APPFOLIO INC - A (APPF) Fundamental Analysis & Valuation

NASDAQ:APPF • US03783C1009

Current stock price

169.75 USD
+0.46 (+0.27%)
At close:
169.38 USD
-0.37 (-0.22%)
Pre-Market:

This APPF fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

8

1. APPF Profitability Analysis

1.1 Basic Checks

  • APPF had positive earnings in the past year.
  • In the past year APPF had a positive cash flow from operations.
  • Of the past 5 years APPF 4 years were profitable.
  • In the past 5 years APPF always reported a positive cash flow from operatings.
APPF Yearly Net Income VS EBIT VS OCF VS FCFAPPF Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 100M 200M

1.2 Ratios

  • Looking at the Return On Assets, with a value of 26.18%, APPF belongs to the top of the industry, outperforming 97.43% of the companies in the same industry.
  • Looking at the Return On Equity, with a value of 32.32%, APPF belongs to the top of the industry, outperforming 91.54% of the companies in the same industry.
  • The Return On Invested Capital of APPF (29.24%) is better than 97.06% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for APPF is above the industry average of 11.04%.
  • The last Return On Invested Capital (29.24%) for APPF is above the 3 year average (15.13%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 26.18%
ROE 32.32%
ROIC 29.24%
ROA(3y)17.89%
ROA(5y)7.21%
ROE(3y)22.06%
ROE(5y)8.17%
ROIC(3y)15.13%
ROIC(5y)N/A
APPF Yearly ROA, ROE, ROICAPPF Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 -20 40

1.3 Margins

  • APPF has a Profit Margin of 15.27%. This is amongst the best in the industry. APPF outperforms 81.25% of its industry peers.
  • In the last couple of years the Profit Margin of APPF has declined.
  • The Operating Margin of APPF (17.07%) is better than 84.93% of its industry peers.
  • APPF's Operating Margin has improved in the last couple of years.
  • APPF has a Gross Margin (63.75%) which is in line with its industry peers.
  • APPF's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 17.07%
PM (TTM) 15.27%
GM 63.75%
OM growth 3YN/A
OM growth 5Y38.46%
PM growth 3YN/A
PM growth 5Y-21.92%
GM growth 3Y2.37%
GM growth 5Y0.67%
APPF Yearly Profit, Operating, Gross MarginsAPPF Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 40 60

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9

2. APPF Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is well above the Cost of Capital (WACC), so APPF is creating value.
  • The number of shares outstanding for APPF has been reduced compared to 1 year ago.
  • The number of shares outstanding for APPF has been increased compared to 5 years ago.
  • There is no outstanding debt for APPF. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
APPF Yearly Shares OutstandingAPPF Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10M 20M 30M
APPF Yearly Total Debt VS Total AssetsAPPF Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M

2.2 Solvency

  • APPF has an Altman-Z score of 37.42. This indicates that APPF is financially healthy and has little risk of bankruptcy at the moment.
  • The Altman-Z score of APPF (37.42) is better than 97.06% of its industry peers.
  • There is no outstanding debt for APPF. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Altman-Z 37.42
ROIC/WACC2.7
WACC10.83%
APPF Yearly LT Debt VS Equity VS FCFAPPF Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 100M 200M 300M 400M 500M

2.3 Liquidity

  • APPF has a Current Ratio of 3.52. This indicates that APPF is financially healthy and has no problem in meeting its short term obligations.
  • APPF has a better Current ratio (3.52) than 76.84% of its industry peers.
  • APPF has a Quick Ratio of 3.52. This indicates that APPF is financially healthy and has no problem in meeting its short term obligations.
  • The Quick ratio of APPF (3.52) is better than 77.21% of its industry peers.
Industry RankSector Rank
Current Ratio 3.52
Quick Ratio 3.52
APPF Yearly Current Assets VS Current LiabilitesAPPF Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

8

3. APPF Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an impressive 25.33% over the past year.
  • Measured over the past 5 years, APPF shows a small growth in Earnings Per Share. The EPS has been growing by 3.52% on average per year.
  • Looking at the last year, APPF shows a very strong growth in Revenue. The Revenue has grown by 20.72%.
  • Measured over the past years, APPF shows a very strong growth in Revenue. The Revenue has been growing by 25.12% on average per year.
EPS 1Y (TTM)25.33%
EPS 3YN/A
EPS 5Y3.52%
EPS Q2Q%33.06%
Revenue 1Y (TTM)20.72%
Revenue growth 3Y26.3%
Revenue growth 5Y25.12%
Sales Q2Q%20.45%

