AppFolio, Inc. (APPF) vs Full Truck Alliance Co. Ltd. Sponsored ADR (YMM)

AppFolio, Inc. and Full Truck Alliance Co. Ltd. Sponsored ADR are both Software Application companies. AppFolio, Inc. and Full Truck Alliance Co. Ltd. Sponsored ADR are of similar size ($7.6B and $7.2B). Full Truck Alliance Co. Ltd. Sponsored ADR trades at the lower P/E: 13.8× against 46.3×. AppFolio, Inc. grew revenue faster over the last twelve months: 20.7% against 12.2%. Full Truck Alliance Co. Ltd. Sponsored ADR has the higher net margin (33.2% vs 15.1%) and the lower return on invested capital (15.6% vs 37.4%). Across the 21 metrics below, Full Truck Alliance Co. Ltd. Sponsored ADR leads on 16 and AppFolio, Inc. on 5.

Valuation

Metric APPF YMM Software Application median
P/E 46.31 13.78 24.79
P/S 6.94 4.50 2.67
P/B 13.74 1.40 3.01
Price to free cash flow 28.92 5.41 16.59
EV/EBITDA 32.43 7.94 14.40
EV/Sales 6.77 2.68 2.62
Earnings yield 2.16% 7.26% 0.00%
Free cash flow yield 3.46% 18.49% 1.91%

Profitability

Metric APPF YMM Software Application median
Gross margin 63.53% 65.80% 67.03%
Operating margin 17.52% 33.79% 0.00%
Net margin 15.13% 33.18% 0.00%
Free cash flow margin 25.51% 0.00% 4.32%
Return on equity 32.09% 10.81% 0.00%
Return on assets 25.91% 9.81% 0.00%
Return on invested capital 37.43% 15.59% 0.00%

Growth

Metric APPF YMM Software Application median
Revenue growth (TTM) 20.66% 12.21% 12.40%
EPS growth (last fiscal year) (30.09%) 50.00% —
Revenue growth, 5-year CAGR 25.12% 35.19% 13.72%
Net income growth, 5-year CAGR (2.31%) 0.00% 0.00%

Health

Metric APPF YMM Software Application median
Debt to equity 0.00 0.00 0.02
Current ratio 3.83 7.96 1.55
Net debt to EBITDA (1.33) (4.05) 0.06

Dividend

Metric APPF YMM Software Application median
Dividend yield — — 1.25%
Payout ratio 0.00 0.00 0.00

Size

Metric APPF YMM Software Application median
Market cap 7.24b 7.61b 396.11m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack