(APPF) Appfolio - Overview
Exchange: NASDAQ •
Country: United States •
Currency: USD •
Type: Common Stock •
ISIN: US03783C1009
Stock: Property Management, Accounting, Marketing, Leasing, Communication
Total Rating 40
Risk 63
Buy Signal -0.41
| Risk 5d forecast | |
|---|---|
| Volatility | 40.1% |
| Relative Tail Risk | -14.2% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.20 |
| Alpha | -28.55 |
| Character TTM | |
|---|---|
| Beta | 0.557 |
| Beta Downside | 1.251 |
| Drawdowns 3y | |
|---|---|
| Max DD | 49.16% |
| CAGR/Max DD | 0.33 |
EPS (Earnings per Share)
Revenue
Description: APPF Appfolio March 05, 2026
AppFolio, Inc. (APPF) provides a cloud-based platform for the real estate industry in the United States. Its offerings assist with accounting, reporting, marketing, leasing, maintenance, workflow automation, and communication.
The company offers three core products: AppFolio Property Manager Core, Plus, and Max. These products cater to varying needs, from basic accounting for small property management companies to advanced data analysis and CRM tools for larger clients. The real estate technology sector, or PropTech, focuses on digitizing property management and transactions.
Additionally, APPF provides value-added services including electronic payments, tenant screening, and risk mitigation. These services enhance the core platforms utility for property managers, investors, and residents. Software-as-a-Service (SaaS) business models, like AppFolios, are characterized by recurring revenue streams from subscriptions.
To further understand AppFolios market position and financial health, consider exploring detailed analytics on ValueRay.
Headlines to watch out for
- Property management software subscriptions drive recurring revenue growth
- Value-added services adoption boosts average revenue per user
- Real estate market downturns impact new customer acquisition
- Competitive pressure from established and emerging platforms intensifies
Piotroski VR‑10 (Strict, 0-10) 7.5
| Net Income: 140.9m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.33 > 0.02 and ΔFCF/TA 3.91 > 1.0 |
| NWC/Revenue: 24.75% < 20% (prev 34.26%; Δ -9.52% < -1%) |
| CFO/TA 0.34 > 3% & CFO 242.1m > Net Income 140.9m |
| Net Debt (-35.8m) to EBITDA (180.3m): -0.20 < 3 |
| Current Ratio: 3.20 > 1.5 & < 3 |
| Outstanding Shares: last quarter (36.2m) vs 12m ago -1.58% < -2% |
| Gross Margin: 63.14% > 18% (prev 0.63%; Δ 6252 % > 0.5%) |
| Asset Turnover: 141.0% > 50% (prev 126.7%; Δ 14.24% > 0%) |
| Interest Coverage Ratio: -35.09 > 6 (EBITDA TTM 180.3m / Interest Expense TTM -4.46m) |
Altman Z'' 8.16
| A: 0.33 (Total Current Assets 342.1m - Total Current Liabilities 106.8m) / Total Assets 722.3m |
| B: 0.60 (Retained Earnings 431.0m / Total Assets 722.3m) |
| C: 0.23 (EBIT TTM 156.6m / Avg Total Assets 674.5m) |
| D: 2.40 (Book Value of Equity 431.0m / Total Liabilities 179.7m) |
| Altman-Z'' Score: 8.16 = AAA |
Beneish M -1.94
| DSRI: 2.20 (Receivables 64.0m/24.3m, Revenue 950.8m/794.2m) |
| GMI: 0.99 (GM 63.14% / 62.57%) |
| AQI: 1.19 (AQ_t 0.47 / AQ_t-1 0.40) |
| SGI: 1.20 (Revenue 950.8m / 794.2m) |
| TATA: -0.14 (NI 140.9m - CFO 242.1m) / TA 722.3m) |
| Beneish M-Score: -1.94 (Cap -4..+1) = B |
What is the price of APPF shares?
As of March 11, 2026, the stock is trading at USD 185.16 with a total of 304,963 shares traded.
Over the past week, the price has changed by -1.72%, over one month by -1.67%, over three months by -20.00% and over the past year by -14.12%.
Over the past week, the price has changed by -1.72%, over one month by -1.67%, over three months by -20.00% and over the past year by -14.12%.
Is APPF a buy, sell or hold?
Appfolio has received a consensus analysts rating of 3.88.
Therefore, it is recommended to buy APPF.