3.2 Future

  • The Earnings Per Share is expected to grow by 21.75% on average over the next years. This is a very strong growth
  • The Revenue is expected to grow by 16.86% on average over the next years. This is quite good.
EPS Next Y26.45%
EPS Next 2Y23.86%
EPS Next 3Y21.75%
EPS Next 5YN/A
Revenue Next Year17.55%
Revenue Next 2Y17.12%
Revenue Next 3Y16.86%
Revenue Next 5YN/A

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
  • Although the future Revenue growth is still strong, it is not able to hold up the even more excellent growth rate of the past years.
APPF Yearly Revenue VS EstimatesAPPF Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 500M 1B 1.5B
APPF Yearly EPS VS EstimatesAPPF Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 0 2 4 6 8

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Find the best growth stocksShow best growing peers

5

4. APPF Valuation Analysis

4.1 Price/Earnings Ratio

  • APPF is valuated quite expensively with a Price/Earnings ratio of 29.83.
  • Compared to the rest of the industry, the Price/Earnings ratio of APPF is on the same level as its industry peers.
  • The average S&P500 Price/Earnings ratio is at 27.15. APPF is around the same levels.
  • With a Price/Forward Earnings ratio of 20.92, APPF is valued on the expensive side.
  • APPF's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. APPF is cheaper than 62.87% of the companies in the same industry.
  • When comparing the Price/Forward Earnings ratio of APPF to the average of the S&P500 Index (22.12), we can say APPF is valued inline with the index average.
Industry RankSector Rank
PE 29.83
Fwd PE 20.92
APPF Price Earnings VS Forward Price EarningsAPPF Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • APPF's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. APPF is cheaper than 63.97% of the companies in the same industry.
  • APPF's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. APPF is cheaper than 63.97% of the companies in the same industry.
Industry RankSector Rank
P/FCF 26.48
EV/EBITDA 31.12
APPF Per share dataAPPF EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 5 10 15 20 25

4.3 Compensation for Growth

  • APPF's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • APPF has an outstanding profitability rating, which may justify a higher PE ratio.
  • A more expensive valuation may be justified as APPF's earnings are expected to grow with 21.75% in the coming years.
PEG (NY)1.13
PEG (5Y)8.48
EPS Next 2Y23.86%
EPS Next 3Y21.75%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

0

5. APPF Dividend Analysis

5.1 Amount

  • APPF does not give a dividend.
Industry RankSector Rank
Dividend Yield 0%

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Find the best dividend stocksShow peers with best dividend

APPF Fundamentals: All Metrics, Ratios and Statistics

APPFOLIO INC - A

NASDAQ:APPF (4/27/2026, 8:00:01 PM)

Premarket: 169.38 -0.37 (-0.22%)

169.75

+0.46 (+0.27%)

