Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
AppFolioFRA:4P0 -6.18%77 Net Margin % is 14.78% as of Jun. 2026, which is 71% above its 10-year median of 8.64. GuruFocus rates FRA:4P0 with a GF Score™ of 77/100 and a GF Value™ of €280.85 (Significantly Undervalued). The stock has 1 warning sign investors should review. Among 2,834 Software companies, AppFolio ranks better than 84.86% on this metric.
Net margin is calculated as Net Income divided by its Revenue. AppFolio's Net Income for the
three
months ended in Jun. 2026 was €36.1 Mil. AppFolio's Revenue for the
three
months ended in Jun. 2026 was €244.0 Mil. Therefore, AppFolio's net margin for the quarter that ended in Jun. 2026 was 14.78%.
The historical rank and industry rank for AppFolio's Net Margin % or its related term are showing as below:
FRA:4P0'
s Net Margin % Range Over the Past 10 Years
Min: -14.44 Med: 8.64 Max: 51.09
Current: 15.13
FRA:4P0's Net Margin % is ranked better than 84.86% of 2834
companies
in the Software industry
Industry Median: 2.63
vs FRA:4P0: 15.13
Although Net Income and Earnings-per-Share (EPS) are the most widely used parameter in measuring a company's profitability and valuation, it is the least reliable. The reason is that reported earnings can be manipulated easily by adjusting any numbers such as Depreciation, Depletion and Amotorization and non-recurring items.
But the long term trend of the net margin is a good indicator of the competitiveness and health of the business.
AppFolio Net Margin % Related Terms
AppFolio Net Margin % Historical Data
* Premium members only.
The historical data trend for AppFolio's Net Margin % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
FRA:4P0 vs CVLT, NAVN, DUOL: Net Margin % Comparison
For the Software - Application subindustry, AppFolio's Net Margin %, along with its competitors' market caps and Net Margin % 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.
AppFolio Net Margin % vs Software Industry
For the Software industry and Technology sector, AppFolio's Net Margin % distribution charts can be found below:
* The bar in red indicates where AppFolio's Net Margin % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
AppFolio (FRA:4P0) has a Net Margin % of 14.78% as of Jun. 2026. Net margin is the ratio of total net income to net sales. View historical data on AppFolio and its competitors. This is 71% above median its historical median of 8.64. According to the industry distribution chart, AppFolio ranks #429 out of 2834 companies in the Software industry, placing it in the top 15.1%.
Is AppFolio's Net Margin % too high?
AppFolio's current Net Margin % of 14.78% is 71% above median its 10-year median of 8.64. The Software industry median Net Margin % is 2.63. AppFolio's value of 14.78% is 462% above this industry median. Based on the distribution chart, AppFolio ranks #429 out of 2834 companies in the Software industry, which is in the top quartile — a strong position relative to peers. Overall, AppFolio has a GF Score™ of 77/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does AppFolio's Net Margin % compare to CVLT and NAVN?
According to the Software industry distribution chart, AppFolio ranks #429 out of 2834 companies for Net Margin %. This places AppFolio in the top 15% of its industry — outperforming the majority of peers. The industry median Net Margin % is 2.63. AppFolio's value of 14.78% is 462% above this benchmark. While the company's 10-year median is 8.64 vs. the industry median of 2.63, AppFolio has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Net Margin % for a Software company?
The median Net Margin % among Software companies is 2.63, based on 2,834 companies in the industry. Companies in the top quartile (top 25%) have a Net Margin % significantly above this median, while those in the bottom quartile fall well below. However, Net Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. AppFolio's current Net Margin % of 14.78% is 462% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Net Margin % mean?
A high Net Margin % can signal that a stock is expensive relative to its fundamentals. Net margin is the ratio of total net income to net sales. View historical data on AppFolio and its competitors. For the Software industry, the median Net Margin % is 2.63 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AppFolio's current Net Margin % is 14.78%, which is 71% above median its own 10-year median of 8.64. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AppFolio stock overvalued right now?
Based on GuruFocus' analysis, AppFolio (FRA:4P0) is currently considered Significantly Undervalued. The stock's GF Value™ is €280.85, compared to a current price of €152.65 — trading 45.6% below its estimated fair value. The current Net Margin % is 14.78%, which is 71% above median its 10-year median of 8.64 and 462% above the Software industry median of 2.63. AppFolio's overall GF Score™ is 77/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Net Margin % calculated?
Net Margin % is calculated from a company's financial statements. For AppFolio (FRA:4P0), the current Net Margin % is 14.78% as of Jun. 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 AppFolio (FRA:4P0) Overvalued in 2026?
Based on GuruFocus' analysis, AppFolio stock appears to be undervalued.
The current stock price of €152.65 is trading 45.6% below its estimated GF Value™ of €280.85.
GuruFocus considers AppFolio to be Significantly Undervalued.
Key valuation signals for FRA:4P0:
Net Margin %: 14.78% (71% above median its 10-year median of 8.64)
GF Value™: €280.85 vs. price of €152.65 (45.6% below fair value)
Industry Position: 462% above the Software median (#429 of 2834)
No single metric tells the full story. See the FRA:4P0 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
AppFolio Inc provides cloud-based software solutions for the real estate industry. Its property management software offers property managers an end-to-end solution to their business needs. The group's products include cloud-based property management software (Appfolio Property Manager). Its solutions are AppFolio Property Manager Core, AppFolio Property Manager Plus, and AppFolio Property Manager Max. It also offers value-added services, such as screening, risk mitigation, and electronic payment services. Its markets are Single-Family, Multifamily, Student Housing, Affordable Housing, Community Associations, Commercial, and Investment Management. The business activity of the firm predominantly functions in the United States and it generates revenue in the form of subscription fees.
77GF Score
Get the complete analysis for FRA:4P0
Net Margin % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
FRA:4P0 has been successfully added to your 
