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

Performance

APP vs. MU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AppLovin Corporation (APP) and Micron Technology, Inc. (MU). 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 -24.76% return, which is significantly lower than MU's 243.32% return.


APP

1D
-2.58%
1M
5.94%
6M
-21.73%
YTD
-24.76%
1Y
51.29%
3Y*
162.31%
5Y*
50.26%
10Y*

MU

1D
-1.24%
1M
-1.65%
6M
183.94%
YTD
243.32%
1Y
687.66%
3Y*
149.71%
5Y*
66.39%
10Y*
54.18%
*Multi-year figures are annualized to reflect compound growth (CAGR)

APP vs. MU - Yearly Performance Comparison


2026 (YTD)20252024202320222021
APP
AppLovin Corporation
-24.76%108.08%712.62%278.44%-88.83%34.66%
MU
Micron Technology, Inc.
243.32%240.24%-0.96%71.93%-45.93%2.99%

Correlation

The correlation between APP and MU is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.15

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

0.29

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

0.35

Correlation (All Time)
Calculated using the full available price history since Apr 15, 2021

0.34

The correlation between APP and MU shifts across timeframes, from 0.15 (1 year) to 0.35 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

APP:

$170.31B

MU:

$1.11T

EPS

APP:

$11.66

MU:

$44.42

PE Ratio

APP:

43.48

MU:

22.05

PEG Ratio

APP:

0.13

MU:

0.08

PS Ratio

APP:

27.95

MU:

12.33

PB Ratio

APP:

72.66

MU:

11.10

Total Revenue (TTM)

APP:

$6.16B

MU:

$90.27B

Gross Profit (TTM)

APP:

$5.45B

MU:

$65.51B

EBITDA (TTM)

APP:

$4.87B

MU:

$44.96B

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Return for Risk

APP vs. MU — Risk / Return Rank

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

APP
APP Risk / Return Rank: 6565
Overall Rank
APP Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
APP Sortino Ratio Rank: 6565
Sortino Ratio Rank
APP Omega Ratio Rank: 6565
Omega Ratio Rank
APP Calmar Ratio Rank: 6565
Calmar Ratio Rank
APP Martin Ratio Rank: 6363
Martin Ratio Rank

MU
MU Risk / Return Rank: 9999
Overall Rank
MU Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
MU Sortino Ratio Rank: 9999
Sortino Ratio Rank
MU Omega Ratio Rank: 9898
Omega Ratio Rank
MU Calmar Ratio Rank: 100100
Calmar Ratio Rank
MU Martin Ratio Rank: 100100
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. MU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AppLovin Corporation (APP) and Micron Technology, Inc. (MU). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


APPMUDifference
Sharpe ratioReturn per unit of total volatility

-8.65

Sortino ratioReturn per unit of downside risk

-4.16

Omega ratioGain probability vs. loss probability

1.17

1.69

-0.53

Calmar ratioReturn relative to maximum drawdown

0.93

23.23

-22.30

Martin ratioReturn relative to average drawdown

1.77

83.25

-81.49

APP vs. MU - Sharpe Ratio Comparison

The current APP Sharpe Ratio is 0.65, which is lower than the MU Sharpe Ratio of 9.29. The chart below compares the historical Sharpe Ratios of APP and MU, 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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Drawdowns

APP vs. MU - Drawdown Comparison

The maximum APP drawdown since its inception was -91.90%, smaller than the maximum MU drawdown of -98.25%. Use the drawdown chart below to compare losses from any high point for APP and MU.


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Drawdown Indicators


APPMUDifference

Max Drawdown

Largest peak-to-trough decline

-91.90%

-98.25%

+6.35%

Max Drawdown (1Y)

Largest decline over 1 year

-49.99%

-30.28%

-19.71%

Max Drawdown (3Y)

Largest decline over 3 years

-57.00%

-57.63%

+0.63%

Max Drawdown (5Y)

Largest decline over 5 years

-91.90%

-57.63%

-34.27%

Max Drawdown (10Y)

Largest decline over 10 years

-57.63%

Current Drawdown

Current decline from peak

-30.89%

-19.29%

-11.60%

Average Drawdown

Average peak-to-trough decline

-42.37%

-58.07%

+15.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

26.34%

8.43%

+17.91%

Volatility

APP vs. MU - Volatility Comparison

The current volatility for AppLovin Corporation (APP) is 20.07%, while Micron Technology, Inc. (MU) has a volatility of 33.63%. This indicates that APP experiences smaller price fluctuations and is considered to be less risky than MU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


APPMUDifference

Volatility (1M)

Calculated over the trailing 1-month period

20.07%

33.63%

-13.56%

Volatility (6M)

Calculated over the trailing 6-month period

59.91%

62.19%

-2.28%

Volatility (1Y)

Calculated over the trailing 1-year period

72.04%

75.68%

-3.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

77.94%

54.75%

+23.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

77.41%

50.65%

+26.76%

Dividends

APP vs. MU - Dividend Comparison

APP has not paid dividends to shareholders, while MU's dividend yield for the trailing twelve months is around 0.05%.


PositionTTM20252024202320222021
APP
AppLovin Corporation
0.00%0.00%0.00%0.00%0.00%0.00%
MU
Micron Technology, Inc.
0.05%0.16%0.55%0.54%0.89%0.21%

Financials

APP vs. MU - Financials Comparison

This section allows you to compare key financial metrics between AppLovin Corporation and Micron Technology, 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


0.0010.00B20.00B30.00B40.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026April
1.84B
41.46B
(APP) Total Revenue
(MU) Total Revenue
Values in USD except per share items

APP vs. MU - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026April
89.0%
84.6%
Portfolio components
APP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.

MU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Micron Technology, Inc. reported a gross profit of 35.06B and revenue of 41.46B. Therefore, the gross margin over that period was 84.6%.

APP - Operating Margin

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

MU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Micron Technology, Inc. reported an operating income of 33.31B and revenue of 41.46B, resulting in an operating margin of 80.4%.

APP - Net Margin

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

MU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Micron Technology, Inc. reported a net income of 28.24B and revenue of 41.46B, resulting in a net margin of 68.1%.


Frequently Asked Questions


APP and MU have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MU has higher volatility (33.63%) compared to APP (20.07%). In terms of maximum drawdown, APP dropped -91.90% vs MU's -98.25%.

MU currently has the higher Sharpe Ratio (9.29 vs 0.65), 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 MU

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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