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AppFolio Community
NasdaqGM:APPF Community
3
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AppFolio
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Reliance On Premium Plans And Second Nature Will Weaken Margins
Key Takeaways Reliance on premium plans may be unsustainable if economic conditions change, affecting future revenue growth. Strategic partnerships and AI investments could pressure net margins if synergies and customer adoption do not meet expectations.
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US$186.69
FV
41.7% overvalued
intrinsic discount
9.22%
Revenue growth p.a.
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4 days ago
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AppFolio
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Digital Transformation And AI Will Reshape Property Management Despite Risks
Key Takeaways Cloud-based, AI-enhanced platform and value-added services drive customer growth, improved efficiency, and recurring revenues in the digital property management sector. Industry consolidation and rising market demand position AppFolio for increased market share and long-term earnings expansion through innovation and strategic partnerships.
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US$300.00
FV
11.8% undervalued
intrinsic discount
9.22%
Revenue growth p.a.
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4 days ago
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AppFolio
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Second Nature And AI Will Advance Efficiency Amid Risks
Key Takeaways Strategic partnerships and AI-driven solutions enhance efficiency and customer retention, potentially boosting revenues and margins. Focus on higher-tier plans and strategic investments aims to increase user revenue, enhance product offerings, and drive long-term earnings growth.
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US$248.94
FV
6.3% overvalued
intrinsic discount
13.30%
Revenue growth p.a.
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about 1 month ago
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Your Valuation for
APPF
APPF
AppFolio
Your Fair Value
US$
Current Price
US$264.54
21.1% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-89m
1b
2015
2018
2021
2024
2025
2027
2030
Revenue US$1.5b
Earnings US$352.7m
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