AppFolio, Inc.

NasdaqGM:APPF 株式レポート

時価総額：US$5.7b

AppFolio 将来の成長

Future 基準チェック /46

AppFolio利益と収益がそれぞれ年間19.9%と15%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に37.1% 18.9%なると予測されています。

主要情報

19.9%

収益成長率

18.89%

EPS成長率

Software 収益成長19.8%
収益成長率15.0%
将来の株主資本利益率37.15%
アナリストカバレッジ

Good

最終更新日04 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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.
分析記事 • 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
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
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新しいナラティブ • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

業績と収益の成長予測

NasdaqGM:APPF - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,518267N/AN/A2
12/31/20271,3082183333419
12/31/20261,1201732772829
3/31/2026995152231238N/A
12/31/2025951141236242N/A
9/30/2025906204208214N/A
6/30/2025863203180185N/A
3/31/2025824197178184N/A
12/31/2024794204181188N/A
9/30/2024762132172183N/A
6/30/2024722125148162N/A
3/31/20246727687102N/A
12/31/202362034660N/A
9/30/2023573-472135N/A
6/30/2023532-78114N/A
3/31/2023503-891129N/A
12/31/2022472-68425N/A
9/30/2022443-50328N/A
6/30/2022414-46-228N/A
3/31/2022386-14738N/A
12/31/20213591335N/A
9/30/20213362-330N/A
6/30/2021324140-132N/A
3/31/2021316157341N/A
12/31/2020310158348N/A
9/30/20203051631561N/A
6/30/2020289311054N/A
3/31/202027135342N/A
12/31/201925636N/A39N/A
9/30/201923935N/A35N/A
6/30/201922135N/A33N/A
3/31/201920519N/A33N/A
12/31/201819020N/A36N/A
9/30/201817820N/A32N/A
6/30/201816518N/A33N/A
3/31/201815413N/A29N/A
12/31/201714410N/A29N/A
9/30/20171346N/A28N/A
6/30/20171241N/A21N/A
3/31/2017115-4N/A16N/A
12/31/2016106-8N/A12N/A
9/30/201698-11N/A2N/A
6/30/201690-15N/A-2N/A
3/31/201682-16N/A-6N/A
12/31/201575-16N/A-7N/A
9/30/201568-16N/A-5N/A
6/30/201561-13N/A-2N/A

アナリストによる今後の成長予測

収入対貯蓄率: APPFの予測収益成長率 (年間19.9% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: APPFの収益 ( 19.9% ) はUS市場 ( 17% ) よりも速いペースで成長すると予測されています。

高成長収益: APPFの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: APPFの収益 ( 15% ) US市場 ( 11.9% ) よりも速いペースで成長すると予測されています。

高い収益成長: APPFの収益 ( 15% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: APPFの 自己資本利益率 は、3年後には高くなると予測されています ( 37.1 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/31 05:03
終値2026/05/29 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

AppFolio, Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13

アナリスト機関
Michael RindosBenchmark Company
Justin AgesBerenberg
Sukshith ShettyCrispIdea