APPF
BuyPremium GrowerAI neutralAppFolio, Inc. · Technology · United States · $7.5B cap · $78.9M/day traded
$210.62 -3.1% · close 23 Oct · scored 24 Oct
StockRank down 2.1 since 23 Oct: Momentum down 3 after a 3% price fall.
Premium Grower: Strong business with the market behind it, priced at a premium.
Report expected 29 Oct: the next-year EPS estimate has risen 1.1% over the last 14 weeks.
As of 24 Oct 2026, MoatMap's StockRank for AppFolio, Inc. (APPF) is 80/100, ranked against 24,000+ stocks in 35 markets (Quality 86, Value 25, Momentum 65, each scored against its sector).
Does StockRank work? Each month we publish how every decile did, whichever way it went. See the record →
AppFolio sells cloud software for property management, priced per unit managed, together with embedded payments, screening and insurance services. It has high customer retention, strong profitability and a growing AI layer (Realm-X), plus new partnerships with Column for banking and with large operators such as PURE HomeRiver. The business is among the highest-quality names on the screen and funds itself from its own cash flow. The shares are expensive, though, and insiders have sold about 0.93% of shares outstanding in the last 90 days. Higher-for-longer rates also slow the property transaction and new-build activity that drives growth in units managed.
ABOUT APPFOLIO, INC.
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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% | 1.1B | 1.1B | 1.3B | 17.7% |
| EPS | -1.95 | 0.08 | 5.63 | 3.91 | 599.1% | 4.75 | 5.06 | 6.15 | 25.4% |
| Shares | 35.3M | 35.9M | 36.4M | 36.0M | +1.9% | — | — | — | — |
| Debt | 53.6M | 44.7M | 41.7M | 38.2M | -10.7% | 29.3M | — | — | — |
| Equity | 265.5M | 297.3M | 519.3M | 542.6M | 26.9% | — | — | — | — |
| Op CF | 25.4M | 60.3M | 188.2M | 242.1M | 112.1% | 283.7M | — | — | — |
| Inv CF | -6.5M | -55.6M | -151.8M | 10.2M | — | — | — | — | — |
| Fin CF | -6.2M | -26.0M | -43.4M | -187.9M | — | — | — | — | — |
48% above its 52-week low and back above a rising 50-day average since 19 Oct 2026.
Swung more than 55% of stocks we rank over the past year (45% a year).
How this is worked out
StockRank judges the business. The price check reads only the chart: it is the price side of the Momentum score, in words.
The rules: Still falling is a new 52-week low in the last two weeks, at least 25% below the high. Finding a floor is no new low since. Turning up is 20 or more trading days without a new low, at least 10% off it, and back above a rising 50-day average. In an uptrend is above the 200-day average and within 15% of the high.
In 2,112 US drawdowns since 2001, buying while the price was still falling was followed by a further 20% drop 42% of the time. Waiting for a turn like this one cut that to 33%, at about 7% higher prices and with no better returns. Part of that cut is simply not buying: 13% of falls never turned, and waiting kept those out. Among turns that were bought, 38% still fell another 20%, and 33% of turns were followed by a new low within six months. The benefit was largest in crashes such as 2008 and 2020.
What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
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) | $7.5B | 80 | Buy |
| CVLT | Commvault Systems, Inc. | $7.0B | 70 | Buy |
| YOU | Clear Secure, Inc. | $4.7B | 83 | Strong Buy |
| LYFT | Lyft, Inc. | $6.4B | 70 | Buy |
| MANH | Manhattan Associates, Inc. | $13.9B | 79 | Buy |
| IDCC | InterDigital, Inc. | $8.4B | 67 | Buy |
| WK | Workiva Inc. | $4.7B | 73 | Buy |
| PCTY | Paylocity Holding Corporation | $9.2B | 91 | Strong Buy |
| DUOL | Duolingo, Inc. | $6.7B | 66 | Buy |
| DOCU | DocuSign, Inc. | $9.3B | 92 | Strong Buy |
Peer medians: ROE 4.7% · P/E 32.6x · Gross margin 52.1%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.