195.06 USD
+5.18 (+2.73%)
At close: Feb 2, 2026
195.06 USD
0 (0%)
After Hours: 2/2/2026, 8:00:00 PM
We assign a fundamental rating of 7 out of 10 to APPF. APPF was compared to 278 industry peers in the Software industry. APPF scores excellent points on both the profitability and health parts. This is a solid base for a good stock. APPF is not overvalued while it is showing excellent growth. This is an interesting combination. This makes APPF very considerable for growth and quality investing!
1. Profitability
1.1 Basic Checks
- APPF had positive earnings in the past year.
- In the past year APPF had a positive cash flow from operations.
- APPF had positive earnings in 4 of the past 5 years.
- In the past 5 years APPF always reported a positive cash flow from operatings.
1.2 Ratios
- APPF has a Return On Assets of 20.45%. This is amongst the best in the industry. APPF outperforms 96.04% of its industry peers.
- APPF has a better Return On Equity (25.97%) than 91.37% of its industry peers.
- APPF's Return On Invested Capital of 22.98% is amongst the best of the industry. APPF outperforms 94.96% of its industry peers.
- Measured over the past 3 years, the Average Return On Invested Capital for APPF is above the industry average of 10.76%.
- The 3 year average ROIC (15.13%) for APPF is below the current ROIC(22.98%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 20.45% | ||
| ROE | 25.97% | ||
| ROIC | 22.98% |
ROA(3y)17.89%
ROA(5y)7.21%
ROE(3y)22.06%
ROE(5y)8.17%
ROIC(3y)15.13%
ROIC(5y)N/A
1.3 Margins
- With a decent Profit Margin value of 14.82%, APPF is doing good in the industry, outperforming 77.70% of the companies in the same industry.
- In the last couple of years the Profit Margin of APPF has declined.
- With an excellent Operating Margin value of 16.08%, APPF belongs to the best of the industry, outperforming 83.09% of the companies in the same industry.
- In the last couple of years the Operating Margin of APPF has grown nicely.
- APPF has a Gross Margin of 63.68%. This is comparable to the rest of the industry: APPF outperforms 41.37% of its industry peers.
- In the last couple of years the Gross Margin of APPF has remained more or less at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 16.08% | ||
| PM (TTM) | 14.82% | ||
| GM | 63.68% |
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%
2. Health
2.1 Basic Checks
- APPF has a Return on Invested Capital (ROIC), which is well above the Cost of Capital (WACC), which means it is creating value.
- The number of shares outstanding for APPF has been reduced compared to 1 year ago.
- APPF has more shares outstanding than it did 5 years ago.
- APPF has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
2.2 Solvency
- 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 Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0 | ||
| Debt/FCF | 0 | ||
| Altman-Z | N/A |
ROIC/WACC2.06
WACC11.13%
2.3 Liquidity
- A Current Ratio of 3.31 indicates that APPF has no problem at all paying its short term obligations.
- The Current ratio of APPF (3.31) is better than 76.98% of its industry peers.
- A Quick Ratio of 3.31 indicates that APPF has no problem at all paying its short term obligations.
- The Quick ratio of APPF (3.31) is better than 76.98% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 3.31 | ||
| Quick Ratio | 3.31 |
3. Growth
3.1 Past
- The Earnings Per Share has grown by an impressive 20.50% over the past year.
- The Earnings Per Share has been growing slightly by 3.52% on average over the past years.
- APPF shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 19.72%.
- 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)20.5%
EPS 3YN/A
EPS 5Y3.52%
EPS Q2Q%51.09%
Revenue 1Y (TTM)19.72%
Revenue growth 3Y26.3%
Revenue growth 5Y25.12%
Sales Q2Q%21.86%
3.2 Future
- APPF is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 24.58% yearly.
- Based on estimates for the next years, APPF will show a quite strong growth in Revenue. The Revenue will grow by 18.13% on average per year.
EPS Next Y23.49%
EPS Next 2Y24.58%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year18.58%
Revenue Next 2Y18.13%
Revenue Next 3YN/A
Revenue Next 5YN/A
3.3 Evolution
- The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
- The estimated forward Revenue growth is still strong, although it is decreasing when compared to the stronger growth in the past years.
4. Valuation
4.1 Price/Earnings Ratio
- The Price/Earnings ratio is 36.87, which means the current valuation is very expensive for APPF.
- The rest of the industry has a similar Price/Earnings ratio as APPF.
- The average S&P500 Price/Earnings ratio is at 28.41. APPF is valued slightly more expensive when compared to this.
- Based on the Price/Forward Earnings ratio of 29.86, the valuation of APPF can be described as expensive.
- APPF's Price/Forward Earnings is on the same level as the industry average.
- When comparing the Price/Forward Earnings ratio of APPF to the average of the S&P500 Index (25.64), we can say APPF is valued inline with the index average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 36.87 | ||
| Fwd PE | 29.86 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, APPF is valued a bit cheaper than the industry average as 62.59% of the companies are valued more expensively.
