AppFolio Performance degli utili passati
Criteri Il passato verificati 3/6
AppFolio ha registrato una crescita degli utili a un tasso medio annuo di 37%, mentre il settore Software ha registrato utili in crescita a un tasso medio annuo di 21.7%. I ricavi sono stati in crescita a un tasso medio annuo di 23.5%. Il ritorno sul capitale proprio di AppFolio è 32.3% e ha margini netti di 15.3%.
Informazioni chiave
37.03%
Tasso di crescita degli utili
36.01%
Tasso di crescita dell'EPS
| Software Crescita del settore | 17.33% |
| Tasso di crescita dei ricavi | 23.48% |
| Rendimento del capitale proprio | 32.32% |
| Margine netto | 15.27% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Articolo di analisi • Apr 30
Some May Be Optimistic About AppFolio's (NASDAQ:APPF) Earnings
The market was pleased with the recent earnings report from AppFolio, Inc. ( NASDAQ:APPF ), despite the profit numbers...Articolo di analisi • Aug 08
We Think That There Are Issues Underlying AppFolio's (NASDAQ:APPF) Earnings
NasdaqGM:APPF 1 Year Share Price vs Fair Value Explore AppFolio's Fair Values from the Community and select yours...Recent updates
Aggiornamento dell'analisi • May 04
APPF: Housing Reset And 2026 Guidance Will Support Monetization Upside
AppFolio's updated narrative reflects a lower implied price target of about $228, down from roughly $312, as analysts factor in revised assumptions around growth, margins, and a more moderate future P/E multiple, while incorporating mixed recent price target changes from firms covering the stock. Analyst Commentary Recent research on AppFolio reflects a wide range of views, with some analysts refining their outlooks upward and others marking targets lower as they revisit assumptions on growth, profitability, and valuation multiples.Articolo di analisi • Apr 30
Some May Be Optimistic About AppFolio's (NASDAQ:APPF) Earnings
The market was pleased with the recent earnings report from AppFolio, Inc. ( NASDAQ:APPF ), despite the profit numbers...Seeking Alpha • Apr 24
AppFolio: The Right Business Model To Muscle Past The SaaSpocalypse
Summary AppFolio remains a buy after a strong Q1 beat-and-raise, signaling resilience amid broader software sector fears. APPF's pricing model, tied to unit expansion and value-added services, insulates it from per-seat SaaS risks. Secular tailwinds in rental demand and robust fundamentals—20%+ revenue growth, high 20s margins—place APPF in the Rule of 40 category. With $229M in cash, no debt, and a compelling post-earnings valuation, APPF offers attractive long-term upside. Read the full article on Seeking Alpha
Aggiornamento dell'analisi • Apr 20
APPF: Housing Reset And 2026 Guidance Will Support Long-Term Re-Rating
Analyst price targets on AppFolio have been reset lower by a wide range, with cuts from $15 to $105, as analysts factor in updated assumptions around revenue growth, profitability and valuation multiples, alongside a broader reassessment of the housing market. Analyst Commentary Bullish analysts are framing the recent reset in price targets as a recalibration rather than a loss of confidence in AppFolio's long term potential.
