AppLovin (LIM:APP) Tariff Resilience Score: 8/10 (As of Jun. 26, 2026)


LIM:APP AppLovin Corp LIM:APP
34 GF Score
Price $476.03
GF Value $523.17
Valuation Fairly Valued
! 1 Warning Sign
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What is AppLovin Tariff Resilience Score?

AppLovin LIM:APP 34 Tariff Resilience Score is 8 as of Jun. 26, 2026. GuruFocus rates LIM:APP with a GF Score™ of 34/100 and a GF Value™ of $523.17 (Fairly Valued). The stock has 1 warning sign investors should review. Among 1,042 Media - Diversified companies, AppLovin ranks better than 96.83% on this metric.

AppLovin has the Tariff Resilience Score of 8, which implies that the company might have Highly Resilient.

AppLovin has AppLovin's digital-focused business model limits its exposure to physical goods tariffs. Its global customer base and minimal reliance on imports for revenue generation enhance its resilience. Historical tariff impacts have been negligible.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes AppLovin might have Highly Resilient.

AppLovin  (LIM:APP) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

AppLovin Tariff Resilience Score Related Terms

LIM:APP vs OMC, TTD, MGNI: Tariff Resilience Score Comparison

For the Advertising Agencies subindustry, AppLovin's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

AppLovin Tariff Resilience Score vs Media - Diversified Industry

For the Media - Diversified industry and Communication Services sector, AppLovin's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where AppLovin's Tariff Resilience Score falls into.


LIM:APP
34GF Score
AppLovin Corp LIM:APP
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 8 mean?
AppLovin (LIM:APP) has a Tariff Resilience Score of 8 as of Jun. 26, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, AppLovin ranks #33 out of 1042 companies in the Media - Diversified industry, placing it in the top 3.2%.
Is AppLovin's Tariff Resilience Score too high?
AppLovin's current Tariff Resilience Score is 8. Based on the distribution chart, AppLovin ranks #33 out of 1042 companies in the Media - Diversified industry, which is in the top quartile — a strong position relative to peers. Overall, AppLovin has a GF Score™ of 34/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does AppLovin's Tariff Resilience Score compare to OMC and TTD?
According to the Media - Diversified industry distribution chart, AppLovin ranks #33 out of 1042 companies for Tariff Resilience Score. This places AppLovin in the top 3% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Media - Diversified company?
A good Tariff Resilience Score depends on the Media - Diversified industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. AppLovin's current Tariff Resilience Score is 8. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AppLovin stock overvalued right now?
Based on GuruFocus' analysis, AppLovin (LIM:APP) is currently considered Fairly Valued. The stock's GF Value™ is $523.17, compared to a current price of $476.03 — trading 9% below its estimated fair value. The current Tariff Resilience Score is 8. AppLovin's overall GF Score™ is 34/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For AppLovin (LIM:APP), the current Tariff Resilience Score is 8 as of Jun. 26, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is AppLovin (LIM:APP) Overvalued in 2026?

Based on GuruFocus' analysis, AppLovin stock appears to be undervalued. The current stock price of $476.03 is trading 9% below its estimated GF Value™ of $523.17. GuruFocus considers AppLovin to be Fairly Valued.

Key valuation signals for LIM:APP:

  • Tariff Resilience Score: 8
  • GF Value™: $523.17 vs. price of $476.03 (9% below fair value)
  • GF Score™: 34/100 with 1 warning sign

No single metric tells the full story. See the LIM:APP stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

AppLovin Business Description

Address 1100 Page Mill Road, Palo Alto, CA, USA, 94304
AppLovin is a vertically integrated advertising technology company that acts as a demand-side platform for advertisers, a supply-side platform for publishers, and an exchange facilitating transactions between the two. About 80% of AppLovin's revenue comes from the DSP, AppDiscovery, while the remainder comes from the SSP, Max. AppLovin's primary tool for future growth is AXON 2, which is an ad optimizer operating within the DSP that allows advertisers to place ads according to specified return thresholds.
34GF Score

Get the complete analysis for LIM:APP

Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$476.03
Price
$523.17
GF Value