AppLovin Corporation (APP) vs Western Digital Corporation (WDC)

APP leads on 11 of 15 compared metrics, though WDC is the cheaper stock.

A side-by-side comparison of AppLovin Corporation and Western Digital Corporation across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 7, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — APP vs WDC

growth of $100 · last 5y
APP +734.0%WDC +1012.6%WDC compounded faster
05001k2kStart $10020222023202420252026$834$1,113
APP WDC

APP vs WDC: by the numbers

  • WDC is the larger company ($183.50B vs $180.89B market cap).
  • WDC trades at the lower earnings multiple (33.81 vs 46.72 P/E).
  • APP converts more revenue to profit (64.29% vs 55.07% net margin).
  • APP grew revenue faster over the past five years (27.99% vs -6.28% CAGR).
  • WDC pays a dividend (0.10% yield) while APP does not currently pay one.

Which is better, APP or WDC?

Metric tally: APP 11 · WDC 4

It depends on what you're optimizing for:

ValueWDC(lower P/E)
GrowthAPP(faster 5Y revenue CAGR)
QualityAPP(higher ROIC)

Metrics side by side

Valuation

MetricAPPWDC
P/E ratio46.7233.81
Forward P/E33.7657.82
P/S ratio29.8818.44
P/B ratio77.9322.43
PEG ratio0.622.62
EV / EBITDA37.7454.38
FCF yield2.39%1.34%

Profitability

MetricAPPWDC
Gross margin88.37%45.43%
Operating margin77.09%30.78%
Net margin64.29%55.07%
ROE167.67%67.00%
ROIC60.71%21.53%

Dividends

MetricAPPWDC
Dividend yield0.10%
Payout ratio11.30%

Growth (annualized)

MetricAPPWDC
Revenue CAGR (5Y)27.99%-6.28%
EPS CAGR (5Y)73.54%12.92%
FCF CAGR (5Y)79.57%78.08%
Total return CAGR (5Y)52.00%61.85%

Frequently asked

Which is better, APP or WDC?
It depends on your goal. value: WDC (lower P/E); growth: APP (faster 5Y revenue CAGR); quality: APP (higher ROIC). Across all compared metrics, APP leads 11 to 4.
Is APP or WDC cheaper?
On trailing earnings, WDC is cheaper: APP trades at a 46.72 P/E and WDC at 33.81.
Which has grown faster, APP or WDC?
Over the past five years, APP grew revenue faster — APP at a 27.99% CAGR versus WDC at -6.28%.
Does APP or WDC pay a bigger dividend?
WDC pays a dividend (0.10% yield) while APP does not currently pay one.
Is APP or WDC more profitable?
APP runs the higher net margin — APP at 64.29% versus WDC at 55.07%.
Which has been the better investment, APP or WDC?
Over the past 5-year, APP delivered the higher annualized total return — APP at 52.00% versus WDC at 34.33%. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified July 7, 2026.