AppFolio, Inc. (APPF)$164.92
Market Cap: 7.72 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for AppFolio, Inc. (APPF).
TECHNOLOGY
SOFTWARE - APPLICATION
DCF ready
Valuation
31.9x
EV/FCF, 3.1% FCF yield
Quality
26.0%
ROIC, 25.1% FCF margin
Growth
25.1%
5Y sales (revenue) CAGR
Balance sheet
0.0x
Debt/equity, 3.3x current ratio
Superinvestors
0
No tracked positions
Strengths to research
- Revenue compounded at 25.1% over five years.
- Free cash flow compounded at 52.2% over five years.
- Return on equity is strong at 26.0%.
- Free cash flow margin is healthy at 25.1%.
Watchouts
- P/E is elevated at 42.5x.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for APPF.
Grade B
71
/ 100
Peer Comparison
Target stock against 8 market-cap comparable peers.
Heat map: red worst to green best
| APPF Target | AppFolio, Inc. | $7.7B | 42.5x | 31.9x | 26.0% | 25.1% | 25.1% | N/A | -0.6x | N/A |
| PEGA | Pegasystems Inc. | $7.9B | 16.1x | 15.7x | 50.0% | 11.4% | 28.1% | 75.9% | -0.8x | N/A |
| ESTC | Elastic NV | $8.7B | -52.7x | 32.6x | -7.2% | 28.2% | 17.7% | 74.4% | N/A | N/A |
| CWAN | Clearwater Analytics Hds A | $6.4B | -173.7x | 43.6x | -1.4% | 29.2% | 22.5% | 67.3% | 9.4x | N/A |
| QXO | Qxo Inc | $6.2B | -26.5x | 37.6x | -2.2% | 178.0% | 2.7% | 23.0% | N/A | N/A |
| PCOR | Procore Technologies Inc. | $9.6B | -69.9x | 32.5x | -8.0% | 27.0% | 21.3% | 79.5% | N/A | N/A |
| PCTY | Paylocity Holding Corp. | $10.4B | 28.1x | 25.2x | 16.3% | 21.9% | 27.5% | 74.5% | -0.6x | N/A |
| TTAN | Servicetitan Inc A | $10.6B | -36.5x | 96.6x | -10.5% | N/A | 11.0% | 70.1% | N/A | N/A |
| LYFT | Lyft Inc. | $5.5B | 2.0x | 4.7x | 65.7% | 21.7% | 19.8% | N/A | N/A | N/A |
Financial Charts
No financial data available for APPF (annual).