Aggiornamento dell'analisi • Apr 05
APPF: AI And Resident Experience Will Support Upside Through Housing Market Reset
Analysts have reduced the AppFolio price target by $23, reflecting revised P/E assumptions. Their models still build in steady revenue growth and margin expectations and incorporate recent sector wide target cuts tied to a resetting housing market.Aggiornamento dell'analisi • Mar 22
APPF: Reset Expectations And 2026 Revenue Framework Will Support Long-Term Re-Rating
Analysts have reduced their average price targets on AppFolio by amounts ranging from $15 to $105. These changes reflect updated views on discount rates, revenue growth, profit margins, and future P/E assumptions.Aggiornamento dell'analisi • Mar 08
APPF: AI And Resident Experience Execution Will Support Long Term Upside Despite Cautious Modeling
AppFolio's analyst price targets have been lowered by up to $105, with analysts citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E multiples as key reasons for the reset. Analyst Commentary Across recent research updates, bearish analysts have trimmed their AppFolio price targets by a wide range, from $15 to as much as $105.Aggiornamento dell'analisi • Feb 22
APPF: AI And Resident Services Will Underpin Long-Term Re-Rating Potential
Analysts have trimmed their AppFolio fair value estimate to $300 from $350, reflecting slightly lower revenue growth assumptions, a modestly higher profit margin outlook, and a reduced future P/E multiple. Analyst Commentary Street research has recently clustered around lower fair value and price targets for AppFolio, with several firms trimming their numbers by between $15 and $105.Aggiornamento dell'analisi • Feb 07
APPF: AI And Resident Experience Execution Will Support Long Term Upside Potential
Analysts have trimmed their AppFolio fair value estimate from $270 to $245, citing updates to projected revenue growth, profit margins, and a lower assumed future P/E multiple following a series of reduced price targets across the Street. Analyst Commentary Recent reports from bearish analysts have centered on lowering price targets for AppFolio, with several cuts ranging from $15 to $105.Aggiornamento dell'analisi • Jan 24
APPF: Monetization Optionality And Strong New Business Trends Will Drive Upside
Narrative Update on AppFolio The updated analyst price target for AppFolio edges slightly lower to about US$312 from roughly US$317, as analysts fine tune fair value, discount rate, growth, margin, and future P/E assumptions while still pointing to unchanged fundamentals and multiple growth opportunities highlighted at the recent Investor Day. Analyst Commentary Recent commentary focuses less on changing the long term story and more on how the market is reacting to limited guidance and refreshed valuation assumptions.Aggiornamento dell'analisi • Jan 10
APPF: AI And Resident Experience Monetization Will Drive Long-Term Upside
Analysts have modestly adjusted their AppFolio price targets, keeping fair value around $270 while fine tuning assumptions on revenue growth, margins and future P/E. These changes reflect recent upgrades that highlight underappreciated AI and resident services growth potential, and they view the recent share price pullback and negative reaction to Investor Day as disconnected from the underlying business trends.Articolo di analisi • Jan 04
Estimating The Intrinsic Value Of AppFolio, Inc. (NASDAQ:APPF)
Key Insights The projected fair value for AppFolio is US$212 based on 2 Stage Free Cash Flow to Equity Current share...Aggiornamento dell'analisi • Dec 26
APPF: AI And Resident Services Will Drive Stronger Long-Term Fundamentals
Analysts have raised their price target on AppFolio from $300 to $350 per share. This reflects increased confidence that accelerating revenue growth, improving margins, and new AI driven and resident services offerings can support stronger long term fundamentals despite recent share price underperformance.Aggiornamento dell'analisi • Dec 12
APPF: AI And Resident Services Will Drive Long-Term Upside Potential
Analysts have raised their AppFolio fair value estimate sharply to $270 from $186.69 as they factor in accelerating revenue growth opportunities, underappreciated AI and resident services catalysts, and reaffirmed confidence in the durability of the company’s underlying fundamentals despite recent stock underperformance. Analyst Commentary Recent Street research has turned incrementally constructive on AppFolio, with multiple firms highlighting strong underlying business trends, expanding monetization opportunities around AI and resident services, and a growing pipeline across Plus and Max tiers.Aggiornamento dell'analisi • Nov 28
