AppFolio Balance Sheet Health
Financial Health criteria checks 6/6
AppFolio has a total shareholder equity of $470.2M and total debt of $0.0, which brings its debt-to-equity ratio to 0%. Its total assets and total liabilities are $580.6M and $110.3M respectively. AppFolio's EBIT is $169.9M making its interest coverage ratio -24.3. It has cash and short-term investments of $151.7M.
Key information
0%
Debt to equity ratio
US$0
Debt
| Interest coverage ratio | -24.3x |
| Cash | US$151.65m |
| Equity | US$470.23m |
| Total liabilities | US$110.33m |
| Total assets | US$580.56m |
Recent financial health updates
No updates
Recent updates
Some May Be Optimistic About AppFolio's (NASDAQ:APPF) Earnings
Apr 30
AppFolio: The Right Business Model To Muscle Past The SaaSpocalypse
Apr 24
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.
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.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.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.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.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.
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.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.Estimating The Intrinsic Value Of AppFolio, Inc. (NASDAQ:APPF)
Jan 04APPF: 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.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.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.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.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.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.Is AppFolio, Inc. (NASDAQ:APPF) Expensive For A Reason? A Look At Its Intrinsic Value
Sep 29We Like AppFolio's (NASDAQ:APPF) Returns And Here's How They're Trending
Sep 05AI-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.We Think That There Are Issues Underlying AppFolio's (NASDAQ:APPF) Earnings
Aug 08Is AppFolio, Inc. (NASDAQ:APPF) Potentially Undervalued?
Jul 20If EPS Growth Is Important To You, AppFolio (NASDAQ:APPF) Presents An Opportunity
Jun 22AppFolio (NASDAQ:APPF) Is Achieving High Returns On Its Capital
May 26What AppFolio, Inc.'s (NASDAQ:APPF) P/E Is Not Telling You
May 13AppFolio: Broken Momentum Amid High Multiples (Rating Downgrade)
Apr 26AppFolio: Tremendous Momentum, But Watch Out For Valuation
Feb 14AppFolio: Strong Growth Ahead, But High Valuation And Fierce Competition Keep Me Cautious
Jan 26AppFolio: Growth Is Slowing Down, And The Uncertainties Mount
Jan 14AppFolio: Capturing Tremendous Economies Of Scale
Oct 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.AppFolio: Buy This Dip, Especially On The Back Of Strong Growth, FCF
Aug 11AppFolio: Addresses The Challenges Property Managers Face
Jul 10AppFolio: Digital Rent Payment Shift To Fuel Top-Line Growth
Apr 27AppFolio: GAAP Profitable And Growing At High 20s% CAGR
Feb 21AppFolio's Financial Resilience: Robust Free Cash Flows And Debt-Free Status
Jan 19Financial Position Analysis
Short Term Liabilities: APPF's short term assets ($254.9M) exceed its short term liabilities ($72.4M).
Long Term Liabilities: APPF's short term assets ($254.9M) exceed its long term liabilities ($38.0M).
Debt to Equity History and Analysis
Debt Level: APPF is debt free.
Reducing Debt: APPF had no debt 5 years ago.
Debt Coverage: APPF has no debt, therefore it does not need to be covered by operating cash flow.
Interest Coverage: APPF has no debt, therefore coverage of interest payments is not a concern.
Balance Sheet
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/04 13:07 |
| End of Day Share Price | 2026/05/01 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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.
Analysis Model and Snowflake
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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 Github.
Analyst Sources
AppFolio, Inc. is covered by 13 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Michael Rindos | Benchmark Company |
| Justin Ages | Berenberg |
| Sukshith Shetty | CrispIdea |