Compare Stocks › APP vs TXN
AppLovin Corporation (APP) vs Texas Instruments Incorporated (TXN)
APP
AppLovin Corporation
$439.92
VS
TXN
Texas Instruments Incorporated
$188.29
Rewards
APP
- ★Gross margin of 87.9% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Free cash flow has grown at a 112.3% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★Each dollar of retained earnings has created $42.50 of market value — management is an exceptional capital allocator.
TXN
- ★Texas Instruments Incorporated has maintained ROIC above 10% for 4 consecutive years, suggesting solid business economics.
- ★Return on equity has consistently exceeded 20% over 4 years, indicating efficient use of shareholder capital.
- ★Each dollar of retained earnings has created $3.91 of market value — management is an exceptional capital allocator.
Risks
APP
- ⚠FCF yield of 2.7% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠Insiders have sold $122.0M worth of stock in the past 3 months — significant insider liquidation.
TXN
- ⚠Trailing P/E of 34.6x is 28% above the historical average of 27.1x — the stock trades at a premium to its own history.
- ⚠7 insider sales totaling $26.5M with no purchases in the past 3 months — insiders are reducing their exposure.
- ⚠Free cash flow has declined at a 24.0% CAGR over the past 4 years — a concerning trend.
Key Valuation Metrics
Learn more →APP
TXN
Valuation
$3.94B
Free Cash Flow
$-300.62M
2.65%
FCF Yield
-0.18%
43.86
Trailing P/E
34.61
21.72
Forward P/E
23.81
Quality & Moat
57.40%
ROIC
15.31%
156.17%
ROE
30.73%
87.86%
Gross Margin
57.02%
0.52
PEG Ratio
N/A
Balance Sheet Safety
1.72
Debt / Equity
0.91
N/A
Interest Coverage
N/A
0.28
Net Debt / EBITDA
1.23
N/A
Dividend Yield
3.02%
APP: 7Ties: 1TXN: 2
APPTXN
Historical Fundamentals
Learn more →APP
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
TXN
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →APP
$42.50
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$5.27B
Δ Market Cap
+$224.03B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
TXN
$3.91
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$1.96B
Δ Market Cap
+$7.67B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
Learn more →APP
38.4% Margin of Safety
Price is 38.4% below estimated fair value
Current Price: $439.92
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $713.70
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
TXN
28.7% Margin of Safety
Price is 28.7% below estimated fair value
Current Price: $188.29
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $264.10
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →APP
What growth rate is the market pricing in at $440?
+18.7%
Market-Implied Owner Earnings Growth
Standard FCF implies +16.4%
The market implies +18.7% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding +16.4%, reflecting heavy growth investment expected to generate future returns.
TXN
Requires positive FCF to compute implied growth rate.
Economic Moat Score
Learn more →APP
51/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with reinvestment efficiency as the key competitive advantage. Improving revenue predictability would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
TXN
48/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with roic consistency as the key competitive advantage. Improving reinvestment efficiency would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