APPF: Expanded Resident Experience And AI Integration Will Drive Significant Upside
Analysts have modestly increased their price target for AppFolio to $317, citing ongoing business strength and expanding growth opportunities despite recent share price volatility. Analyst Commentary Recent street research has offered a mix of perspectives on AppFolio, highlighting both notable strengths and areas of uncertainty as the company pursues further growth in its sector.Aggiornamento dell'analisi • Nov 14
APPF: Revenue Momentum Will Accelerate With AI And Resident Services Expansion
AppFolio’s analyst price target has been revised downward from $330.20 to $317.20, as analysts balance increasing optimism around accelerating revenue growth and AI-driven initiatives with slightly tempered profitability forecasts and updated market assessments. Analyst Commentary Recent analyst updates reflect both increasing optimism and measured caution regarding AppFolio's near-term and long-term prospects.Aggiornamento dell'analisi • Oct 31
APPF: AI-Driven Resident Services Will Unlock Momentum In 2024
Analysts have maintained their price target for AppFolio at $330.20 per share. This reflects continued optimism around the company's upcoming AI-driven products and resident services as key catalysts for growth.Aggiornamento dell'analisi • Oct 16
AI-powered Workflow And Ecosystem Partnerships Will Modernize Property Management
Analysts have lowered their fair value estimate for AppFolio to $330.20 from $341.50. This change reflects improved sentiment around market expansion and resident services opportunities, but also includes a modest adjustment in long-term growth and margin assumptions.Articolo di analisi • Sep 29
Is AppFolio, Inc. (NASDAQ:APPF) Expensive For A Reason? A Look At Its Intrinsic Value
Key Insights AppFolio's estimated fair value is US$210 based on 2 Stage Free Cash Flow to Equity Current share price of...Articolo di analisi • Sep 05
We Like AppFolio's (NASDAQ:APPF) Returns And Here's How They're Trending
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Aggiornamento dell'analisi • Sep 04
AI-powered Workflow And Ecosystem Partnerships Will Modernize Property Management
Despite improved Q2 performance, increased optimism around resident services, and upward estimate revisions, analysts maintain a neutral stance due to balanced risk-reward, resulting in the consensus price target holding steady at $341.50. Analyst Commentary Growing optimism around the upside potential from resident services initiatives is supporting near-term share performance.Articolo di analisi • Aug 08
We Think That There Are Issues Underlying AppFolio's (NASDAQ:APPF) Earnings
NasdaqGM:APPF 1 Year Share Price vs Fair Value Explore AppFolio's Fair Values from the Community and select yours...Articolo di analisi • Jul 20
Is AppFolio, Inc. (NASDAQ:APPF) Potentially Undervalued?
AppFolio, Inc. ( NASDAQ:APPF ), is not the largest company out there, but it led the NASDAQGM gainers with a relatively...Articolo di analisi • Jun 22
If EPS Growth Is Important To You, AppFolio (NASDAQ:APPF) Presents An Opportunity
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Articolo di analisi • May 26
AppFolio (NASDAQ:APPF) Is Achieving High Returns On Its Capital
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Articolo di analisi • May 13
What AppFolio, Inc.'s (NASDAQ:APPF) P/E Is Not Telling You
AppFolio, Inc.'s ( NASDAQ:APPF ) price-to-earnings (or "P/E") ratio of 40.4x might make it look like a strong sell...Seeking Alpha • Apr 26
AppFolio: Broken Momentum Amid High Multiples (Rating Downgrade)
Summary Shares of AppFolio fell more than 10% after missing Q1 results and showing a contraction in operating margins. Amid decelerating growth rates and an unrealistic forecast that requires acceleration through the remainder of FY25, I'm downgrading my viewpoint on the stock to neutral. High interest rates have continued to hold down the rebound in the real estate sector, with cap rates not rich enough to support debt costs and attract investors. Trading at ~8x forward revenue and above other software peers that are growing in the mid/high teens, the best move is to wait for a better price to buy this stock. Read the full article on Seeking AlphaSeeking Alpha • Feb 14
AppFolio: Tremendous Momentum, But Watch Out For Valuation
