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AppFolio, Inc.NasdaqGM:APPF Stock Report

Market Cap US$6.4b
Share Price
US$177.76
n/a
1Y-17.1%
7D3.2%
Portfolio Value
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AppFolio, Inc.

NasdaqGM:APPF Stock Report

Market Cap: US$6.4b

APPF Community Fair Values

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US$311.83
FV
43.0% undervalued intrinsic discount
18.11%
Revenue growth p.a.
127
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
19users have followed this narrative
US$245
FV
27.4% undervalued intrinsic discount
17.09%
Revenue growth p.a.
14
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative

AppFolio, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for AppFolio
Historical stock prices
Current Share PriceUS$177.76
52 Week HighUS$326.04
52 Week LowUS$161.13
Beta0.74
1 Month Change-6.38%
3 Month Change-21.73%
1 Year Change-17.13%
3 Year Change37.18%
5 Year Change28.18%
Change since IPO1,162.50%

Recent News & Updates

AppFolio: A Great Chance To 'Buy' The Dip As Multiples Compress (Upgrade)

Jan 30

Recent updates

AppFolio: A Great Chance To 'Buy' The Dip As Multiples Compress (Upgrade)

Jan 30

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

Jan 04
Estimating The Intrinsic Value Of AppFolio, Inc. (NASDAQ:APPF)

Is AppFolio, Inc. (NASDAQ:APPF) Expensive For A Reason? A Look At Its Intrinsic Value

Sep 29
Is AppFolio, Inc. (NASDAQ:APPF) Expensive For A Reason? A Look At Its Intrinsic Value

We Like AppFolio's (NASDAQ:APPF) Returns And Here's How They're Trending

Sep 05
We Like AppFolio's (NASDAQ:APPF) Returns And Here's How They're Trending

We Think That There Are Issues Underlying AppFolio's (NASDAQ:APPF) Earnings

Aug 08
We Think That There Are Issues Underlying AppFolio's (NASDAQ:APPF) Earnings

Is AppFolio, Inc. (NASDAQ:APPF) Potentially Undervalued?

Jul 20
Is AppFolio, Inc. (NASDAQ:APPF) Potentially Undervalued?

If EPS Growth Is Important To You, AppFolio (NASDAQ:APPF) Presents An Opportunity

Jun 22
If EPS Growth Is Important To You, AppFolio (NASDAQ:APPF) Presents An Opportunity

AppFolio (NASDAQ:APPF) Is Achieving High Returns On Its Capital

May 26
AppFolio (NASDAQ:APPF) Is Achieving High Returns On Its Capital

What AppFolio, Inc.'s (NASDAQ:APPF) P/E Is Not Telling You

May 13
What AppFolio, Inc.'s (NASDAQ:APPF) P/E Is Not Telling You

AppFolio: Broken Momentum Amid High Multiples (Rating Downgrade)

Apr 26

At US$228, Is AppFolio, Inc. (NASDAQ:APPF) Worth Looking At Closely?

Apr 15
At US$228, Is AppFolio, Inc. (NASDAQ:APPF) Worth Looking At Closely?

Here's Why AppFolio (NASDAQ:APPF) Has Caught The Eye Of Investors

Mar 19
Here's Why AppFolio (NASDAQ:APPF) Has Caught The Eye Of Investors

AppFolio: Tremendous Momentum, But Watch Out For Valuation

Feb 14

AppFolio: Strong Growth Ahead, But High Valuation And Fierce Competition Keep Me Cautious

Jan 26

AppFolio: Growth Is Slowing Down, And The Uncertainties Mount

Jan 14

AppFolio: Capturing Tremendous Economies Of Scale

Oct 27
User avatar

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 11

AppFolio: Addresses The Challenges Property Managers Face

Jul 10

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

Apr 27

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

Feb 21

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

Jan 19

Shareholder Returns

APPFUS SoftwareUS Market
7D3.2%-0.1%-0.6%
1Y-17.1%-10.0%15.5%

Return vs Industry: APPF underperformed the US Software industry which returned -10% over the past year.

Return vs Market: APPF underperformed the US Market which returned 15.5% over the past year.

Price Volatility

Is APPF's price volatile compared to industry and market?
APPF volatility
APPF Average Weekly Movement5.9%
Software Industry Average Movement9.0%
Market Average Movement6.6%
10% most volatile stocks in US Market16.0%
10% least volatile stocks in US Market3.1%

Stable Share Price: APPF has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: APPF's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
20061,702Shane Triggwww.appfolio.com

AppFolio, Inc., together with its subsidiaries, provides cloud-based platform for the real estate industry in the United States. The company provides a cloud-based platform that assist with accounting, reporting, marketing, leasing, maintenance, workflow automation, and communication services. It offers AppFolio Property Manager Core, a platform that provides the accounting functionalities for small property management companies, as well as serves as a system of record; AppFolio Property Manager Plus, which offers affordable housing and student housing, advanced accounting, advanced data analysis, and read-only API access services; and AppFolio Property Manager Max that provides customer relationship management tools and full database access through a read and write application programming interface services.

AppFolio, Inc. Fundamentals Summary

How do AppFolio's earnings and revenue compare to its market cap?
APPF fundamental statistics
Market capUS$6.40b
Earnings (TTM)US$140.92m
Revenue (TTM)US$950.82m
45.4x
P/E Ratio
6.7x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
APPF income statement (TTM)
RevenueUS$950.82m
Cost of RevenueUS$345.34m
Gross ProfitUS$605.48m
Other ExpensesUS$464.56m
EarningsUS$140.92m

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)3.92
Gross Margin63.68%
Net Profit Margin14.82%
Debt/Equity Ratio0%

How did APPF perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/03/01 20:52
End of Day Share Price 2026/02/27 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

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.

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 Github.

Analyst Sources

AppFolio, Inc. is covered by 10 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Justin AgesBerenberg
Clark WrightD.A. Davidson & Co.
Alexei Mihaylovich GogolevJ.P. Morgan