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AppFolio, Inc. APPF

Technology — Software Application
Cash Flow Champion (3y)
Growth Flags show if company had growth for consecutive years

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Insider Decisions

Total sells
47.49
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — 3 — — 1 — — 2 3 6 18 —
Insider Ownership
35.89%

Capital & Financial Ratios

Market Cap
7,780.00
Revenue
1,040.88
Net Income
157.53
Free Cash Flow
265.51
Net Debt
(221.68)
Current Ratio
3.83
Debt/Equity
0.00
P/E ratio
49.83
P/S ratio
7.47
P/B ratio
14.78
Past 5Y EPS Growth
40.31%
This Y EPS Growth
30.43%
Next Y EPS Growth
22.78%
Next 5Y EPS Growth
27.23%
in millions of $

Dividends

Payout Ratio
0.00
Annual Dividend Rate
—
Annual Dividend Yield
—
total individual payouts
2023 ‡‡‡
2022 ‡‡‡
2021 ‡‡‡
2020 ‡‡‡
2019 ‡‡‡
2017 ‡‡‡
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 211.71 278.25 251.22 221.69
Receivables 20.71 24.35 36.87 50.44
Inventory — — — —
Other — — — —
272.36 335.40 353.31 325.19
2023 2024 2025 Q'26
Payables 1.14 2.38 4.12 4.78
ST’ Debt — — — —
Other 11.34 16.09 22.12 23.11
69.77 63.28 106.85 84.88
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡ ‡‡‡‡‡ ‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 262.21 281.12 — —
—
’25 217.70 235.58 249.35 248.19
950.82
’24 187.43 197.38 205.73 203.66
794.20
’23 136.10 147.08 165.44 171.83
620.45
’22 105.30 117.45 125.08 124.06
471.88
’21 78.92 89.04 95.81 95.60
359.37
’20 72.50 81.04 84.09 72.43
310.06
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 34.30 87.60 — —
—
’25 38.47 52.64 86.01 64.99
242.11
’24 42.95 50.87 57.77 36.57
188.16
’23 1.57 (9.23) 36.76 31.18
60.28
’22 (2.24) 5.53 16.00 6.08
25.37
’21 (4.44) 15.10 15.80 8.93
35.39
’20 3.08 24.29 17.84 3.08
48.30
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 32.76 86.36 — —
—
’25 37.60 51.53 83.74 62.65
235.51
’24 40.41 49.43 55.82 35.31
180.97
’23 (0.39) (11.59) 31.75 26.64
46.42
’22 (7.56) (1.45) 11.88 1.26
4.14
’21 (11.51) 7.46 6.84 (0.11)
2.67
’20 (11.73) 12.09 8.61 (5.75)
3.22
in millions of $

EPS

Mar Jun Sep Dec Year
’26 1.18 1.17 — —
—
’25 0.86 0.99 0.93 1.10
3.88
’24 1.05 0.81 0.90 2.79
5.55
’23 (0.99) (0.53) 0.72 0.83
0.07
’22 (0.41) (0.86) (0.12) (0.56)
(1.95)
’21 0.01 0.06 0.00 (0.04)
0.03
’20 0.06 0.54 3.86 (0.01)
4.44

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡‡

Recommendation Rating

1.3
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 79.92 102.85 164.29 190.24 — — —
Low Price
‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 127.74 211.41 274.56 326.04 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,785 1,504 1,634 1,702 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.26 0.41 0.49 0.56 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 471.88 620.45 794.20 950.82 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 59.35% 61.63% 64.48% 63.68% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (66.72) 8.00 150.32 161.11 ‡‡‡‡‡ — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (14.14%) 1.29% 18.93% 16.94% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (68.12) 2.70 204.07 140.92 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 34.01 40.64 31.56 35.99 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 13.48 17.41 21.91 26.40 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ (1.95) 0.08 5.63 3.91 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.72 1.69 5.19 6.72 — — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.61) (0.39) (0.20) (0.18) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.12 1.30 4.99 6.54 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 7.58 8.34 14.32 15.07 ‡‡‡‡‡ — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 35.01 35.63 36.25 36.01 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.00 2,417.29 43.90 59.50 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 7.95 9.72 11.26 8.81 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 14.13 20.28 17.22 15.44 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 7.73 9.45 10.97 8.59 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (318.75) 190.03 52.66 37.15 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 25.37 60.28 188.16 242.11 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (21.23) (13.87) (7.19) (6.59) ‡‡‡‡‡ ‡‡‡‡‡ —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4.14 46.42 180.97 235.51 ‡‡‡‡‡ — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 140.13 202.59 272.12 246.47 — — —
Working Cap'
— — ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 53.59 — — — — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (106.47) (211.70) (278.25) (251.22) — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 265.55 297.31 519.29 542.58 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (17.26%) 0.68% 39.41% 21.42% ‡‡‡‡‡ — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (28.43%) 0.70% 35.17% 32.80% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (24.20%) 0.96% 49.98% 26.54% ‡‡‡‡‡ — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

