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APPF

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AppFolio, Inc. · Technology · United States · $8.3B · Avg Vol: $78M/d

72
StockRank
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Q
87
V
26
M
54
P/E (TTM)
48.9x
ROE
32.1%
D/E
0.1x
Dividend %

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)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue471.9M620.4M794.2M950.8M26.3%1.0B1.1B1.3B17.8%
EPS-1.950.085.633.91599.1%4.385.106.2326.2%
Shares35.3M35.9M36.4M36.0M+1.9%
Debt53.6M44.7M41.7M38.2M-10.7%35.8M
Equity265.5M297.3M519.3M542.6M26.9%
Op CF25.4M60.3M188.2M242.1M112.1%272.9M
Inv CF-6.5M-55.6M-151.8M10.2M
Fin CF-6.2M-26.0M-43.4M-187.9M
Loading 1Y...
PRICE (1Y)+10.0%
176191205220234Jul 29Aug 19Sep 9
SMA 50SMA 200

Close
$205.65
RSI (14)
40.8
52W High
$287.50
From 52W High
0.7%

SCORE BREAKDOWN

Quality
87
ROIC
26.3%92.3
ROE
32.1%92.0
GP/Assets
96.0%98.1
Op. Margin
18.8%81.8
FCF/Assets
25.8%97.2
Piotroski
661.1
Int. Cover
50.0x85.2
D/E Ratio
0.07x68.7
Current Ratio
3.83x81.6
Value
26
P/E (TTM)
48.9x30.9
EV/EBITDA
39.7x24.4
P/FCF
46.8x39.2
P/B
14.4x7.2
P/S
7.3x24.2
Div Yield
N/A
Momentum
54
52W High %
72%62.8
RS 6M
-2%59.1
SMA 50/200
1.04x57.6
EPS Rev 4W
+0.1%24.4
EPS Rev 12W
+2.5%72.6
EPS Improve
+92%55.5
Q Growth
16%39.8

FUNDAMENTALS

Market Cap
$8.3B
P/E (Forward)
25.4x
Gross Margin
63.5%

SECTOR PEERS

Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of APPF are excluded.

TickerCompanyMkt CapStockRankSignal
APPFAppFolio, Inc.(you)$8.3B72Buy
IDCCInterDigital, Inc.$8.6B70Buy
CHYMChime Financial, Inc.$12.6B74Buy
MANHManhattan Associates, Inc.$13.0B74Buy
YOUClear Secure, Inc.$5.9B77Buy
LYFTLyft, Inc.$6.7B64Hold
DTDynatrace, Inc.$15.6B70Buy
PTRNPattern Group Inc.$4.2B70Buy
PTCPTC Inc.$17.1B71Buy
DOCUDocuSign, Inc.$9.3B85Strong Buy

Peer medians: ROE 4.6% · P/E 35.1x · Gross margin 51.1%

AppFolio, Inc. (APPF): Stock Score Summary

AppFolio, Inc. (APPF) has a MoatMap StockRank of 72/100 based on Quality (87/100), Value (26/100), and Momentum (54/100) factor scores. The current signal is BUY.

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.

Key Financial Metrics

Price$205.65
Market Cap$8.3B
P/E (TTM)48.92
P/E (Forward)25.42
Price/Book14.42
Return on Equity32.1%
Return on Invested Capital26.3%
Debt/Equity0.07x
Gross Margin63.5%
Operating Margin18.8%
Revenue Growth19.3%
Free Cash Flow$178M

AppFolio, Inc. operates in the Software - Application industry, part of the Technology sector (United States).

Frequently Asked Questions

What is AppFolio, Inc.’s (APPF) StockRank?
MoatMap’s StockRank for AppFolio, Inc. (APPF) is 72/100, with a Buy signal. It is a composite of Quality (87), Value (26), and Momentum (54) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does AppFolio, Inc. have an economic moat?
AppFolio, Inc. (APPF) has a Quality factor score of 87/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is AppFolio, Inc. a buy, hold, or sell?
MoatMap’s current signal for AppFolio, Inc. (APPF) is Buy, based on a StockRank of 72/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is AppFolio, Inc. in?
AppFolio, Inc. (APPF) operates in the Technology sector, specifically the Software - Application industry (United States).