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APP vs. DELL
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

APP vs. DELL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AppLovin Corporation (APP) and Dell Technologies Inc. (DELL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, APP achieves a -16.34% return, which is significantly lower than DELL's 220.76% return.


APP

1D
1.16%
1M
20.31%
YTD
-16.34%
6M
-18.28%
1Y
34.89%
3Y*
191.92%
5Y*
47.68%
10Y*

DELL

1D
1.62%
1M
53.87%
YTD
220.76%
6M
187.56%
1Y
257.68%
3Y*
107.08%
5Y*
52.91%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

APP vs. DELL - Yearly Performance Comparison


2026 (YTD)20252024202320222021
APP
AppLovin Corporation
-16.34%108.08%712.62%278.44%-88.83%44.57%
DELL
Dell Technologies Inc.
220.76%11.22%52.97%95.85%-26.63%12.03%

Correlation

The correlation between APP and DELL is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.23

Correlation (3Y)
Calculated over the trailing 3-year period

0.27

Correlation (5Y)
Calculated over the trailing 5-year period

0.31

Correlation (All Time)
Calculated using the full available price history since Apr 16, 2021

0.30

Fundamentals

Market Cap

APP:

$190.94B

DELL:

$262.91B

EPS

APP:

$11.64

DELL:

$12.42

PE Ratio

APP:

48.43

DELL:

32.27

PEG Ratio

APP:

0.15

DELL:

2.05

PS Ratio

APP:

31.13

DELL:

2.02

Total Revenue (TTM)

APP:

$6.16B

DELL:

$134.00B

Gross Profit (TTM)

APP:

$5.45B

DELL:

$25.67B

EBITDA (TTM)

APP:

$4.87B

DELL:

$10.64B

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Return for Risk

APP vs. DELL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

APP
APP Risk / Return Rank: 5858
Overall Rank
APP Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
APP Sortino Ratio Rank: 5757
Sortino Ratio Rank
APP Omega Ratio Rank: 5858
Omega Ratio Rank
APP Calmar Ratio Rank: 5858
Calmar Ratio Rank
APP Martin Ratio Rank: 5858
Martin Ratio Rank

DELL
DELL Risk / Return Rank: 9696
Overall Rank
DELL Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
DELL Sortino Ratio Rank: 9797
Sortino Ratio Rank
DELL Omega Ratio Rank: 9595
Omega Ratio Rank
DELL Calmar Ratio Rank: 9696
Calmar Ratio Rank
DELL Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

APP vs. DELL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AppLovin Corporation (APP) and Dell Technologies Inc. (DELL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


APPDELLDifference
Sharpe ratioReturn per unit of total volatility

-3.47

Sortino ratioReturn per unit of downside risk

-3.57

Omega ratioGain probability vs. loss probability

1.14

1.58

-0.43

Calmar ratioReturn relative to maximum drawdown

0.70

8.02

-7.32

Martin ratioReturn relative to average drawdown

1.41

18.09

-16.68

APP vs. DELL - Sharpe Ratio Comparison

The current APP Sharpe Ratio is 0.50, which is lower than the DELL Sharpe Ratio of 3.97. The chart below compares the historical Sharpe Ratios of APP and DELL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


APPDELLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.50

3.97

-3.47

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.62

1.05

-0.43

Sharpe Ratio (All Time)

Calculated using the full available price history

0.68

1.05

-0.37

Drawdowns

APP vs. DELL - Drawdown Comparison

The maximum APP drawdown since its inception was -91.90%, which is greater than DELL's maximum drawdown of -59.59%. Use the drawdown chart below to compare losses from any high point for APP and DELL.


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Drawdown Indicators


APPDELLDifference

Max Drawdown

Largest peak-to-trough decline

-91.90%

-59.59%

-32.31%

Max Drawdown (1Y)

Largest decline over 1 year

-49.99%

-32.34%

-17.65%

Max Drawdown (3Y)

Largest decline over 3 years

-57.00%

-59.59%

+2.59%

Max Drawdown (5Y)

Largest decline over 5 years

-91.90%

-59.59%

-32.31%

Current Drawdown

Current decline from peak

-23.16%

-13.99%

-9.17%

Average Drawdown

Average peak-to-trough decline

-42.46%

-18.49%

-23.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

25.30%

14.32%

+10.98%

Volatility

APP vs. DELL - Volatility Comparison

The current volatility for AppLovin Corporation (APP) is 20.37%, while Dell Technologies Inc. (DELL) has a volatility of 37.86%. This indicates that APP experiences smaller price fluctuations and is considered to be less risky than DELL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


APPDELLDifference

Volatility (1M)

Calculated over the trailing 1-month period

20.37%

37.86%

-17.49%

Volatility (6M)

Calculated over the trailing 6-month period

58.24%

54.13%

+4.11%

Volatility (1Y)

Calculated over the trailing 1-year period

70.86%

65.53%

+5.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

77.73%

50.75%

+26.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

77.47%

47.95%

+29.52%

Dividends

APP vs. DELL - Dividend Comparison

APP has not paid dividends to shareholders, while DELL's dividend yield for the trailing twelve months is around 0.55%.


PositionTTM2025202420232022
APP
AppLovin Corporation
0.00%0.00%0.00%0.00%0.00%
DELL
Dell Technologies Inc.
0.55%1.60%1.48%1.88%2.46%

Financials

APP vs. DELL - Financials Comparison

This section allows you to compare key financial metrics between AppLovin Corporation and Dell Technologies Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0010.00B20.00B30.00B40.00B20222023202420252026
1.84B
43.84B
(APP) Total Revenue
(DELL) Total Revenue
Values in USD except per share items

APP vs. DELL - Profitability Comparison

The chart below illustrates the profitability comparison between AppLovin Corporation and Dell Technologies Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%20222023202420252026
89.0%
17.8%
Portfolio components
APP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AppLovin Corporation reported a gross profit of 1.64B and revenue of 1.84B. Therefore, the gross margin over that period was 89.0%.

DELL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Dell Technologies Inc. reported a gross profit of 7.78B and revenue of 43.84B. Therefore, the gross margin over that period was 17.8%.

APP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AppLovin Corporation reported an operating income of 1.44B and revenue of 1.84B, resulting in an operating margin of 78.2%.

DELL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Dell Technologies Inc. reported an operating income of 3.66B and revenue of 43.84B, resulting in an operating margin of 8.3%.

APP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AppLovin Corporation reported a net income of 1.21B and revenue of 1.84B, resulting in a net margin of 65.4%.

DELL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Dell Technologies Inc. reported a net income of 3.44B and revenue of 43.84B, resulting in a net margin of 7.8%.


Frequently Asked Questions


APP and DELL have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DELL has higher volatility (37.86%) compared to APP (20.37%). In terms of maximum drawdown, APP dropped -91.90% vs DELL's -59.59%.

DELL currently has the higher Sharpe Ratio (3.97 vs 0.50), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for APP and DELL

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