Summary AppFolio delivered strong Q2 results, with revenue growing 19% y/y as a result of property managers shifting to higher-priced subscription tiers. The company's comprehensive software suite covers property managers, residents, and investors, ensuring a recurring revenue stream from subscription fees and payment processing. The company recently also acquired a concierge service called LiveEasy, extending its appeal toward consumers. The company's guidance for FY25 calls for ~17% revenue growth and ~25% pro forma operating margins, still positioning it as a "Rule of 40" company. The stock isn't cheap at ~10x forward revenue, but its excellent growth/profitability balance merits a premium. Stay long until the stock hits ~$285. Read the full article on Seeking AlphaSeeking Alpha • Jan 26
AppFolio: Strong Growth Ahead, But High Valuation And Fierce Competition Keep Me Cautious
Summary AppFolio offers cloud-based software solutions for the real estate industry, with subscription-based services for property and investment management. The latest quarter saw a 24% YoY revenue increase to $206 million, with units under management growing 9% to 8.5 million units. The property management software space is highly competitive. AppFolio allocates approximately 20% of its revenue to R&D to stay competitive. According to my rough estimation, AppFolio has more growth potential with an estimated market of 17 million units. Despite its strong growth and growth opportunities, AppFolio’s current valuation demands sustained performance, and the margin of safety at this price level is too low for a buy rating. Therefore, I recommend a HOLD. Read the full article on Seeking AlphaSeeking Alpha • Jan 14
AppFolio: Growth Is Slowing Down, And The Uncertainties Mount
Summary AppFolio, Inc. is expected to report its full-year ’24 results, with analysts predicting $0.65 GAAP and $0.94 non-GAAP earnings on $200m revenue. Revenue growth is slowing, and high P/E ratios and economic uncertainties raise concerns about future demand and margin contraction. The company's recent acquisition of LiveEasy and the rollout of Realm-X messaging service are key areas to watch for efficiency and profitability improvements. I am cautious about starting a position in APPF due to potential growth slowdowns, high interest rates, and the impact of California wildfires on the business. Read the full article on Seeking AlphaSeeking Alpha • Oct 27
AppFolio: Capturing Tremendous Economies Of Scale
Summary AppFolio delivered tremendous Q3 results, beating Wall Street's expectations by a wide mile and also boosting its full-year outlook. Its latest outlook calls for 27% y/y growth in FY24 (versus 24-25% growth previously) driven by sales expansion, with a new Chief Revenue Officer enhancing its growth prospects. AppFolio's comprehensive platform, AI innovations, and secular tailwinds in the rental market position it as a high-quality, growth-oriented investment despite its premium valuation. Trading at 9.7x EV/FY24 revenue, AppFolio offers high quality, consistency, and rising operating leverage, justifying its premium price for long-term investors. Read the full article on Seeking Alpha
Nuova analisi • Aug 27
Generative AI And Market Expansion Propel Revenue And Customer Growth In Real Estate Sector
Embedding generative AI, like Realm-X, and expansion into student and affordable housing sectors aims to drive higher adoption rates and increase market share.Seeking Alpha • Aug 11
AppFolio: Buy This Dip, Especially On The Back Of Strong Growth, FCF
Summary AppFolio shares have dropped ~20% after reporting Q2 results despite a strong beat-and-raise quarter. The company's outlook for the remainder of FY24 still looks conservative with plenty of deceleration baked in, creating an opportunity for upside surprises as the year goes on. AppFolio continues to move upmarket with more sophisticated product offerings for larger multifamily property managers. Though not cheap at ~8x FY25 revenue, the company is in a stratified league with a "Rule of 40" score of 60, indicating excellent growth/profitability balance. I'm reiterating my buy rating and recommending investors to buy the recent dip. Read the full article on Seeking AlphaSeeking Alpha • Jul 10
AppFolio: Addresses The Challenges Property Managers Face
Summary APPF helps small and medium-sized property managers improve operational efficiency without high costs. The current environment with tight labor market and high mortgage rates supports robust growth for APPF. Large TAM sustains growth potential for APPF in the long term. Read the full article on Seeking AlphaSeeking Alpha • Apr 27
