Business Description
ISIN : US03783C1009
Share Class Description:
APPF: Class ATotal Employee Number:
1,702Financial Strength
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 6.2 | |||||
Equity-to-Asset | 0.81 | |||||
Debt-to-Equity | 0.07 | |||||
Debt-to-EBITDA | 0.17 | |||||
Interest Coverage | N/A |
N/A
|
N/A
| |||
Piotroski F-Score | 7/9 | |||||
Altman Z-Score | 42.9 | |||||
Beneish M-Score | -2.68 | |||||
WACC vs ROIC | ||||||
Growth Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 24.8 | |||||
3-Year FCF Growth Rate | 280.2 | |||||
3-Year Book Growth Rate | 26.1 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 24.9 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 17.46 |
Momentum Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 84.26 | |||||
9-Day RSI | 77.64 | |||||
14-Day RSI | 73.25 | |||||
3-1 Month Momentum % | 3.51 | |||||
6-1 Month Momentum % | -5.07 | |||||
12-1 Month Momentum % | -38.92 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Current Ratio | 3.83 | |||||
Quick Ratio | 3.83 | |||||
Cash Ratio | 2.61 | |||||
Days Sales Outstanding | 13.9 | |||||
Days Payable | 3.85 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Average Share Buyback Ratio | -0.6 | |||||
Shareholder Yield % | 1.61 |
Profitability Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Gross Margin % | 63.53 | |||||
Operating Margin % | 17.52 | |||||
Net Margin % | 15.13 | |||||
EBITDA Margin % | 19.72 | |||||
FCF Margin % | 25.51 | |||||
OCF Margin % | 26.22 | |||||
ROE % | 31.59 | |||||
ROA % | 25.2 | |||||
ROIC % | 38.28 | |||||
3-Year ROIIC % | 104.04 | |||||
ROC (Joel Greenblatt) % | 387.38 | |||||
ROCE % | 33.85 | |||||
Years of Profitability over Past 10-Year | 8 | |||||
Moat Score | 5 | |||||
Tariff Resilience Score | 8 |
GF Value Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 52.98 | |||||
Forward PE Ratio | 33.64 | |||||
PE Ratio without NRI | 38.55 | |||||
Shiller PE Ratio | 127.5 | |||||
Price-to-Owner-Earnings | 46.51 | |||||
PS Ratio | 8.03 | |||||
PB Ratio | 15.62 | |||||
Price-to-Tangible-Book | 21.36 | |||||
Price-to-Free-Cash-Flow | 31.41 | |||||
Price-to-Operating-Cash-Flow | 30.57 | |||||
EV-to-EBIT | 44.05 | |||||
EV-to-EBITDA | 39.14 | |||||
EV-to-Revenue | 7.72 | |||||
EV-to-Forward-Revenue | 13.3 | |||||
EV-to-FCF | 30.25 | |||||
Price-to-GF-Value | 0.69 | |||||
Price-to-Projected-FCF | 4.43 | |||||
Price-to-Median-PS-Value | 0.67 | |||||
Price-to-Graham-Number | 6.05 | |||||
| Price-to-Net-Current-Asset-Value | 40.49 | |||||
| Price-to-Net-Cash | 82.56 | |||||
Earnings Yield (Greenblatt) % | 2.27 | |||||
FCF Yield % | 3.23 | |||||
Forward Rate of Return (Yacktman) % | 9.7 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
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Performance
Annualized Return % Â
Total Annual Return % Â
AppFolio Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 1,040.883 | ||
| EPS (TTM) ($) | 4.38 | ||
| Beta | 0.7973 | ||
| 3-Year Sharpe Ratio | 0.02 | ||
| 3-Year Sortino Ratio | 0.04 | ||
| Volatility % | 29.31 | ||
| 14-Day RSI | 73.25 | ||
| 14-Day ATR ($) | 8.855251 | ||
| 20-Day SMA ($) | 206.31275 | ||
| 12-1 Month Momentum % | -38.92 | ||
| 52-Week Range ($) | 142.56 - 288.735 | ||
| Shares Outstanding (Mil) | 35.42 |
Piotroski F-Score Details
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 7 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
AppFolio Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
AppFolio Inc Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| Annual report for 2026 | 2027-02-05 | In 161 days | ||
| Fourth quarter earnings conference call for 2026 | 2027-01-29 17:00 | In 155 days | ||
| Fourth quarter earnings results for 2026 | 2027-01-29 | In 154 days | ||
| Third quarter earnings conference call for 2026 | 2026-10-30 17:00 | In 64 days | ||
| Third quarter earnings results for 2026 | 2026-10-30 | In 63 days | ||
| Second quarter earnings conference call for 2026 | 2026-07-23 17:00 | 162.21 (-3.35%) | ||
| Second quarter earnings results for 2026 | 2026-07-23 | 162.21 (-3.35%) | ||
| General meeting for 2026 | 2026-06-12 09:00 | 159.68 (-3.56%) | ||
| First quarter earnings conference call for 2026 | 2026-04-23 17:00 | 158.41 (-0.34%) | ||
| First quarter earnings results for 2026 | 2026-04-23 | 158.41 (-0.34%) |
AppFolio Inc Frequently Asked Questions
Guru Commentaries on NAS:APPF
AppFolio, Inc. is a stealth fintech wrapped in boring property management software. It has a sticky sales base, expanding payments, and AI-powered workflow automation, making it essential for landlords. The company is transitioning from being valued as a mid-tier vertical SaaS to becoming the Stripe of rental cash flow. Margin expansion is anticipated, although it has not yet positively impacted returns. The manager expresses concern about the current performance and indicates that AppFolio will soon be a source of funds, reflecting a strong belief in its future potential despite current challenges.
AppFolio is a leading provider of cloud-based business management solutions tailored primarily for the real estate sector. Their platform offers property managers a comprehensive suite of tools, including tenant screening, electronic payment processing, and management services. It primarily caters to multi-tenant residential properties. It is the category leader with near 20% market share. Although not particularly cheap, great companies with 20% market share and plenty of room to grow with strong recurring revenues are rarely bargains.
AppFolio, a comprehensive, cloud-based property management software platform, has high switching costs and pricing power, making its revenues relatively sticky. The company has been a market share gainer with growth potential by moving upmarket and expanding into commercial and international markets.
AppFolio, a comprehensive, cloud-based property management software platform, has high switching costs and pricing power, making its revenues relatively sticky. The company has been a market share gainer with growth potential by moving upmarket and expanding into commercial and international markets.
AppFolio, a comprehensive, cloud-based property management software platform, has high switching costs and pricing power, making its revenues relatively sticky. The company has been a market share gainer with growth potential by moving upmarket and expanding into commercial and international markets.
Press Release
| Subject | Date | ||
|---|---|---|---|
| Livly Joins Forces with AppFolio to Revolutionize Multifamily Property Management | 2024-06-26 |
Articles on AppFolio Inc
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