AppFolio (APPF), a proptech SaaS leader in property management software, has delivered explosive growth, with revenue surging 652% from $106 million in 2016 to $794 million in 2024, fueled by a 30% CAGR, operational leverage (revenue per employee up 188%), and sticky subscription demand amid the post-COVID U.S. rental boom. After divesting non-core assets in 2022, the company rebounded sharply: profitability swung from losses to $204 million net income, operating cash flow tripled to $188 million, and free cash flow per share rocketed 284%, backed by a pristine debt-free balance sheet with negative net debt and elite ROE/ROIC metrics.

Valuation looks compelling, with multiples compressing (PE 44x, EV/Sales 11x) as the stock trades 37-68% below analyst targets despite projections for 15-20% revenue CAGR through 2028, EPS growth to $7.11, and FCF expansion. Insider buying signals confidence amid routine heavy selling, while stock performance has mirrored fundamentals—2,400%+ total returns over a decade but volatile, sensitive to real estate cycles. Risks like higher rates and competition loom, yet AI integrations and market share gains position APPF as a maturing growth powerhouse with significant upside potential.

Read full commentary →

AppFolio, Inc. (APPF) Latest News

News by impact score

Fine-tune

26 Aug

3 , 12:00 PM
PURE HomeRiver expands its AppFolio partnership to support the next stage of company growth. Client commitment expansion indicates moderate recurring revenue growth potential for AppFolio.

20 Aug

3 , 12:00 PM
The property performance gap is widening among operators. FUTURE 2026 event will equip them with AppFolio's RPM Playbook to close it. RPM Playbook promotion at FUTURE 2026 may improve AppFolio positioning in property management without major financial or operational shifts.

17 Aug

4 , 1:09 PM
AppFolio designates AWS as its preferred AI cloud partner, drawing investor reactions to the strategic shift. AppFolio's AWS partnership as preferred AI cloud provider marks a major strategic move that can boost AI capabilities and alter competitive positioning.

3 , 7:13 PM
AppFolio selects AWS for its infrastructure needs, prompting questions on whether the company's valuation remains justified. AppFolio's AWS adoption may improve operational efficiency without fundamentally altering company trajectory or market position.

16 Aug

3 www.fool.com, 2:42 PM
AppFolio's AI resolves 25% of maintenance requests. Insider filing discloses related company details. AI resolution of maintenance requests signals moderate efficiency gains and product advancement at AppFolio.

14 Aug

3 , 12:00 PM
AppFolio, Inc. names Amazon Web Services its preferred cloud provider. Shift to AWS as preferred cloud provider supports AppFolio infrastructure scaling and operational efficiency.

24 Jul

4 , 1:10 PM
AppFolio exceeded Q2 expectations and crossed $1 billion in trailing revenue. Beating Q2 forecasts while reaching the $1 billion revenue threshold signals strong growth and positive investor sentiment for AppFolio.

4 , 1:00 AM
AppFolio reported record Q2 2026 revenue driven by AI initiatives, underscoring robust financial results and expansion in core property management software operations. Record revenue paired with AI growth initiatives signals major strategic progress likely to boost AppFolio's market trajectory and investor outlook.

3 , 9:11 PM
AppFolio updated guidance, resulting in a richer P/E multiple that prompts assessment of whether the stock is undervalued. Updated guidance and P/E valuation discussion may shift investor sentiment on AppFolio's stock trajectory.

23 Jul

3 transcript www.marketbeat.com, 6:06 PM
AppFolio held its Q2 earnings call, covering financial results, operational updates and forward guidance. Q2 earnings details and guidance can shift near-term sentiment and valuation but rarely reset long-term trajectory.

3 , 6:00 PM
AppFolio reported Q2 earnings and detailed key operating metrics that reflect current financial performance and business trends. Quarterly earnings and associated metrics can shift near-term investor sentiment and stock price but rarely alter long-term company trajectory.

3 , 4:02 PM
AppFolio, Inc. announced its second quarter 2026 financial results. Quarterly earnings releases deliver key metrics that can moderately shift investor views on financial performance.

30 Jun

3 , 6:00 PM
AppFolio (APPF) stock outperformed the broader market on investor optimism around its property management software growth and recent business momentum. Stock outperformance signals improved sentiment but lacks evidence of major strategic or operational shifts.