AppFolio: Digital Rent Payment Shift To Fuel Top-Line Growth
Summary AppFolio has exceeded expectations with a 52% increase in stock price since initial coverage. The company's strong Q1 performance includes steady top-line growth and improved profitability. The growth driver for AppFolio is the adoption of its online payment and tenant screening tool, FolioGuard, which contributes to its value-added services segment. Read the full article on Seeking AlphaSeeking Alpha • Feb 21
AppFolio: GAAP Profitable And Growing At High 20s% CAGR
Summary AppFolio, a debt-free real estate technology firm, is impressively priced with clean GAAP profits and a promising outlook for non-GAAP operating profits reaching $200 million in the next twelve months. AppFolio's Q4 performance showcased a substantial improvement in non-GAAP operating income margins to 24.3%, reflecting its ability to achieve mid-10s% GAAP profitability while maintaining premium growth. With a valuation at approximately 42x forward non-GAAP operating profits, coupled with a robust 28% CAGR on the top line, AppFolio stock presents a compelling investment opportunity in the real estate. Read the full article on Seeking AlphaSeeking Alpha • Jan 19
AppFolio's Financial Resilience: Robust Free Cash Flows And Debt-Free Status
Summary AppFolio is expected to grow by +25% CAGR in 2024, propelled by robust free cash flows, a debt-free status, and a substantial $190 million cash reserve. AppFolio faces near-term challenges, including a recent 9% team downsizing and a concerning deceleration in total units served adoption, suggesting potential reliance on price increases for revenue growth. Despite challenges, AppFolio's financials remain strong, featuring improving free cash flow margins expected to reach around 18% in 2024. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come AppFolio guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 995 | 152 | 247 | 196 |
| 31 Dec 25 | 951 | 141 | 239 | 190 |
| 30 Sep 25 | 906 | 204 | 233 | 187 |
| 30 Jun 25 | 863 | 203 | 216 | 173 |
| 31 Mar 25 | 824 | 197 | 205 | 166 |
| 31 Dec 24 | 794 | 204 | 197 | 160 |
| 30 Sep 24 | 762 | 132 | 165 | 153 |
| 30 Jun 24 | 722 | 125 | 166 | 150 |
| 31 Mar 24 | 672 | 76 | 169 | 148 |
| 31 Dec 23 | 620 | 3 | 199 | 148 |
| 30 Sep 23 | 573 | -47 | 211 | 144 |
| 30 Jun 23 | 532 | -78 | 208 | 135 |
| 31 Mar 23 | 503 | -89 | 203 | 124 |
| 31 Dec 22 | 472 | -68 | 186 | 111 |
| 30 Sep 22 | 443 | -50 | 170 | 100 |
| 30 Jun 22 | 414 | -46 | 160 | 87 |
| 31 Mar 22 | 386 | -14 | 147 | 76 |
| 31 Dec 21 | 359 | 1 | 130 | 66 |
| 30 Sep 21 | 336 | 2 | 118 | 58 |
| 30 Jun 21 | 324 | 140 | 116 | 55 |
| 31 Mar 21 | 316 | 157 | 108 | 52 |
| 31 Dec 20 | 310 | 158 | 106 | 49 |
| 30 Sep 20 | 305 | 163 | 103 | 48 |
| 30 Jun 20 | 289 | 31 | 92 | 45 |
| 31 Mar 20 | 271 | 35 | 90 | 42 |
| 31 Dec 19 | 256 | 36 | 86 | 40 |
| 30 Sep 19 | 239 | 35 | 79 | 35 |
| 30 Jun 19 | 221 | 35 | 73 | 31 |
| 31 Mar 19 | 205 | 19 | 64 | 27 |
| 31 Dec 18 | 190 | 20 | 58 | 24 |
| 30 Sep 18 | 178 | 20 | 54 | 22 |
| 30 Jun 18 | 165 | 18 | 51 | 20 |
| 31 Mar 18 | 154 | 13 | 51 | 18 |
| 31 Dec 17 | 144 | 10 | 50 | 17 |
| 30 Sep 17 | 134 | 6 | 49 | 15 |
| 30 Jun 17 | 124 | 1 | 48 | 14 |
| 31 Mar 17 | 115 | -4 | 48 | 13 |
| 31 Dec 16 | 106 | -8 | 47 | 13 |
| 30 Sep 16 | 98 | -11 | 45 | 12 |
| 30 Jun 16 | 90 | -15 | 44 | 11 |
| 31 Mar 16 | 82 | -16 | 42 | 11 |
| 31 Dec 15 | 75 | -16 | 40 | 10 |
| 30 Sep 15 | 68 | -16 | 38 | 9 |
| 30 Jun 15 | 61 | -13 | 33 | 8 |
Guadagni di qualità: APPF ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di APPF (15.3%) sono inferiori rispetto allo scorso anno (23.9%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di APPF sono cresciuti in modo significativo del 37% all'anno negli ultimi 5 anni.
Accelerare la crescita: APPF ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.
Guadagni vs Settore: APPF ha avuto una crescita negativa degli utili ( -22.8% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Software ( 14.3% ).
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 32.3% ) di APPF è considerato alto.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/06 19:42 |
| Prezzo dell'azione a fine giornata | 2026/05/06 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
AppFolio, Inc. è coperta da 13 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Michael Rindos | Benchmark Company |
| Justin Ages | Berenberg |
| Sukshith Shetty | CrispIdea |