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AppFolio, Inc. (APPF) vs Navan, Inc. (NAVN)

AppFolio, Inc. and Navan, Inc. are both Software Application companies. AppFolio, Inc. is the larger, with a market value of $7.0B against $6.0B — 1.2× the size. Navan, Inc. has negative trailing earnings, so its P/E is not meaningful; AppFolio, Inc. trades at 45.9×. AppFolio, Inc. has the higher net margin (15.1% vs −42.1%) and the higher return on invested capital (37.4% vs −25.3%). Across the 17 metrics below, AppFolio, Inc. leads on 12 and Navan, Inc. on 5.

Valuation

Metric APPF NAVN Software Application median
P/E 45.85 n/m 24.69
P/S 6.88 7.31 2.74
P/B 13.60 4.59 2.83
Price to free cash flow 28.63 213.08 17.55
EV/EBITDA 32.34 n/m 14.66
EV/Sales 6.76 6.35 2.65
Earnings yield 2.18% (21.50%) 0.00%
Free cash flow yield 3.49% 0.47% 1.87%

Profitability

Metric APPF NAVN Software Application median
Gross margin 63.53% 72.55% 67.03%
Operating margin 17.52% (25.72%) 0.00%
Net margin 15.13% (42.11%) 0.00%
Free cash flow margin 25.51% 3.43% 5.01%
Return on equity 32.09% (540.18%) 0.00%
Return on assets 25.91% (38.41%) 0.00%
Return on invested capital 37.43% (25.34%) 0.00%

Growth

Metric APPF NAVN Software Application median
Revenue growth (TTM) 20.66% — 12.48%
EPS growth (last fiscal year) (30.09%) (1.76%) 32.26%
Revenue growth, 5-year CAGR 25.12% — 14.21%
Net income growth, 5-year CAGR (2.31%) — 0.00%

Health

Metric APPF NAVN Software Application median
Debt to equity 0.00 0.09 0.02
Current ratio 3.83 4.38 1.52
Net debt to EBITDA (1.33) 5.39 0.06

Dividend

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

Size

Metric APPF NAVN Software Application median
Market cap 6.99b 6.02b 379.49m

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