Appfolio Inc

  • Earnings Score
  • Moat Score
  • Market Cap $7.74B
  • PE 39
  • Debt -
  • Cash $57.18M
  • EV -
  • FCF $182.84M

Earnings

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Sales & Net Margins

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Earnings$196.78M
EBIT$150.03M
ROE43%
ROA27%
FCF$182.84M
Equity$462.12M
Growth Stability-104%
PE39.34
PEG3.94
PB16.75
P/FCF42.34
P/S9.39
Price/Cash0.01
Net Margins14%
Gross Margins64%
Op. Margins18%
Earnings CAGR9%
Sales Growth YoY16%
Sales Growth QoQ7%
Sales CAGR28%
FCF CAGR20%
Equity CAGR24%
Earnings Stability0.06
Earnings Growth YoY-19%
Earnings Growth QoQ-69%
Earnings CAGR 5Y10%
Sales CAGR 5Y27%
FCF CAGR 5Y46%
Equity CAGR 5Y13%
Earnings CAGR 3Y30%
Sales CAGR 3Y30%
FCF CAGR 3Y198%
Equity CAGR 3Y30%
Market Cap$7.74B
Revenue$824.47M
Assets$564.73M
Cash$57.18M
Shares Outstanding36.3M
Earnings Score7%
Moat Score96%
Working Capital213.41M
Current Ratio4.64
Gross Profit$527.56M
Shares Growth 3y2%
Equity Growth QoQ-11%
Equity Growth YoY36%

Assets & ROA

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Stockholders Equity & ROE

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AppFolio Inc is a provider of cloud-based software solutions for small and medium-sized businesses (SMBs) in the property management and legal industries. Its property management software provides small and medium-sized property managers with an end-to-end solution to their business needs. Its products include cloud-based property management software (Appfolio Property Manager); a cloud-based software solution for real estate investment managers that provides tools and services designed to manage investor relationships (Appfolio Investment Management). It also offers value-added services, such as Website design and electronic payment services. The business activity of the firm primarily functions through the United States and it derives revenue from the source of subscription fees.

SEC Filings

Direct access to Appfolio Inc (APPF) Annual Reports (10K) and Quarterly Reports (10Q) from the SEC website.

  • 2025
    • 10-Q Mar 31
  • 2024
    • 10-K Dec 31
    • 10-Q Sep 30
    • 10-Q Jun 30
    • 10-Q Mar 31
  • 2023
    • 10-K Dec 31
    • 10-Q Sep 30
    • 10-Q Jun 30
    • 10-Q Mar 31

Sector Comparison

How does Appfolio Inc compare to its competitors?

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Peter Lynch's Chart

This chart shows the current pricing of Appfolio Inc compared to its past. The addition of the earnings trend line provides further insights into the company's earnings power.

CAGR 9%
Stability 6%
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Appfolio Inc Discounted Cash Flow

Fully customizable DCF calculator online for Appfolio Inc.

= $7.2B
012345678910TV
fcf$183M$219M$262M$313M$375M$449M$537M$642M$769M$920M$1.1B$11B
DCF$199M$216M$235M$256M$279M$303M$330M$359M$390M$424M$4.2B
Value$7.2B

Competitiveness and MOAT

High margins render the company resilient under dire circumstances, hence able to drive competitors out or acquire them. ROE and ROA measure the average flow generated by each invested dollar. Their marginal value is a forecast of future growth, and it is considered by Buffett and Munger the most important single indicator.

Years12/201512/201612/201712/201812/201912/202012/202112/202212/202312/2024TTM
Net Margins-21%-8%7%11%14%51%0%-14%0%26%14%
ROA--9%9%12%2%51%0%-18%2%24%27%
ROE--12%11%22%27%55%0%-26%1%39%43%

Safety and Stability

Being debt the number one cause of investment losses and company death, the ratio Debt/FCF is of utmost importance to guarantee safety. On the other hand the Graham’s stability measures the drawdown of earnings, hence indicating the reliability of the flow generated by the company.

Years12/201512/201612/201712/201812/201912/202012/202112/202212/202312/2024TTM
Debt over FCF--01.461.620-----
Debt over Equity--00.540.380-----
Growth Stability----100%100%1%-104%9%--104%

Growth

Growth can be dangerous when forecasting, simply projecting the current growth is in general wrong. A company passes through multiple phases, from being young and unprofitable, to the first periods of profitability and high growth, until it arrives at a period of regime with limited growth. Identifying in which phase the company is in may help forecasting.

Years12/201512/201612/201712/201812/201912/202012/202112/202212/202312/2024CAGR 5Y
Revenue YoY growth-41%36%32%35%21%16%31%31%28%27%
Earnings YoY growth--47%-217%106%82%337%-99%-7K%-104%7K%10%
Equity YoY growth--4%22%8%44%117%4%-11%12%75%13%
FCF YoY growth--169%274%26%-10%-5%-7%-31%172%263%46%