Company Overview
AppFolio, Inc., together with its subsidiaries, provides cloud-based platform for the real estate industry in the United States. The company provides a cloud-based platform that assist with accounting, reporting, marketing, leasing, maintenance, workflow automation, and communication services. It offers AppFolio Property Manager Core, a platform that provides the accounting functionalities for small property management companies, as well as serves as a system of record; AppFolio Property Manager Plus, which offers affordable housing and student housing, advanced accounting, advanced data analysis, and read-only API access services; and AppFolio Property Manager Max that provides customer relationship management tools and full database access through a read and write application programming interface services. The company also provides value-added services, such as electronic payment, tenant screening, maintenance, business optimization, resident, and risk mitigation services. It serves property managers, property investors, potential residents, residents, and vendors. AppFolio, Inc. was incorporated in 2006 and is headquartered in Santa Barbara, California.
Why Investors Should Care
Generates a return on equity of 32.1%, reflecting efficient use of shareholder capital.
Return on capital employed stands at 26.3%.
Revenue has grown at a 34.8% CAGR over the past five years.
Maintains a net profit margin of 15.1%.
Carries low leverage with a debt-to-equity ratio of 0.07.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $950.82M (+19.7% YoY); net profit $140.92M.
- Trailing 12 Months Year-on-year growth — revenue +19.3%, earnings +18.2%.
- 5-Year Trend Long-term compounding — revenue CAGR 34.8%, profit CAGR -2.3%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 34.75% |
| 1 Year: | 19.30% |
Compounded Profit Growth
| 5 Years: | -2.31% |
| 1 Year: | 18.20% |
Stock Price Performance
| 1 Year: | -23.33% |
| 6 Months: | +8.59% |
| 3 Months: | +24.93% |
| 1 Month: | +3.66% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- Golden Cross4d ago
- RSI (14)46.63 · Neutral
P/E of 46.93 is above the sector median of 29.22 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Strong return on equity of 32.1%.
- Healthy ROCE of 26.3%.
- Compounding revenue at 34.8% over 5 years.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
- Earnings shrank at -2.3% CAGR over 5 years.
- Trading 28.1% below its 52-week high.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Technology).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | APPF AppFolio, Inc. R3KTECH | 206.02 | 46.93 | $4.96B | 0.00% | 26.27% | 32.09% | 34.75% | -2.31% |
| 2 | NVDA NVIDIA Corporation NDXSPXR3KAITECH | 225.73 | 28.50 | $5.45T | 0.46% | 74.66% | 117.21% | 24.64% | 32.12% |
| 3 | AAPL Apple Inc. NDXSPXR3KTECH | 316.22 | 36.22 | $4.61T | 0.34% | 68.72% | 148.75% | 1.81% | 3.92% |
| 4 | MSFT Microsoft Corporation NDXSPXR3KAITECH | 493.95 | 27.49 | $3.67T | 0.79% | 26.33% | 34.04% | 9.93% | 11.90% |
| 5 | TSM Taiwan Semiconductor Manufacturing Company Limited AITECH | 439.00 | 32.71 | $2.28T | 0.95% | 30.20% | 39.97% | 18.94% | 19.57% |
| 6 | AVGO Broadcom Inc. NDXSPXR3KAITECH | 368.56 | 46.95 | $1.75T | 0.71% | 16.70% | 44.25% | 17.04% | 54.08% |
| 7 | MU Micron Technology, Inc. NDXSPXR3KAITECH | 1,000.26 | 22.59 | $1.13T | 0.05% | 13.69% | 66.64% | 13.68% | 26.02% |
| 8 | AMD Advanced Micro Devices, Inc. NDXSPXR3KAITECH | 505.74 | 128.36 | $825.61B | 0.00% | 5.47% | 10.20% | 11.81% | 66.28% |
