(APPF) Appfolio - Ratings and Ratios

Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock • ISIN: US03783C1009

Property, Investment, AI, Payment, Screening

APPF EPS (Earnings per Share)

EPS (Earnings per Share) of APPF over the last years for every Quarter: "2020-09-30": 3.86, "2020-12-31": -0.01, "2021-03-31": 0.01, "2021-06-30": 0.06, "2021-09-30": -0.0041, "2021-12-31": -0.04, "2022-03-31": -0.12, "2022-06-30": 0.03, "2022-09-30": 0.11, "2022-12-31": -0.05, "2023-03-31": -0.01, "2023-06-30": 0.23, "2023-09-30": 0.6, "2023-12-31": 0.88, "2024-03-31": 1.06, "2024-06-30": 1.12, "2024-09-30": 1.29, "2024-12-31": 0.92, "2025-03-31": 1.21, "2025-06-30": 1.39,

APPF Revenue

Revenue of APPF over the last years for every Quarter: 2020-09-30: 84.086, 2020-12-31: 72.432, 2021-03-31: 78.921, 2021-06-30: 89.04, 2021-09-30: 95.809, 2021-12-31: 95.6, 2022-03-31: 105.296, 2022-06-30: 117.45, 2022-09-30: 125.079, 2022-12-31: 124.058, 2023-03-31: 136.1, 2023-06-30: 147.075, 2023-09-30: 165.44, 2023-12-31: 171.83, 2024-03-31: 187.43, 2024-06-30: 197.375, 2024-09-30: 205.733, 2024-12-31: 203.664, 2025-03-31: 217.702, 2025-06-30: 235.575,

Description: APPF Appfolio

AppFolio, Inc. operates as a cloud-based platform provider for the US real estate industry, offering a suite of tools to manage leasing, maintenance, accounting, and other critical tasks. The companys platform incorporates generative AI to automate workflows and enhance customer support.

The companys product offerings include AppFolio Property Manager Core, Plus, and Max, which provide a range of functionalities, from basic property management to advanced data analysis, customer relationship management, and customization capabilities. Additionally, AppFolio Investment Manager offers investment management, asset management, and relationship management solutions.

To further enhance its offerings, AppFolio provides value-added services, such as electronic payment, tenant screening, and risk mitigation services, designed to streamline business-critical processes and workflows for property management businesses. With a strong presence in the US real estate industry, AppFolio has demonstrated significant growth and profitability, as reflected in its Return on Equity (RoE) of 44.58%.

From a performance perspective, APPFs stock has shown a strong upward trend, with a Market Capitalization of $9.041 billion. Key Performance Indicators (KPIs) such as Revenue Growth Rate, Customer Acquisition Cost, and Customer Retention Rate are crucial in evaluating the companys success. Assuming a steady revenue growth rate, the companys high P/E ratio of 46.73 may be justified by its strong growth prospects and dominant position in the cloud-based property management software market.

To further analyze APPFs investment potential, it is essential to examine its financial statements, focusing on metrics such as Revenue Per User (RPU), Gross Margin, and Operating Cash Flow. A comprehensive analysis of these KPIs will help determine whether APPFs stock is overvalued or undervalued, providing a more informed investment decision.

APPF Stock Overview

Market Cap in USD 10,211m
Sub-Industry Application Software
IPO / Inception 2015-06-26

APPF Stock Ratings

Growth Rating 69.1%
Fundamental 89.6%
Dividend Rating -
Return 12m vs S&P 500 1.88%
Analyst Rating 3.88 of 5

APPF Dividends

Currently no dividends paid

APPF Growth Ratios

Growth Correlation 3m 83.8%
Growth Correlation 12m 28.9%
Growth Correlation 5y 69.7%
CAGR 5y 40.90%
CAGR/Max DD 3y 1.42
CAGR/Mean DD 3y 4.98
Sharpe Ratio 12m 0.16
Alpha 0.03
Beta 0.800
Volatility 39.63%
Current Volume 198.5k
Average Volume 20d 235.2k
Stop Loss 268.4 (-3%)
Signal 0.38

Piotroski VR‑10 (Strict, 0-10) 6.5

Net Income (203.1m TTM) > 0 and > 6% of Revenue (6% = 51.8m TTM)
FCFTA 0.32 (>2.0%) and ΔFCFTA 0.73pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)
NWC/Revenue 15.02% (prev 39.53%; Δ -24.51pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)
CFO/TA 0.33 (>3.0%) and CFO 185.4m <= Net Income 203.1m (YES >=105%, WARN >=100%)
Net Debt (-33.8m) to EBITDA (166.9m) ratio: -0.20 <= 3.0 (WARN <= 3.5)
Current Ratio 2.92 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)
Outstanding Shares last Quarter (36.2m) change vs 12m ago -1.46% (target <= -2.0% for YES)
Gross Margin 63.31% (prev 62.86%; Δ 0.45pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)
Asset Turnover 164.8% (prev 150.6%; Δ 14.19pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)
error: Interest Coverage Ratio cannot be calculated (needs EBITDA TTM and Interest Expense TTM)

Altman Z'' 8.76

(A) 0.23 = (Total Current Assets 197.1m - Total Current Liabilities 67.6m) / Total Assets 567.4m
(B) 0.63 = Retained Earnings (Balance) 357.4m / Total Assets 567.4m
(C) 0.28 = EBIT TTM 144.0m / Avg Total Assets 523.4m
(D) 3.20 = Book Value of Equity 357.3m / Total Liabilities 111.8m
Total Rating: 8.76 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 89.59

1. Piotroski 6.50pt = 1.50
2. FCF Yield 1.80% = 0.90
3. FCF Margin 21.19% = 5.30
4. Debt/Equity 0.11 = 2.49
5. Debt/Ebitda 0.29 = 2.43
6. ROIC - WACC (= 38.90)% = 12.50
7. RoE 43.92% = 2.50
8. Rev. Trend 98.42% = 7.38
9. EPS Trend 91.56% = 4.58

What is the price of APPF shares?

