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APPF
$155.85+$0.21 (+0.13%)live
Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$5.5B
35M shares
52-week range
$142.56 – $326.04
7% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NASDAQ
CS
Borrow rate
0.40%
Easy to borrow
Price (6 mo)
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Change+$14.65
Valuation
Financials
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Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $190.1M | $256.0M | $310.1M | $359.4M | $471.9M | $620.4M | $794.2M | $950.8M |
| Cost of revenue | $73.5M | $101.6M | $119.0M | $143.9M | $191.8M | $238.1M | $301.6M | $368.0M |
| Gross profit | $116.5M | $154.4M | $191.0M | $215.4M | $280.1M | $382.4M | $492.6M | $582.8M |
| Gross margin | 61.3% | 60.3% | 61.6% | 59.9% | 59.3% | 61.6% | 62.0% | 61.3% |
| R&D | $24.1M | $39.5M | $48.5M | $66.0M | $111.1M | $151.4M | $160.4M | $190.4M |
| Operating income | $19.7M | $6.5M | $9.8M | −$11.9M | −$72.4M | $963.0K | $135.6M | $152.9M |
| EBITDA | $34.2M | $33.0M | $229.2M | $35.8M | −$30.4M | $36.6M | $169.9M | $183.8M |
| Net income | $20.0M | $36.3M | $158.4M | $1.0M | −$68.1M | $2.7M | $204.1M | $140.9M |
| Net margin | 10.5% | 14.2% | 51.1% | 0.3% | -14.4% | 0.4% | 25.7% | 14.8% |
| EPS (diluted) | 0.56 | 1.02 | 4.44 | 0.03 | -1.95 | 0.07 | 5.55 | 3.88 |
Annual figures · source: Financial Modeling Prep
Analyst estimates (consensus)
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $1.1B | $6.81 | $6.57–$7.03 | 6 |
| 2027 | $1.3B | $8.23 | $7.71–$8.80 | 6 |
| 2028 | $1.5B | $10.13 | $9.92–$10.35 | 2 |
Forward consensus · source: Financial Modeling Prep
DCF fair valuemodel estimate
Intrinsic value
$232.11
Price
$155.84
Implied upside
+49%
Peer comparison
AppFolio, Inc. Class A
AppFolio Inc provides cloud-based software solutions for the real estate industry. Its property management software offers property managers an end-to-end solution to their business needs. The group's products include cloud-based property management software (Appfolio Property Manager). Its solutions are AppFolio Property Manager Core, AppFolio Property Manager Plus, and AppFolio Property Manager Max. It also offers value-added services, such as screening, risk mitigation, and electronic payment services. Its markets are Single-Family, Multifamily, Student Housing, Affordable Housing, Community Associations, Commercial, and Investment Management. The business activity of the firm predominantly functions in the United States and it generates revenue in the form of subscription fees.
www.appfolioinc.com- Employees
- 1,702
- IPO / List date
- Jun 26, 2015
- HQ
- SANTA BARBARA, CA
Held by traders on TradeandTell
No one on the platform currently holds APPF.
Super investors & insiders
Institutions holding (13F)
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 227,280 | $35.9M |
| Bridgewater Associatesas of 2026-03-31 | 18,256 | $2.9M |
Insider activity (SEC Form 4)
Recent trades on TradeandTell
No one on the platform has traded APPF yet.