- StrongBuy: 3
- Buy: 2
- Hold: 2
- Sell: 1
- StrongSell: 0
What are the forecasts/targets for the APPF price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 270.8 | 46.3% |
| Analysts Target Price | 270.8 | 46.3% |
APPF Fundamental Data Overview March 07, 2026
P/E Trailing = 49.0698
P/S = 7.188
P/B = 12.4875
P/EG = 5.3
Revenue TTM = 950.8m USD
EBIT TTM = 156.6m USD
EBITDA TTM = 180.3m USD
Long Term Debt = 38.2m USD (from capitalLeaseObligations, last quarter)
Short Term Debt = 4.87m USD (from shortTermDebt, last quarter)
Debt = 71.4m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -35.8m USD (from netDebt column, last quarter)
Enterprise Value = 6.65b USD (6.83b + Debt 71.4m - CCE 251.5m)
Interest Coverage Ratio = -35.09 (Ebit TTM 156.6m / Interest Expense TTM -4.46m)
EV/FCF = 27.96x (Enterprise Value 6.65b / FCF TTM 238.0m)
FCF Yield = 3.58% (FCF TTM 238.0m / Enterprise Value 6.65b)
FCF Margin = 25.03% (FCF TTM 238.0m / Revenue TTM 950.8m)
Net Margin = 14.82% (Net Income TTM 140.9m / Revenue TTM 950.8m)
Gross Margin = 63.14% ((Revenue TTM 950.8m - Cost of Revenue TTM 350.5m) / Revenue TTM)
Gross Margin QoQ = 61.46% (prev 63.31%)
Tobins Q-Ratio = 9.21 (Enterprise Value 6.65b / Total Assets 722.3m)
Interest Expense / Debt = 2.07% (Interest Expense 1.48m / Debt 71.4m)
Taxrate = 12.51% (5.71m / 45.6m)
NOPAT = 137.1m (EBIT 156.6m * (1 - 12.51%))
Current Ratio = 3.20 (Total Current Assets 342.1m / Total Current Liabilities 106.8m)
Debt / Equity = 0.13 (Debt 71.4m / totalStockholderEquity, last quarter 542.6m)
Debt / EBITDA = -0.20 (Net Debt -35.8m / EBITDA 180.3m)
Debt / FCF = -0.15 (Net Debt -35.8m / FCF TTM 238.0m)
Total Stockholder Equity = 489.8m (last 4 quarters mean from totalStockholderEquity)
RoA = 20.89% (Net Income 140.9m / Total Assets 722.3m)
RoE = 28.77% (Net Income TTM 140.9m / Total Stockholder Equity 489.8m)
RoCE = 29.67% (EBIT 156.6m / Capital Employed (Equity 489.8m + L.T.Debt 38.2m))
RoIC = 27.98% (NOPAT 137.1m / Invested Capital 489.8m)
WACC = 7.91% (E(6.83b)/V(6.91b) * Re(7.97%) + D(71.4m)/V(6.91b) * Rd(2.07%) * (1-Tc(0.13)))
Discount Rate = 7.97% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -33.33 | Cagr: -0.54%
[DCF] Terminal Value 81.56% ; FCFF base≈215.6m ; Y1≈266.0m ; Y5≈453.0m
[DCF] Fair Price = 322.1 (EV 7.80b - Net Debt -35.8m = Equity 7.84b / Shares 24.3m; r=7.91% [WACC]; 5y FCF grow 25.0% → 2.90% )
EPS Correlation: 93.28 | EPS CAGR: 115.4% | SUE: 1.12 | # QB: 1
Revenue Correlation: 98.74 | Revenue CAGR: 25.69% | SUE: 0.45 | # QB: 0
EPS next Quarter (2026-06-30): EPS=1.65 | Chg7d=+0.007 | Chg30d=+0.017 | Revisions Net=+3 | Analysts=7
EPS current Year (2026-12-31): EPS=6.56 | Chg7d=+0.119 | Chg30d=+0.154 | Revisions Net=+4 | Growth EPS=+24.0% | Growth Revenue=+17.3%
EPS next Year (2027-12-31): EPS=7.96 | Chg7d=-0.091 | Chg30d=-0.091 | Revisions Net=+2 | Growth EPS=+21.3% | Growth Revenue=+16.6%
