AppFolio, Inc.

NasdaqGM:APPF Stock Report

Market Cap: US$9.0b

AppFolio Past Earnings Performance

Past criteria checks 3/6

AppFolio's earnings have been declining at an average annual rate of -16.8%, while the Software industry saw earnings growing at 19.9% annually. Revenues have been growing at an average rate of 22.9% per year. AppFolio's return on equity is 31.9%, and it has net margins of 17.3%.

Key information

-16.8%

Earnings growth rate

-18.0%

EPS growth rate

Software Industry Growth17.3%
Revenue growth rate22.9%
Return on equity31.9%
Net Margin17.3%
Last Earnings Update30 Sep 2024

Recent past performance updates

Solid Earnings Reflect AppFolio's (NASDAQ:APPF) Strength As A Business

Aug 02
Solid Earnings Reflect AppFolio's (NASDAQ:APPF) Strength As A Business

Statutory Profit Doesn't Reflect How Good AppFolio's (NASDAQ:APPF) Earnings Are

Feb 01
Statutory Profit Doesn't Reflect How Good AppFolio's (NASDAQ:APPF) Earnings Are

Recent updates

AppFolio, Inc.'s (NASDAQ:APPF) Shares Climb 25% But Its Business Is Yet to Catch Up

Dec 04
AppFolio, Inc.'s (NASDAQ:APPF) Shares Climb 25% But Its Business Is Yet to Catch Up

AppFolio: Capturing Tremendous Economies Of Scale

Oct 27

AppFolio, Inc.'s (NASDAQ:APPF) Popularity With Investors Is Under Threat From Overpricing

Aug 18
AppFolio, Inc.'s (NASDAQ:APPF) Popularity With Investors Is Under Threat From Overpricing

AppFolio: Buy This Dip, Especially On The Back Of Strong Growth, FCF

Aug 11

Solid Earnings Reflect AppFolio's (NASDAQ:APPF) Strength As A Business

Aug 02
Solid Earnings Reflect AppFolio's (NASDAQ:APPF) Strength As A Business

Is Now The Time To Look At Buying AppFolio, Inc. (NASDAQ:APPF)?

Jul 31
Is Now The Time To Look At Buying AppFolio, Inc. (NASDAQ:APPF)?

AppFolio's (NASDAQ:APPF) Returns On Capital Are Heading Higher

Jul 16
AppFolio's (NASDAQ:APPF) Returns On Capital Are Heading Higher

AppFolio: Addresses The Challenges Property Managers Face

Jul 10

Calculating The Intrinsic Value Of AppFolio, Inc. (NASDAQ:APPF)

Jun 19
Calculating The Intrinsic Value Of AppFolio, Inc. (NASDAQ:APPF)

AppFolio: Digital Rent Payment Shift To Fuel Top-Line Growth

Apr 27

AppFolio, Inc.'s (NASDAQ:APPF) Earnings Haven't Escaped The Attention Of Investors

Apr 04
AppFolio, Inc.'s (NASDAQ:APPF) Earnings Haven't Escaped The Attention Of Investors

AppFolio (NASDAQ:APPF) Might Be Having Difficulty Using Its Capital Effectively

Mar 13
AppFolio (NASDAQ:APPF) Might Be Having Difficulty Using Its Capital Effectively

AppFolio: GAAP Profitable And Growing At High 20s% CAGR

Feb 21

Statutory Profit Doesn't Reflect How Good AppFolio's (NASDAQ:APPF) Earnings Are

Feb 01
Statutory Profit Doesn't Reflect How Good AppFolio's (NASDAQ:APPF) Earnings Are

AppFolio's Financial Resilience: Robust Free Cash Flows And Debt-Free Status

Jan 19

AppFolio, Inc.'s (NASDAQ:APPF) Popularity With Investors Is Clear

Jan 03
AppFolio, Inc.'s (NASDAQ:APPF) Popularity With Investors Is Clear

AppFolio Looks Pricey As Recession Clouds Gather

Sep 20

AppFolio: Ripe For A Plunge

May 06

Revenue & Expenses Breakdown

How AppFolio makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

NasdaqGM:APPF Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Sep 24762132180153
30 Jun 24722125181150
31 Mar 2467276184148
31 Dec 236203199148
30 Sep 23573-47211144
30 Jun 23532-78208135
31 Mar 23503-89203124
31 Dec 22472-68186111
30 Sep 22443-50170100
30 Jun 22414-4616087
31 Mar 22386-1414776
31 Dec 21359113066
30 Sep 21336211858
30 Jun 2132414011655
31 Mar 2131615710852
31 Dec 2031015810649
30 Sep 2030516310348
30 Jun 20289319245
31 Mar 20271359042
31 Dec 19256368640
30 Sep 19239357935
30 Jun 19221357331
31 Mar 19205196427
31 Dec 18190205824
30 Sep 18178205422
30 Jun 18165185120
31 Mar 18154135118
31 Dec 17144105017
30 Sep 1713464915
30 Jun 1712414814
31 Mar 17115-44813
31 Dec 16106-84713
30 Sep 1698-114512
30 Jun 1690-154411
31 Mar 1682-164211
31 Dec 1575-164010
30 Sep 1568-16389
30 Jun 1561-13338
31 Mar 1554-11287
31 Dec 1448-9237
31 Dec 1327-7145

Quality Earnings: APPF has high quality earnings.

Growing Profit Margin: APPF became profitable in the past.

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: APPF's earnings have declined by 16.8% per year over the past 5 years.

Accelerating Growth: APPF has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.

Earnings vs Industry: APPF has become profitable in the last year, making it difficult to compare its past year earnings growth to the Software industry (27.6%).

Return on Equity

High ROE: APPF's Return on Equity (31.9%) is considered high.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/20 14:38
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

AppFolio, Inc. is covered by 14 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ishan MajumdarBaptista Research
Justin AgesBerenberg
Michael NemeroffCredit Suisse