$APP · The Motley Fool · 2026-11-05
AppLovin增长出色，其营业利润率几乎把每一美元营收中的80美分转化为营业利润和现金，表现非凡。尽管该股因类似Trade Desk的担忧而承受极大压力，且市销率估值非常昂贵，但只要增长保持出色，投资者就没有理由担心；说话者承认自己并不密切跟踪该公司。
逐段跳播
你想聊聊 App 吗？我不知道你有没有看过 Apploven。稍微看一下，这只股票当天涨了大约30%。所以，你想要一点好消息。Apploven 正在提供这个。我实在受不了，这对一家公司来说就是个糟糕的名字。
所以，股票代码不错。作为公司名字很糟糕。但数字一直，你知道，就像你谈到的 Marcato Libre 一样，向右上方移动。我这里看到的是他们过去12个月的营收，蓝色。橙色是他们的营业利润，然后紫色，紫线是他们的营业利润率。
那个营业利润率对我来说就是太令人印象深刻了。他们几乎把每一美元中的80美分转化为营业利润，并最终转化为现金，这简直太出色了。
do you want to cover app? I don't know if you look at looked at Apploven yet. A little bit stocks up about 30% on the day. So, you want to have a little bit of good news. Apploven is providing that.
I can't get over this is just a terrible name for a company. Um so good good ticker. Uh terrible name for a company. But the the numbers keep you know like you talked about with Marcato Libre moving up and to the right.
Uh what I got here is their uh trailing 12-month revenue in blue. Orange is their operating profit and then purple the purple line is their operating profit margin. That operating profit margin is what is just so impressive to me.
They're turning like almost 80 cents in every dollar into an operating profit and ultimately cash, which is just phenomenal.
是的，我是说，我昨天在另一个直播上听了一点财报电话会，但我对这家公司关注得没那么密切。我知道这只股票一直承受着极大压力，因为人们认为这是又一个 Trade Desk 式的情形。
就目前而言，增长非常出色。所以在那改变之前，我不明白投资者为什么要担心。但我还是那句话，我对这家公司关注得没那么密切。这是一家值得，也许今天已经值100亿到200亿了。所以是的，按市销率来看，它非常昂贵。
但正如我们所见，它也是一门非常赚钱的生意。所以，就是这样。
Yeah, I I mean I listened a little bit to the earnings score yesterday on on another stream, but I don't follow the company that closely. I know the stock has been under extreme pressure because people thought this was another uh the trade desk type of uh type of scenario.
As of right now, the growth is excellent. And so until that changes, I I don't see why uh investors should be worried. But I don't again I don't follow the company that closely.
It is a company worthund and maybe 1020 billion already today. So yeah, on a price to sales multiple, it's very expensive. But as we've seen, it's a very profitable business as well. So um so there's that.
观察点
这个频道对 $APP 的历次判断
The Motley Fool 在这只股票上共 2 条判断，这里只列相邻的几条。