[Analyst] Revisions Ratio: +0.60 (4 Up / 1 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 5.9% (Discount Rate 8.0% - Earnings Yield 2.0%)
[Growth] Growth Spread = +11.8% (Analyst 17.8% - Implied 5.9%)
P/S = 7.188
P/B = 12.4875
P/EG = 5.3
Revenue TTM = 950.8m USD
EBIT TTM = 156.6m USD
EBITDA TTM = 180.3m USD
Long Term Debt = 38.2m USD (from capitalLeaseObligations, last quarter)
Short Term Debt = 4.87m USD (from shortTermDebt, last quarter)
Debt = 71.4m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -35.8m USD (from netDebt column, last quarter)
Enterprise Value = 6.65b USD (6.83b + Debt 71.4m - CCE 251.5m)
Interest Coverage Ratio = -35.09 (Ebit TTM 156.6m / Interest Expense TTM -4.46m)
EV/FCF = 27.96x (Enterprise Value 6.65b / FCF TTM 238.0m)
FCF Yield = 3.58% (FCF TTM 238.0m / Enterprise Value 6.65b)
FCF Margin = 25.03% (FCF TTM 238.0m / Revenue TTM 950.8m)
Net Margin = 14.82% (Net Income TTM 140.9m / Revenue TTM 950.8m)
Gross Margin = 63.14% ((Revenue TTM 950.8m - Cost of Revenue TTM 350.5m) / Revenue TTM)
Gross Margin QoQ = 61.46% (prev 63.31%)
Tobins Q-Ratio = 9.21 (Enterprise Value 6.65b / Total Assets 722.3m)
Interest Expense / Debt = 2.07% (Interest Expense 1.48m / Debt 71.4m)
Taxrate = 12.51% (5.71m / 45.6m)
NOPAT = 137.1m (EBIT 156.6m * (1 - 12.51%))
Current Ratio = 3.20 (Total Current Assets 342.1m / Total Current Liabilities 106.8m)
Debt / Equity = 0.13 (Debt 71.4m / totalStockholderEquity, last quarter 542.6m)
Debt / EBITDA = -0.20 (Net Debt -35.8m / EBITDA 180.3m)
Debt / FCF = -0.15 (Net Debt -35.8m / FCF TTM 238.0m)
Total Stockholder Equity = 489.8m (last 4 quarters mean from totalStockholderEquity)
RoA = 20.89% (Net Income 140.9m / Total Assets 722.3m)
RoE = 28.77% (Net Income TTM 140.9m / Total Stockholder Equity 489.8m)
RoCE = 29.67% (EBIT 156.6m / Capital Employed (Equity 489.8m + L.T.Debt 38.2m))
RoIC = 27.98% (NOPAT 137.1m / Invested Capital 489.8m)
WACC = 7.91% (E(6.83b)/V(6.91b) * Re(7.97%) + D(71.4m)/V(6.91b) * Rd(2.07%) * (1-Tc(0.13)))
Discount Rate = 7.97% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -33.33 | Cagr: -0.54%
[DCF] Terminal Value 81.56% ; FCFF base≈215.6m ; Y1≈266.0m ; Y5≈453.0m
[DCF] Fair Price = 322.1 (EV 7.80b - Net Debt -35.8m = Equity 7.84b / Shares 24.3m; r=7.91% [WACC]; 5y FCF grow 25.0% → 2.90% )
EPS Correlation: 93.28 | EPS CAGR: 115.4% | SUE: 1.12 | # QB: 1
Revenue Correlation: 98.74 | Revenue CAGR: 25.69% | SUE: 0.45 | # QB: 0
EPS next Quarter (2026-06-30): EPS=1.65 | Chg7d=+0.007 | Chg30d=+0.017 | Revisions Net=+3 | Analysts=7
EPS current Year (2026-12-31): EPS=6.56 | Chg7d=+0.119 | Chg30d=+0.154 | Revisions Net=+4 | Growth EPS=+24.0% | Growth Revenue=+17.3%
EPS next Year (2027-12-31): EPS=7.96 | Chg7d=-0.091 | Chg30d=-0.091 | Revisions Net=+2 | Growth EPS=+21.3% | Growth Revenue=+16.6%
[Analyst] Revisions Ratio: +0.60 (4 Up / 1 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 5.9% (Discount Rate 8.0% - Earnings Yield 2.0%)
[Growth] Growth Spread = +11.8% (Analyst 17.8% - Implied 5.9%)