24 Jun

4 Insider Monkey, 9:43 AM
AppFolio expands its performance platform via integration of Anthropic-powered agentic AI. Anthropic-powered AI integration represents a major product enhancement that strengthens AppFolio's competitive position and growth trajectory.

16 Jun

4 , 11:00 AM
AppFolio expands agentic AI across leasing, accounting, and resident operations. Agentic AI rollout in core operations marks major product innovation likely to improve efficiency and competitive positioning.

9 Jun

4 GlobeNewswire, 9:15 AM
AppFolio integrates Realm-X with Anthropic’s Claude to raise real estate performance management standards. AI integration into core real estate platform drives major competitive and performance gains.

8 Jun

4 Zacks, 11:25 AM
AppFolio Realm-X demonstrates AI agents transforming rental management operations and processes. Realm-X launch signals major AI product innovation with potential to shift AppFolio competitive positioning in rentals.

30 Apr

3 Simply Wall St., 6:03 AM
AppFolio (APPF) reported soft earnings that are actually better than they appear, indicating stronger underlying performance despite surface-level weakness. Earnings analysis showing positive undercurrents despite softness moderately influences financial performance and investor sentiment.

28 Apr

3 Zacks, 9:55 AM
Wall Street analysts forecast a 38.77% upside for AppFolio (APPF) stock, questioning whether it can realistically achieve this target amid current market conditions. Analyst consensus projecting 38.77% upside could moderately influence investor sentiment and short-term stock trajectory.

25 Apr

4 Simply Wall St., 9:09 PM
AppFolio (APPF) beat Q1 expectations with strong results and raised its full-year outlook, prompting a valuation review amid positive momentum. Strong Q1 beat and raised full-year guidance indicate robust financial performance likely to boost investor sentiment and stock trajectory.

24 Apr

4 www.fool.com, 7:19 PM
AppFolio, Inc. (APPF) stock skyrocketed today due to positive developments driving sharp gains. Sharp stock surge indicates major positive catalysts likely to significantly boost future performance and investor sentiment.

4 app.moby.co, 8:30 AM
AppFolio, Inc. released Q1 2026 earnings call summary detailing quarterly financial results, revenue growth, operational updates, and forward guidance. Q1 earnings call summary reveals key financial metrics and guidance that drive stock volatility and long-term investor confidence.

4 GuruFocus.com, 3:15 AM
AppFolio Inc (APPF) reported record revenue growth and introduced AI innovations in its Q1 2026 earnings call highlights. Record revenue growth and AI innovations represent major financial and technological advancements likely to significantly boost future performance and investor sentiment.

23 Apr

4 www.marketbeat.com, 6:36 PM
AppFolio reported Q1 revenue growth, EPS beat, increased recurring revenue from property management software, operational expansions, and raised full-year guidance during earnings call. Q1 earnings beats, revenue growth, and raised guidance signal significant positive shifts in financial trajectory and market sentiment.

4 transcript www.fool.com, 6:10 PM
AppFolio Inc. (APPF) Q1 2026 earnings call transcript details quarterly financial results, revenue growth, operational updates, and management guidance on future prospects. Q1 2026 earnings transcript reveals key financial metrics, growth strategies, and outlook that significantly influence APPF's market performance and investor sentiment.

4 Zacks, 5:55 PM
AppFolio (APPF) Q1 earnings and revenues exceeded analyst estimates. Surpassing Q1 earnings estimates boosts financial performance and investor sentiment significantly.

4 GlobeNewswire, 4:05 PM
AppFolio, Inc. announced first quarter 2026 financial results, reporting key metrics on revenue, net income, customer growth, and future outlook. Quarterly earnings announcements like this directly shape investor perceptions of financial health, growth trajectory, and stock valuation.

20 Apr

3 , 9:15 AM
Wall Street analysts unveil estimates for AppFolio (APPF) Q1 outlook on key metrics. Wall Street Q1 estimates for APPF key metrics could moderately influence investor expectations and pre-earnings sentiment.

31 Mar

3 Zacks, 12:00 PM
AppFolio, Inc. (APPF) analyst rating upgraded to Buy, highlighting key investment insights. Analyst upgrade to Buy expected to moderately boost investor sentiment and short-term market performance.

8 Mar

4 Simply Wall St., 1:09 AM
AppFolio's 2026 guidance forecasts higher revenue and profit margins, supporting a positive valuation outlook amid strong growth projections. Optimistic 2026 revenue and margin guidance represents a major strategic signal that could significantly enhance valuation and investor sentiment.
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