AppFolio, Inc., together with its subsidiaries, provides industry-specific cloud-based business software solutions, services, and data analytics for the real estate industry. More Details
Flawless balance sheet with solid track record.
Share Price & News
How has AppFolio's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: APPF is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 4% a week.
Volatility Over Time: APPF's weekly volatility (4%) has been stable over the past year.
7 Day Return
1 Year Return
Return vs Industry: APPF underperformed the US Software industry which returned 35.5% over the past year.
Return vs Market: APPF underperformed the US Market which returned 34.7% over the past year.
Long-Term Price Volatility Vs. Market
How volatile is AppFolio's share price compared to the market and industry in the last 5 years?
Simply Wall St News
2 weeks ago | Simply Wall StDo AppFolio's (NASDAQ:APPF) Earnings Warrant Your Attention?
4 weeks ago | Simply Wall StAppFolio's (NASDAQ:APPF) Returns On Capital Are Heading Higher
1 month ago | Simply Wall StAre Robust Financials Driving The Recent Rally In AppFolio, Inc.'s (NASDAQ:APPF) Stock?
Is AppFolio undervalued compared to its fair value and its price relative to the market?
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: APPF ($139.9) is trading above our estimate of fair value ($60.68)
Significantly Below Fair Value: APPF is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: APPF is good value based on its PE Ratio (30.6x) compared to the US Software industry average (50.5x).
PE vs Market: APPF is poor value based on its PE Ratio (30.6x) compared to the US market (18x).
Price to Earnings Growth Ratio
PEG Ratio: APPF's earnings are forecast to decline next year, so we can't calculate its PEG ratio.
Price to Book Ratio
PB vs Industry: APPF is overvalued based on its PB Ratio (16.9x) compared to the US Software industry average (6.8x).
How is AppFolio forecast to perform in the next 1 to 3 years based on estimates from 5 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: APPF's earnings are forecast to decline over the next 3 years (-41.6% per year).
Earnings vs Market: APPF's earnings are forecast to decline over the next 3 years (-41.6% per year).
High Growth Earnings: APPF's earnings are forecast to decline over the next 3 years.
Revenue vs Market: APPF's revenue (16.4% per year) is forecast to grow faster than the US market (9.2% per year).
High Growth Revenue: APPF's revenue (16.4% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if APPF's Return on Equity is forecast to be high in 3 years time
How has AppFolio performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: APPF has a high level of non-cash earnings.
Growing Profit Margin: APPF's current net profit margins (49.6%) are higher than last year (12.7%).
Past Earnings Growth Analysis
Earnings Trend: APPF has become profitable over the past 5 years, growing earnings by 74.9% per year.
Accelerating Growth: APPF's earnings growth over the past year (354.3%) exceeds its 5-year average (74.9% per year).
Earnings vs Industry: APPF earnings growth over the past year (354.3%) exceeded the Software industry 34.2%.
Return on Equity
High ROE: APPF's Return on Equity (54.9%) is considered outstanding.
How is AppFolio's financial position?
Financial Position Analysis
Short Term Liabilities: APPF's short term assets ($181.5M) exceed its short term liabilities ($43.0M).
Long Term Liabilities: APPF's short term assets ($181.5M) exceed its long term liabilities ($49.9M).
Debt to Equity History and Analysis
Debt Level: APPF is debt free.
Reducing Debt: APPF had no debt 5 years ago.
Debt Coverage: APPF has no debt, therefore it does not need to be covered by operating cash flow.
Interest Coverage: APPF has no debt, therefore coverage of interest payments is not a concern.
What is AppFolio current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate APPF's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate APPF's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if APPF's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if APPF's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of APPF's dividend in 3 years as they are not forecast to pay a notable one for the US market.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Jason Randall (48 yo)
Mr. Jason Robert Randall has been the Chief Executive Officer, President and Director of AppFolio, Inc. since August 8, 2017. Mr. Randall served as Senior Vice President and AppFolio Property Manager of Ap...
CEO Compensation Analysis
Compensation vs Market: Jason's total compensation ($USD742.23K) is below average for companies of similar size in the US market ($USD6.50M).
Compensation vs Earnings: Jason's compensation has been consistent with company performance over the past year.
Experienced Management: APPF's management team is considered experienced (4 years average tenure).
Experienced Board: APPF's board of directors are considered experienced (6.2 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
AppFolio, Inc.'s company bio, employee growth, exchange listings and data sources
- Name: AppFolio, Inc.
- Ticker: APPF
- Exchange: NasdaqGM
- Founded: 2006
- Industry: Application Software
- Sector: Software
- Market Cap: US$4.827b
- Shares outstanding: 34.50m
- Website: https://www.appfolioinc.com
Number of Employees
- AppFolio, Inc.
- 50 Castilian Drive
- Santa Barbara
- United States
AppFolio, Inc., together with its subsidiaries, provides industry-specific cloud-based business software solutions, services, and data analytics for the real estate industry. The company offers AppFolio Pr...
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2021/08/04 23:09|
|End of Day Share Price||2021/08/04 00:00|
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.