AppFolio, Inc. (APPF) — Stock Score Summary

AppFolio, Inc. (APPF) has a MoatMap StockRank of 66/100 based on Quality (87/100), Value (35/100), and Momentum (27/100) factor scores. The current signal is BUY. AppFolio is an exceptional vertical SaaS business with a high ROIC (Q: 87) and strong pricing power in the US property management space. It exhibits Nick Sleep-style scale economics by continuously adding value-added services (Value+ payments, screening) that lower total cost of ownership for property managers. However, it lacks a direct link to our core 18-month macro themes, making it a high-quality watch-list name rather than an immediate high-conviction macro bet.

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$166.27
Market Cap$5.6B
P/E (TTM)38.87
P/E (Forward)19.90
Price/Book12.31
Return on Equity32.6%
Return on Invested Capital26.3%
Debt/Equity7.86
Gross Margin63.7%
Operating Margin19.4%
Revenue Growth20.4%
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 66/100, with a Buy signal. It is a composite of Quality (87), Value (35), and Momentum (27) factor ranks across MoatMap’s 19,000+ stock universe.
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 66/100. 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).
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