Forensic Accounting
Learn more →APP
-2.43
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
TXN
-2.67
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
Learn more →APP
Insiders 18.7%Institutions 81.1%Retail & Other 0.1%
No. of Institutional Holders2,124
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
TXN
Insiders 0.3%Institutions 91.3%Retail & Other 8.4%
No. of Institutional Holders3,137
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
Learn more →APP
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
TXN
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →APP
4
Sells (3M)
28
Sells (12M)
Total value (12M): $599.95M
VIVAS EDUARDO
Director
$74.33M
@ $453.49 · 2026-03-16
DOROSH DMITRIY
Officer
$1.41M
@ $453.42 · 2026-03-13
FOROUGHI ARASH ADAM
Chief Executive Officer
$27.50M
@ $463.71 · 2026-03-12
FOROUGHI ARASH ADAM
Chief Executive Officer
$18.72M
@ $459.85 · 2026-03-12
VALENZUELA VICTORIA
Officer
$5.00M
@ $657.13 · 2025-12-18
HARVEY DAWSON ALYSSA
Director
$103,998
@ $693.32 · 2025-12-08
SHIKIN VASILY
Chief Technology Officer
$14.80M
@ $545.38 · 2025-11-24
STUMPF MATTHEW
Chief Financial Officer
$2.52M
@ $515.76 · 2025-11-21
HARVEY DAWSON ALYSSA
Director
$117,836
@ $589.18 · 2025-11-12
VIVAS EDUARDO
Director
$97.64M
@ $650.91 · 2025-11-10
BILLINGS CRAIG SCOTT
Director
$1.39M
@ $592.92 · 2025-11-07
HARVEY DAWSON ALYSSA
Director
$170,790
@ $487.97 · 2025-09-05
VALENZUELA VICTORIA
Officer
$17.58M
@ $502.23 · 2025-09-04
VALENZUELA VICTORIA
Officer
$6.75M
@ $450.00 · 2025-08-25
SHIKIN VASILY
Chief Technology Officer
$13.13M
@ $437.57 · 2025-08-22
FOROUGHI ARASH ADAM
Chief Executive Officer
$11.53M
@ $440.23 · 2025-08-22
VALENZUELA VICTORIA
Officer
$6.92M
@ $416.71 · 2025-08-21
STUMPF MATTHEW
Chief Financial Officer
$2.03M
@ $416.18 · 2025-08-21
CHEN HERALD Y
Director
$167.51M
@ $456.43 · 2025-08-13
CHEN HERALD Y
Director
$15.11M
@ $457.93 · 2025-08-13
VIVAS EDUARDO
Director
$58.25M
@ $466.00 · 2025-08-12
MESSING BARBARA
Director
$573,692
@ $382.46 · 2025-06-11
CHEN HERALD Y
Director
$41.99M
@ $419.91 · 2025-06-06
STUMPF MATTHEW
Chief Financial Officer
$4.11M
@ $423.00 · 2025-06-06
HARVEY DAWSON ALYSSA
Director
$1.45M
@ $414.90 · 2025-06-06
VALENZUELA VICTORIA
Officer
$4.88M
@ $369.79 · 2025-05-21
HARVEY DAWSON ALYSSA
Director
$211,540
@ $371.12 · 2025-05-13
BILLINGS CRAIG SCOTT
Director
$4.24M
@ $353.12 · 2025-05-12
CHEN HERALD Y
Director
$64.93M
@ $324.65 · 2025-02-28
FOROUGHI ARASH ADAM
Chief Executive Officer
$19.24M
@ $421.88 · 2025-02-24
FOROUGHI ARASH ADAM
Chief Executive Officer
$18.24M
@ $410.89 · 2025-02-24
VALENZUELA VICTORIA
Officer
$5.00M
@ $313.07 · 2024-12-19
CHEN HERALD Y
Director
$32.62M
@ $329.50 · 2024-12-12
FOROUGHI ARASH ADAM
Chief Executive Officer
$17.19M
@ $332.74 · 2024-12-11
CHEN HERALD Y
Director
$63.92M
@ $329.36 · 2024-12-10
FOROUGHI ARASH ADAM
Chief Executive Officer
$18.82M
@ $343.38 · 2024-12-10
FOROUGHI ARASH ADAM
Chief Executive Officer
$14.47M
@ $332.52 · 2024-12-10
HARVEY DAWSON ALYSSA
Director
$203,134
@ $406.27 · 2024-12-06
VALENZUELA VICTORIA
Officer
$6.35M
@ $354.15 · 2024-12-03
HARVEY DAWSON ALYSSA
Director
$977,282
@ $325.76 · 2024-11-27
SHIKIN VASILY
Chief Technology Officer
$74.75M
@ $324.99 · 2024-11-25
