Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
APPF
BuyPremium GrowerAppFolio, Inc. · Technology · United States · $8.3B · Avg Vol: $78M/d
COMPANY DESCRIPTION
AppFolio, Inc. provides cloud-based business management software solutions designed for the property management and legal industries. The company offers a comprehensive, vertically integrated platform that automates core workflows, including accounting, tenant screening, online payments, and marketing, thereby creating high switching costs for its customers. This specialized Software-as-a-Service (SaaS) model provides significant recurring revenue and a strong competitive moat by deeply embedding itself into niche professional verticals.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 471.9M | 620.4M | 794.2M | 950.8M | 26.3% | 1.0B | 1.1B | 1.3B | 17.8% |
| EPS | -1.95 | 0.08 | 5.63 | 3.91 | 599.1% | 4.38 | 5.10 | 6.23 | 26.2% |
| Shares | 35.3M | 35.9M | 36.4M | 36.0M | +1.9% | — | — | — | — |
| Debt | 53.6M | 44.7M | 41.7M | 38.2M | -10.7% | 35.8M | — | — | — |
| Equity | 265.5M | 297.3M | 519.3M | 542.6M | 26.9% | — | — | — | — |
| Op CF | 25.4M | 60.3M | 188.2M | 242.1M | 112.1% | 272.9M | — | — | — |
| Inv CF | -6.5M | -55.6M | -151.8M | 10.2M | — | — | — | — | — |
| Fin CF | -6.2M | -26.0M | -43.4M | -187.9M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of APPF are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| APPF | AppFolio, Inc.(you) | $8.3B | 72 | Buy |
| IDCC | InterDigital, Inc. | $8.6B | 70 | Buy |
| CHYM | Chime Financial, Inc. | $12.6B | 74 | Buy |
| MANH | Manhattan Associates, Inc. | $13.0B | 74 | Buy |
| YOU | Clear Secure, Inc. | $5.9B | 77 | Buy |
| LYFT | Lyft, Inc. | $6.7B | 64 | Hold |
| DT | Dynatrace, Inc. | $15.6B | 70 | Buy |
| PTRN | Pattern Group Inc. | $4.2B | 70 | Buy |
| PTC | PTC Inc. | $17.1B | 71 | Buy |
| DOCU | DocuSign, Inc. | $9.3B | 85 | Strong Buy |
Peer medians: ROE 4.6% · P/E 35.1x · Gross margin 51.1%