| 9 | ASML ASML Holding N.V. NDXAITECH | 1,764.85 | 59.89 | $677.88B | 0.51% | 42.97% | 53.94% | 15.55% | 19.55% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Jun 2014 | Sep 2014 | Mar 2015 | Jun 2015 | Sep 2015 | Mar 2016 | Jun 2016 | Sep 2016 | Mar 2017 | Jun 2017 | Sep 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | - | - | 35.88M | 37.90M | 42.34M | 47.24M | 50.13M | 57.09M | 63.62M | 67.94M | 72.50M | 81.04M | 84.09M | 78.92M | 89.04M | 95.81M | 105.30M | 117.45M | 125.08M | 136.10M | 147.07M | 165.44M | 187.43M | 197.38M | 205.73M | 217.70M | 235.57M | 249.35M | 262.21M | 281.12M |
| Operating Income | -1.52M | -1.27M | -3.51M | -3.21M | -4.31M | -3.58M | -2.35M | -1.20M | 597.00K | 2.77M | 3.58M | 4.17M | 7.31M | 5.48M | -58.00K | 2.30M | 4.13M | 2.83M | 6.34M | 3.36M | -5.67M | 1.15M | -13.00K | -14.67M | -29.93M | -7.82M | -26.53M | -679.00K | -67.00K | 34.09M | 36.03M | 42.57M | 33.78M | 40.51M | 35.05M | 50.75M | 52.98M |
| Net Income | -1.53M | -1.27M | -3.62M | -3.40M | -4.76M | -3.60M | -2.26M | -1.12M | 660.00K | 2.80M | 3.68M | 4.32M | 7.47M | 5.52M | 3.73M | 23.15M | 4.98M | 1.98M | 19.26M | 137.68M | 479.00K | 2.02M | -141.00K | -14.29M | -29.97M | -4.16M | -35.11M | -18.90M | 26.45M | 38.66M | 29.66M | 33.01M | 31.38M | 35.98M | 33.65M | 42.42M | 41.54M |
| Diluted EPS | - | - | - | - | - | -0.11 | -0.07 | -0.03 | 0.02 | 0.08 | 0.10 | 0.12 | 0.21 | 0.16 | 0.11 | 0.65 | 0.14 | 0.06 | 0.54 | 3.86 | 0.01 | 0.06 | 0.00 | -0.41 | -0.86 | -0.12 | -0.99 | -0.53 | 0.72 | 1.05 | 0.81 | 0.90 | 0.86 | 0.99 | 0.93 | 1.18 | 1.17 |
| R&D Expense | 1.58M | 1.84M | 2.01M | 2.15M | 2.80M | 3.04M | 3.02M | 3.46M | 3.63M | 4.00M | 4.37M | 5.33M | 5.75M | 6.44M | 8.48M | 9.34M | 10.60M | 11.21M | 12.13M | 13.45M | 14.38M | 15.51M | 16.50M | 24.32M | 26.69M | 28.96M | 37.66M | 37.26M | 41.59M | 37.90M | 39.52M | 40.66M | 43.76M | 46.67M | 54.04M | 49.63M | 51.00M |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 26.54M | 47.67M | 74.98M | 105.59M | 143.80M | 190.07M | 256.01M | 310.06M | 359.37M | 471.88M | 620.45M | 794.20M | 950.82M |
| Operating Income | -7.60M | -8.56M | -15.00M | -8.42M | 9.34M | 19.66M | 6.46M | 9.78M | -11.88M | -72.37M | 963.00K | 135.64M | 152.92M |
| Net Income | -7.30M | -8.62M | -15.67M | -8.28M | 9.72M | 19.97M | 36.28M | 158.40M | 1.03M | -68.12M | 2.70M | 204.07M | 140.92M |
| Diluted EPS | - | - | -0.73 | -0.25 | 0.28 | 0.56 | 1.02 | 4.44 | 0.03 | -1.95 | 0.07 | 5.55 | 3.88 |
| R&D Expense | 5.06M | 6.50M | 9.55M | 12.64M | 16.58M | 24.11M | 39.51M | 48.53M | 65.98M | 111.12M | 151.36M | 160.38M | 190.42M |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 25.43M | 90.48M | 92.58M | 110.25M | 175.74M | 260.10M | 389.48M | - | 381.22M | 408.89M | 626.68M | 688.97M |
| Current Assets | - | - | - | - | - | - | - | - | - | - | 201.47M | 272.36M | 335.40M | 353.31M |
| Cash & Equivalents | 3.94M | 11.27M | 5.41M | 12.06M | 10.70M | 16.11M | 74.08M | 15.81M | 140.26M | - | 70.77M | 49.51M | 42.50M | 106.97M |
| Inventory | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Receivables | - | - | - | - | - | - | - | - | - | - | 16.50M | 20.71M | 24.35M | 36.87M |
| Total Liabilities | - | - | 13.73M | 17.78M | 22.90M | 25.17M | 83.89M | 128.15M | 103.56M | - | 115.67M | 111.58M | 107.39M | 146.39M |
| Current Liabilities | - | - | 13.53M | 16.91M | 21.36M | 23.91M | 28.21M | 47.47M | 49.80M | - | 61.34M | 69.77M | 63.28M | 106.85M |
| Long Term Debt | - | - | - | - | - | 0 | 48.60M | 47.38M | - | - | - | - | - | - |
| Total Debt | - | - | - | - | - | - | - | - | - | - | 53.59M | 44.74M | 41.75M | 38.16M |
| Total Equity | -36.98M | -43.96M | -51.47M | 72.70M | 69.68M | 85.08M | 91.85M | 131.95M | 285.92M | - | 265.55M | 297.31M | 519.29M | 542.58M |