- Compared to the rest of the industry, the Price/Free Cash Flow ratio of APPF indicates a somewhat cheap valuation: APPF is cheaper than 66.19% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 29.75 | ||
| EV/EBITDA | 37.66 |
4.3 Compensation for Growth
- APPF's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
- The excellent profitability rating of APPF may justify a higher PE ratio.
- A more expensive valuation may be justified as APPF's earnings are expected to grow with 24.58% in the coming years.
PEG (NY)1.57
PEG (5Y)10.48
EPS Next 2Y24.58%
EPS Next 3YN/A
5. Dividend
5.1 Amount
- APPF does not give a dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0% |
195.06
+5.18 (+2.73%)
Chartmill FA Rating
GICS SectorInformation Technology
GICS IndustryGroupSoftware & Services
GICS IndustrySoftware
Earnings (Last)01-29 2026-01-29/amc
Earnings (Next)04-22 2026-04-22
Inst Owners88.38%
Inst Owner Change-0.67%
Ins Owners2.47%
Ins Owner Change-0.5%
Market Cap7.01B
Revenue(TTM)950.82M
Net Income(TTM)140.92M
Analysts82.86
Price Target314.75 (61.36%)
Short Float %6.45%
Short Ratio6.37
Dividend
| Industry Rank | Sector 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)1
Avg EPS beat(2)-1.42%
Min EPS beat(2)-11.52%
Max EPS beat(2)8.67%
EPS beat(4)2
Avg EPS beat(4)-0.13%
Min EPS beat(4)-11.52%
Max EPS beat(4)8.67%
EPS beat(8)5
Avg EPS beat(8)6.1%
EPS beat(12)9
Avg EPS beat(12)23.49%
EPS beat(16)12
Avg EPS beat(16)-111.22%
Revenue beat(2)0
Avg Revenue beat(2)-0.84%
Min Revenue beat(2)-1.31%
Max Revenue beat(2)-0.38%
Revenue beat(4)0
Avg Revenue beat(4)-1.25%
Min Revenue beat(4)-3.17%
Max Revenue beat(4)-0.15%
Revenue beat(8)3
Avg Revenue beat(8)0.06%
Revenue beat(12)7
Avg Revenue beat(12)0.79%
Revenue beat(16)10
Avg Revenue beat(16)1%
PT rev (1m)0%
PT rev (3m)-5.43%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-6.02%
EPS NY rev (1m)0%
EPS NY rev (3m)-3.97%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)1.02%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.65%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 36.87 | ||
| Fwd PE | 29.86 | ||
| P/S | 7.37 | ||
| P/FCF | 29.75 | ||
| P/OCF | 28.94 | ||
| P/B | 12.91 | ||
| P/tB | 17.69 | ||
| EV/EBITDA | 37.66 |
EPS(TTM)5.29
EY2.71%
EPS(NY)6.53
Fwd EY3.35%
FCF(TTM)6.56
FCFY3.36%
OCF(TTM)6.74
OCFY3.46%
SpS26.47
BVpS15.11
TBVpS11.03
PEG (NY)1.57
PEG (5Y)10.48
Graham Number42.4
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 20.45% | ||
| ROE | 25.97% | ||
| ROCE | 26.27% | ||
| ROIC | 22.98% | ||
| ROICexc | 40.42% | ||
| ROICexgc | 72.56% | ||
| OM | 16.08% | ||
| PM (TTM) | 14.82% | ||
| GM | 63.68% | ||
| FCFM | 24.77% |
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 Turnover1.38
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0 | ||
| Debt/FCF | 0 | ||
| Debt/EBITDA | 0 | ||
| Cap/Depr | 29.12% | ||
| Cap/Sales | 0.69% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 137.9% | ||
| Profit Quality | 167.12% | ||
| Current Ratio | 3.31 | ||
| Quick Ratio | 3.31 | ||
| Altman-Z | N/A |
F-Score6
WACC11.13%
ROIC/WACC2.06
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)20.5%
EPS 3YN/A
EPS 5Y3.52%
EPS Q2Q%51.09%
EPS Next Y23.49%
EPS Next 2Y24.58%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)19.72%
Revenue growth 3Y26.3%
Revenue growth 5Y25.12%
Sales Q2Q%21.86%
Revenue Next Year18.58%
Revenue Next 2Y18.13%
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y12.73%
EBIT growth 3YN/A
EBIT growth 5Y73.24%
EBIT Next Year34.81%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y30.14%
FCF growth 3Y284.59%
FCF growth 5Y135.96%
OCF growth 1Y28.67%
OCF growth 3Y112.11%
OCF growth 5Y38.04%
APPFOLIO INC - A / APPF 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 4 / 10 to APPFOLIO INC - A (APPF). This can be considered as Fairly Valued.
What is the profitability of APPF stock?
APPFOLIO INC - A (APPF) has a profitability rating of 8 / 10.
What is the financial health of APPFOLIO INC - A (APPF) stock?
The financial health rating of APPFOLIO INC - A (APPF) is 7 / 10.
What is the expected EPS growth for APPFOLIO INC - A (APPF) stock?
The Earnings per Share (EPS) of APPFOLIO INC - A (APPF) is expected to grow by 23.49% in the next year.