Chartmill FA Rating
GICS IndustryGroupSoftware & Services
GICS IndustrySoftware
Earnings (Last)04-23
Earnings (Next)07-29
Inst Owners87.32%
Inst Owner Change-0.34%
Ins Owners2.42%
Ins Owner Change3.34%
Market Cap6.11B
Revenue(TTM)995.33M
Net Income(TTM)151.96M
Analysts82.67
Price Target237.3 (39.79%)
Short Float %10.04%
Short Ratio6.07
Dividend
Industry RankSector Rank
Dividend Yield 0%
Yearly DividendN/A
Dividend Growth(5Y)N/A
DPN/A
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)7.85%
Min EPS beat(2)7.03%
Max EPS beat(2)8.67%
EPS beat(4)3
Avg EPS beat(4)2.4%
Min EPS beat(4)-11.52%
Max EPS beat(4)8.67%
EPS beat(8)5
Avg EPS beat(8)4.93%
EPS beat(12)9
Avg EPS beat(12)17.38%
EPS beat(16)13
Avg EPS beat(16)42.53%
Revenue beat(2)0
Avg Revenue beat(2)-0.85%
Min Revenue beat(2)-1.31%
Max Revenue beat(2)-0.39%
Revenue beat(4)0
Avg Revenue beat(4)-0.56%
Min Revenue beat(4)-1.31%
Max Revenue beat(4)-0.15%
Revenue beat(8)2
Avg Revenue beat(8)-0.34%
Revenue beat(12)6
Avg Revenue beat(12)0.59%
Revenue beat(16)9
Avg Revenue beat(16)0.88%
PT rev (1m)-2.39%
PT rev (3m)-15.68%
EPS NQ rev (1m)0%
EPS NQ rev (3m)2.66%
EPS NY rev (1m)0%
EPS NY rev (3m)2.39%
Revenue NQ rev (1m)-0.02%
Revenue NQ rev (3m)-0.51%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-0.87%
Valuation
Industry RankSector Rank
PE 29.83
Fwd PE 20.92
P/S 6.14
P/FCF 26.48
P/OCF 25.68
P/B 12.99
P/tB 18.73
EV/EBITDA 31.12
EPS(TTM)5.69
EY3.35%
EPS(NY)8.12
Fwd EY4.78%
FCF(TTM)6.41
FCFY3.78%
OCF(TTM)6.61
OCFY3.89%
SpS27.66
BVpS13.07
TBVpS9.06
PEG (NY)1.13
PEG (5Y)8.48
Graham Number40.8988 (-75.91%)
Profitability
Industry RankSector Rank
ROA 26.18%
ROE 32.32%
ROCE 33.43%
ROIC 29.24%
ROICexc 41.68%
ROICexgc 69.94%
OM 17.07%
PM (TTM) 15.27%
GM 63.75%
FCFM 23.18%
ROA(3y)17.89%
ROA(5y)7.21%
ROE(3y)22.06%
ROE(5y)8.17%
ROIC(3y)15.13%
ROIC(5y)N/A
ROICexc(3y)28.55%
ROICexc(5y)N/A
ROICexgc(3y)59.25%
ROICexgc(5y)N/A
ROCE(3y)17.3%
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5Y39.85%
ROICexc growth 3YN/A
ROICexc growth 5Y51.83%
OM growth 3YN/A
OM growth 5Y38.46%
PM growth 3YN/A
PM growth 5Y-21.92%
GM growth 3Y2.37%
GM growth 5Y0.67%
F-Score6
Asset Turnover1.71
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Debt/EBITDA 0
Cap/Depr 33.92%
Cap/Sales 0.73%
Interest Coverage 250
Cash Conversion 124.38%
Profit Quality 151.79%
Current Ratio 3.52
Quick Ratio 3.52
Altman-Z 37.42
F-Score6
WACC10.83%
ROIC/WACC2.7
Cap/Depr(3y)40.61%
Cap/Depr(5y)60.69%
Cap/Sales(3y)1.28%
Cap/Sales(5y)3.49%
Profit Quality(3y)657.89%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)25.33%
EPS 3YN/A
EPS 5Y3.52%
EPS Q2Q%33.06%
EPS Next Y26.45%
EPS Next 2Y23.86%
EPS Next 3Y21.75%
EPS Next 5YN/A
Revenue 1Y (TTM)20.72%
Revenue growth 3Y26.3%
Revenue growth 5Y25.12%
Sales Q2Q%20.45%
Revenue Next Year17.55%
Revenue Next 2Y17.12%
Revenue Next 3Y16.86%
Revenue Next 5YN/A
EBIT growth 1Y25.53%
EBIT growth 3YN/A
EBIT growth 5Y73.24%
EBIT Next Year36.55%
EBIT Next 3Y19.21%
EBIT Next 5YN/A
FCF growth 1Y164.49%
FCF growth 3Y284.59%
FCF growth 5Y135.96%
OCF growth 1Y134.04%
OCF growth 3Y112.11%
OCF growth 5Y38.04%

APPFOLIO INC - A / APPF Fundamental Analysis FAQ

What is the fundamental rating for APPF stock?

ChartMill assigns a fundamental rating of 7 / 10 to APPF.


What is the valuation status of APPFOLIO INC - A (APPF) stock?

ChartMill assigns a valuation rating of 5 / 10 to APPFOLIO INC - A (APPF). This can be considered as Fairly Valued.


Can you provide the profitability details for APPFOLIO INC - A?

APPFOLIO INC - A (APPF) has a profitability rating of 8 / 10.


What is the earnings growth outlook for APPFOLIO INC - A?

The Earnings per Share (EPS) of APPFOLIO INC - A (APPF) is expected to grow by 26.45% in the next year.