| Shares Outstanding | - | - | - | - | - | - | - | - | - | - | 35.73M | 36.28M | 36.82M | 37.10M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | -4.37M | 475.00K | -6.84M | 11.50M | 29.37M | 36.27M | 38.89M | 48.30M | 35.39M | 25.36M | 60.28M | 188.16M | 242.10M |
| Investing Cash Flow | -265.00K | -6.48M | -59.37M | -13.06M | -22.83M | -4.64M | -89.87M | 146.51M | -110.46M | -6.47M | -55.58M | -151.76M | 10.24M |
| Financing Cash Flow | 11.96M | 144.00K | 72.86M | 201.00K | -1.13M | 26.35M | -7.27M | -70.36M | -7.35M | -6.16M | -25.96M | -43.40M | -187.89M |
| Capital Expenditure | -1.26M | -1.88M | -3.69M | -4.24M | -2.21M | -2.10M | -8.08M | -19.04M | -8.10M | -6.54M | -9.04M | -2.02M | -3.15M |
| Free Cash Flow | -5.63M | -1.40M | -10.54M | 7.26M | 27.16M | 34.17M | 30.80M | 29.26M | 27.29M | 18.82M | 51.24M | 186.14M | 238.95M |
| Share Buybacks | - | - | - | 0 | 0 | 21.56M | 0 | 4.19M | 0 | 0 | 0 | 0 | 145.72M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Margin % | -28.6% | -18.0% | -20.0% | -8.0% | 6.5% | 10.3% | 2.5% | 3.2% | -3.3% | -15.3% | 0.2% | 17.1% | 16.1% |
| Net Margin % | -27.5% | -18.1% | -20.9% | -7.8% | 6.8% | 10.5% | 14.2% | 51.1% | 0.3% | -14.4% | 0.4% | 25.7% | 14.8% |
| ROE % | 16.6% | 16.8% | -21.6% | -11.9% | 11.4% | 21.7% | 27.5% | 55.4% | - | -25.7% | 0.9% | 39.3% | 26.0% |
| ROCE % | - | -71.9% | -20.4% | -11.8% | 10.8% | 13.3% | 3.0% | 2.9% | - | -22.6% | 0.3% | 24.1% | 26.3% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 10.98% | 2.65M | $567.90M |
| 2 | Principal Financial Group, Inc. | 6.66% | 1.61M | $344.51M |
| 3 | Vanguard Portfolio Management LLC | 6.19% | 1.49M | $319.81M |
| 4 | Ashe Capital Management, LP | 4.35% | 1.05M | $224.91M |
| 5 | Vanguard Capital Management LLC | 4.32% | 1.04M | $223.52M |
| 6 | State Street Corporation | 3.18% | 766.13K | $164.43M |
| 7 | William Blair Investment Management, LLC | 3.00% | 721.83K | $154.93M |
| 8 | LONDON CO OF VIRGINIA | 2.92% | 703.15K | $150.92M |
| 9 | Price (T.Rowe) Associates Inc | 2.91% | 700.36K | $150.32M |
| 10 | Nellore Capital Management LLC | 2.72% | 654.87K | $140.55M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for APPF
AppFolio (APPF) Stock Moved, What Is Behind The Fresh Attention? - finance.yahoo.com
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AppFolio (APPF) Stock Could Be 25% Undervalued Despite A Customer Renewal - finance.yahoo.com
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AppFolio (NASDAQ:APPF) Stock Price Down 4.8% - Here's Why - marketbeat.com
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AppFolio Inc (APPF) Shares Fall 4.2% -- What GF Score of 79 Tells Investors - gurufocus.com
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3 Reasons Growth Investors Will Love AppFolio (APPF) - Eastern Progress
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AppFolio, Inc. (NASDAQ:APPF) Receives Average Recommendation of "Buy" from Brokerages - marketbeat.com
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APPF — Frequently Asked Questions
What is the current share price of AppFolio, Inc. (APPF)?
As of 2026-09-19 21:16 PDT, AppFolio, Inc. (APPF) trades at $206.02 on NasdaqGM. Its 52-week range is $143.34 to $286.46.
What is the market capitalisation of APPF?
AppFolio, Inc. (APPF) has a market capitalisation of $4.96B on NasdaqGM.
What is the P/E ratio of APPF?
APPF trades at a trailing price-to-earnings (P/E) ratio of 46.93. The industry average P/E is 29.22. Its price-to-book (P/B) ratio is 13.84.
What is the return on equity (ROE) of APPF?
APPF has a return on equity (ROE) of 32.09%. Its return on capital employed (ROCE) is 26.27%.
Is APPF a good stock to buy?
This page provides a data-driven analysis of AppFolio, Inc. (APPF), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.