Co-movers

daily closesMethod

Moved together

APPwithTTD

Uncorrelated: r 0.18 · 502D.

Shared co-movers1with APPwith TTD

QTWOQ2 Holdings, Inc.r 0.40r 0.39

APP, solidTTD, hatchedr = correlationBar = r to r 0.75Order: weaker of A and BSource: daily closes

APPAppLovin Corp

228.82−10.24%· post 228.83

Mkt cap$76.5BRevenue$1.9BQ2 FY26Revenue$5.5BFY25

TTDTrade Desk, Inc.

12.29−5.93%· post 12.31

ClosedOct 30 '26

Mkt cap$5.8BRevenue$715MQ2 FY26Revenue$2.9BFY25

vs

Compare

ClosedOct 30 '26

APPAppLovin Corp

vs

TTDTrade Desk, Inc.

228.82−10.24%post 228.83

Price

12.29−5.93%post 12.31

$76.5B

Mkt cap

$5.8B

Q2 FY26$1.9B

Revenue

$715MQ2 FY26

FY25$5.5B

Revenue

$2.9BFY25

APP compared with TTD: revenue, margins and what each company keeps, and the suppliers and customers both name