APPF

AppFolio, Inc.

Fundamental data last updated:September 6, 2026

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company profile

SECTOR

Technology

industry

Software - Application

Exchange

NASDAQ

County of HQ

US

Next Earnings Date

Pending Announcement

Business Summary

AppFolio, Inc., together with its subsidiaries, provides cloud business management solutions for the real estate industry. The company offers AppFolio Property Manager, a platform to leverage process automation, easy to use interface, and the optimization of common workflows for property management companies, as well as completes and records critical transactions in the system and give its customers access to the data they need to run their business; AppFolio Property Manager Plus, which offers customizable workflows that allow customers to digitize their existing processes, performance insights, intelligent revenue management, and integrations through selected partners and dedicated strategic account managers; and AppFolio Investment Management, a solution that is designed to enable real estate investment management organizations to manage investor relationships through enhancing transparency and streamlining certain business processes. It also provides value added services that are designed to enhance, automate, and streamline processes and workflows for property management businesses, such as electronic payment, tenant screening, and insurance services. AppFolio, Inc. was incorporated in 2006 and is headquartered in Santa Barbara, California.

 


VALUATION

P/E

37.86

Market Cap ($M USD)

$5.78B

Forward P/E

16.78

PEG

0.13

PRICE TO SALES

5.81

PRICE TO BOOK

12.24

EV / EBITDA

28.91

5-Year Average P/E

Free Cash Flow Yield

4.05%

DCF Value

$237.85

Graham Number

$35.52

Price to FCF

24.72

EV to FCF

24.24

Earnings Yield

2.64%

FCF Yield

4.05%

DIVIDEND

Yield

0.00%

Annual Payout

$0.00

Payout Ratio

0.00%

Consecutive Years of Dividend Growth

5-Year Dividend Growth Rate

Financial Health & Profitability

Earnings Per Share

$4.26

Next Year EPS Growth Estimate

$9.61

Next Year Revenue Growth Estimate

$1.52B

Return on Equity (ROE)

30.90%

FREE CASH FLOW

Operating Margin

17.07%

Debt-to-Equity

0.13

Piotroski F-Score

7

Altman Z-Score

35.26

Return on Invested Capital (ROIC)

33.43%

Current Ratio

3.52

Quick Ratio

3.52

Net Debt to EBITDA

-0.56

Interest Coverage

0.00

Gross Profit margin

63.24%

FCF PER SHARE

$6.55

REVENUE PER SHARE

$27.88

Gainseekers Quantitative Analysis

Summary

AppFolio’s valuation presents a compelling narrative of potential mispricing. The stock traded below its DCF value, suggesting a market underestimation. With a Forward P/E of 17.34 and an impressive Altman Z-score of 36.71, the company demonstrates both growth potential and financial stability. The Earnings Yield, though modest, is offset by a robust Return on Equity of 30.90%, indicating efficient management. Overall, the financial health appears strong, with room for appreciation.

AI Exposure / Tech Reliance

Operating within the Software - Application industry, AppFolio is strategically positioned to leverage AI advancements. Its technology-driven model aligns well with modern shifts, ensuring adaptability and resilience. This positioning enhances its ability to capture emerging opportunities in the tech landscape.

The Bull Case

For the discerning GARP investor, AppFolio offers a tantalizing mix of growth and value. The ROIC of 33.43% underscores exceptional capital efficiency, while a Piotroski F-Score of 7 signals strong financial health. Despite a modest FCF Yield, the company's operating margin of 17.07% and low Debt/Equity ratio highlight its pricing power and operational prowess. These metrics paint a picture of a company poised for sustainable growth.

The Bear Case

Despite its strengths, AppFolio's valuation multiples raise eyebrows. A Price/Book ratio of 12.65 and Price/Sales of 6.00 suggest a premium valuation that could deter value investors. The stock's proximity to its 52-week high indicates potential overextension, while the Earnings Yield remains underwhelming. These factors could pose risks if growth expectations aren't met.

Market Sentiment & Smart Money

Short Interest %

Analyst Consensus

Buy

Average Analyst Price Target

$236.67

Institutional Ownership %

1-Year Beta

0.82

Insider Buying % (6 Mo)

Distance to 52-Week High

102.30%

Distance to 52-Week Low

11.44%

EARNINGS SURPRISE %

11.81%

50-DAY SMA

$159.99

200-DAY SMA

$213.58

⚠️ Financial Disclaimer:
This content is for informational purposes only and is not financial advice. Information may be delayed or inaccurate. We may earn a commission from partner links.