AppFolio, Inc. (APPF) vs CommVault Systems, Inc. (CVLT)

AppFolio, Inc. and CommVault Systems, Inc. are both Software Application companies. AppFolio, Inc. is the larger, with a market value of $7.0B against $6.3B — 1.1× the size. AppFolio, Inc. trades at the lower P/E: 45.9× against 99.5×. AppFolio, Inc. grew revenue faster over the last twelve months: 20.7% against 15.5%. AppFolio, Inc. has the higher net margin (15.1% vs 5.62%) and the lower return on invested capital (37.4% vs 1,126.5%). Across the 22 metrics below, AppFolio, Inc. leads on 13 and CommVault Systems, Inc. on 9.

Valuation

Metric APPF CVLT Software Application median
P/E 45.85 99.53 24.69
P/S 6.88 5.35 2.74
P/B 13.60 124.91 2.83
Price to free cash flow 28.63 25.16 17.55
EV/EBITDA 32.34 46.13 14.66
EV/Sales 6.76 5.31 2.65
Earnings yield 2.18% 1.00% 0.00%
Free cash flow yield 3.49% 3.98% 1.87%

Profitability

Metric APPF CVLT Software Application median
Gross margin 63.53% 81.09% 67.03%
Operating margin 17.52% 6.14% 0.00%
Net margin 15.13% 5.62% 0.00%
Free cash flow margin 25.51% 21.26% 5.01%
Return on equity 32.09% 32.77% 0.00%
Return on assets 25.91% 4.45% 0.00%
Return on invested capital 37.43% 1,126.48% 0.00%

Growth

Metric APPF CVLT Software Application median
Revenue growth (TTM) 20.66% 15.47% 12.48%
EPS growth (last fiscal year) (30.09%) (5.95%) 32.26%
Revenue growth, 5-year CAGR 25.12% 10.35% 14.21%
Net income growth, 5-year CAGR (2.31%) 0.00% 0.00%

Health

Metric APPF CVLT Software Application median
Debt to equity 0.00 16.94 0.02
Current ratio 3.83 2.04 1.52
Net debt to EBITDA (1.33) (0.14) 0.06

Dividend

Metric APPF CVLT Software Application median
Dividend yield — — 0.86%
Payout ratio — — 0.29

Size

Metric APPF CVLT Software Application median
Market cap 6.99b 6.26b 379.49m

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