SHIKIN VASILY
Chief Technology Officer
$51.74M
@ $311.68 · 2024-11-22
STUMPF MATTHEW
Chief Financial Officer
$7.02M
@ $332.67 · 2024-11-22
BILLINGS CRAIG SCOTT
Director
$5.74M
@ $318.94 · 2024-11-21
SHIKIN VASILY
Chief Technology Officer
$189.57M
@ $319.37 · 2024-11-21
JANSEN KATIE KIHORANY
Officer
$34.26M
@ $286.13 · 2024-11-13
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
TXN
7
Sells (3M)
10
Sells (12M)
Total value (12M): $28.61M
KOZANIAN HAGOP H
Officer
$1.55M
@ $225.95 · 2026-02-17
LIZARDI RAFAEL R
Chief Financial Officer
$15.88M
@ $221.73 · 2026-02-11
GARY MARK
Officer
$5.24M
@ $226.00 · 2026-02-11
BAHAI AHMAD
Officer
$1.50M
@ $230.79 · 2026-02-11
ROBERTS MARK T
Officer
$986,604
@ $221.16 · 2026-02-09
BLINN MARK A
Director
$696,647
@ $221.58 · 2026-02-05
BAHAI AHMAD
Officer
$670,387
@ $223.46 · 2026-02-05
KIRK RONALD
Director
$1.62M
@ $162.33 · 2025-11-24
WITZSCHE CHRISTINE
Officer
$164,306
@ $164.31 · 2025-11-13
BAHAI AHMAD
Officer
$308,030
@ $205.35 · 2025-08-25
TEMPLETON RICHARD K
Chairman of the Board
$19.85M
@ $195.41 · 2025-02-28
TEMPLETON RICHARD K
Chairman of the Board
$38.65M
@ $199.20 · 2025-02-26
TEMPLETON RICHARD K
Chairman of the Board
$39.32M
@ $202.70 · 2025-02-24
CLARK JANET F
Director
$1.23M
@ $203.62 · 2025-02-24
BLINN MARK A
Director
$1.17M
@ $189.89 · 2025-02-19
LEONARD SHANON J
Officer
$401,241
@ $186.62 · 2025-02-18
BLINN MARK A
Director
$106,617
@ $180.71 · 2025-02-04
KIRK RONALD
Director
$2.14M
@ $203.33 · 2024-11-25
GARY MARK
Officer
$3.49M
@ $219.82 · 2024-11-08
ILAN HAVIV
Chief Executive Officer
$2.88M
@ $219.30 · 2024-11-08
LIZARDI RAFAEL R
Chief Financial Officer
$10.19M
@ $217.16 · 2024-11-07
YUNUS MOHAMMAD
Officer
$1.81M
@ $216.94 · 2024-11-07
BAHAI AHMAD
Officer
$472,514
@ $217.25 · 2024-11-07
GARY MARK
Officer
$940,296
@ $214.83 · 2024-11-06
WITZSCHE CHRISTINE
Officer
$27,941
@ $211.67 · 2024-11-06
ILAN HAVIV
Chief Executive Officer
$5.29M
@ $211.50 · 2024-11-06
SANCHEZ ROBERT E
Director
$2.09M
@ $208.80 · 2024-10-25
RON AMICHAI
Officer
$2.76M
@ $213.72 · 2024-08-29
GARY MARK
Officer
$3.22M
@ $212.63 · 2024-08-29
ROBERTS MARK T
Officer
$1.00M
@ $213.08 · 2024-08-29
PATSLEY PAMELA H
Director
$1.29M
@ $212.43 · 2024-08-29
BAHAI AHMAD
Officer
$892,427
@ $209.98 · 2024-08-27
ILAN HAVIV
Chief Executive Officer
$251,324
@ $209.44 · 2024-08-26
YUNUS MOHAMMAD
Officer
$789,215
@ $208.90 · 2024-08-26
GARY MARK
Officer
$939,037
@ $207.20 · 2024-08-23
KNECHT JULIE C.
Officer
$1.63M
@ $209.49 · 2024-08-23
LEONARD SHANON J
Officer
$588,301
@ $208.91 · 2024-08-23
HOBBY JEAN M
Director
$4.37M
@ $205.71 · 2024-08-22
TEMPLETON RICHARD K
Chairman of the Board
$17.93M
@ $178.47 · 2024-05-03
TEMPLETON RICHARD K
Chairman of the Board
$36.53M
@ $175.64 · 2024-05-02
SANCHEZ ROBERT E
Director
$1.84M
@ $174.97 · 2024-05-01
TEMPLETON RICHARD K
Chairman of the Board
$37.09M
@ $178.34 · 2024-04-30
PATSLEY PAMELA H
Director
$1.79M
@ $179.12 · 2024-04-29
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →APP
😨Fear(40/100)
"Market is pessimistic — investigate whether fears are temporary or structural"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
TXN
😐Neutral(46/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →APP
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Fear (40)
TXN
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (46)