDAY profile →

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