As of September 18, 2025, the stock is trading at USD 276.75 with a total of 198,508 shares traded.
Over the past week, the price has changed by +0.01%, over one month by +2.84%, over three months by +25.44% and over the past year by +20.75%.

Is Appfolio a good stock to buy?

Yes, based on ValueRay´s Fundamental Analyses, Appfolio (NASDAQ:APPF) is currently (September 2025) a good stock to buy. It has a ValueRay Fundamental Rating of 89.59 and therefor a positive outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of APPF is around 306.26 USD . This means that APPF is currently undervalued and has a potential upside of +10.66% (Margin of Safety).

Is APPF a buy, sell or hold?

Appfolio has received a consensus analysts rating of 3.88. Therefore, it is recommended to buy APPF.
  • Strong Buy: 3
  • Buy: 2
  • Hold: 2
  • Sell: 1
  • Strong Sell: 0

What are the forecasts/targets for the APPF price?

Issuer Target Up/Down from current
Wallstreet Target Price 341.5 23.4%
Analysts Target Price 341.5 23.4%
ValueRay Target Price 342.9 23.9%

Last update: 2025-09-09 04:31

APPF Fundamental Data Overview

Market Cap USD = 10.21b (10.21b USD * 1.0 USD.USD)
CCE Cash And Equivalents = 127.6m USD (Cash And Short Term Investments, last quarter)
P/E Trailing = 51.3171
P/S = 11.8368
P/B = 22.4106
P/EG = 5.3
Beta = 0.892
Revenue TTM = 862.7m USD
EBIT TTM = 144.0m USD
EBITDA TTM = 166.9m USD
Long Term Debt = 44.2m USD (from nonCurrentLiabilitiesTotal, last quarter)
Short Term Debt = 4.47m USD (from shortTermDebt, last quarter)
Debt = 48.6m USD (Calculated: Short Term 4.47m + Long Term 44.2m)
Net Debt = -33.8m USD (from netDebt column, last quarter)
Enterprise Value = 10.13b USD (10.21b + Debt 48.6m - CCE 127.6m)
Interest Coverage Ratio = unknown (Ebit TTM 144.0m / Interest Expense TTM 0.0)
FCF Yield = 1.80% (FCF TTM 182.8m / Enterprise Value 10.13b)
FCF Margin = 21.19% (FCF TTM 182.8m / Revenue TTM 862.7m)
Net Margin = 23.54% (Net Income TTM 203.1m / Revenue TTM 862.7m)
Gross Margin = 63.31% ((Revenue TTM 862.7m - Cost of Revenue TTM 316.5m) / Revenue TTM)
Tobins Q-Ratio = 28.35 (Enterprise Value 10.13b / Book Value Of Equity 357.3m)
Interest Expense / Debt = 3.04% (Interest Expense 1.48m / Debt 48.6m)
Taxrate = -35.75% (set to none) (-53.7m / 150.3m)
NOPAT = unknown (EBIT/Op.Income or Taxrate missing)
Current Ratio = 2.92 (Total Current Assets 197.1m / Total Current Liabilities 67.6m)
Debt / Equity = 0.11 (Debt 48.6m / last Quarter total Stockholder Equity 455.6m)
Debt / EBITDA = 0.29 (Net Debt -33.8m / EBITDA 166.9m)
Debt / FCF = 0.27 (Debt 48.6m / FCF TTM 182.8m)
Total Stockholder Equity = 462.5m (last 4 quarters mean)
RoA = 35.80% (Net Income 203.1m, Total Assets 567.4m )
RoE = 43.92% (Net Income TTM 203.1m / Total Stockholder Equity 462.5m)
RoCE = 28.43% (Ebit 144.0m / (Equity 462.5m + L.T.Debt 44.2m))
RoIC = 38.90% (Ebit 144.0m / (Assets 567.4m - Current Assets 197.1m))
WACC = unknown (E(10.21b)/V(10.26b) * Re(8.96%)) + (D(48.6m)/V(10.26b) * Rd(3.04%) * (1-Tc(none)))
Shares Correlation 3-Years: 66.67 | Cagr: 0.30%
Discount Rate = 8.96% (= CAPM, Blume Beta Adj.)
[DCF Debug] Terminal Value 78.52% ; FCFE base≈170.0m ; Y1≈209.8m ; Y5≈357.9m
Fair Price DCF = 224.2 (DCF Value 5.13b / Shares Outstanding 22.9m; 5y FCF grow 25.0% → 3.0% )
EPS Correlation: 91.56 | EPS CAGR: 151.5% | SUE: 1.13 | # QB: 1
Revenue Correlation: 98.42 | Revenue CAGR: 25.89% | SUE: 0.99 | # QB: 1

Additional Sources for APPF Stock

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