APPFOLIO INC - A (APPF) Stock Fundamental Analysis

NASDAQ:APPF • US03783C1009

166.69 USD
+0.43 (+0.26%)
At close: Feb 25, 2026
166.69 USD
0 (0%)
After Hours: 2/25/2026, 8:00:01 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

7

APPF gets a fundamental rating of 7 out of 10. The analysis compared the fundamentals against 274 industry peers in the Software industry. APPF has outstanding health and profitabily ratings, belonging to the best of the industry. This is a solid base for any company. APPF is not overvalued while it is showing excellent growth. This is an interesting combination. These ratings would make APPF suitable for growth and quality investing!


Dividend Valuation Growth Profitability Health

8

1. Profitability

1.1 Basic Checks

  • In the past year APPF was profitable.
  • APPF had a positive operating cash flow in the past year.
  • Of the past 5 years APPF 4 years were profitable.
  • Each year in the past 5 years APPF had a positive operating cash flow.
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

  • With an excellent Return On Assets value of 20.45%, APPF belongs to the best of the industry, outperforming 96.72% of the companies in the same industry.
  • The Return On Equity of APPF (25.97%) is better than 91.24% of its industry peers.
  • APPF has a Return On Invested Capital of 22.98%. This is amongst the best in the industry. APPF outperforms 95.26% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for APPF is above the industry average of 10.77%.
  • The last Return On Invested Capital (22.98%) for APPF is above the 3 year average (15.13%), which is a sign of increasing profitability.
Industry RankSector 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
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 better Profit Margin (14.82%) than 78.10% of its industry peers.
  • 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 82.12% of the companies in the same industry.
  • APPF's Operating Margin has improved in the last couple of years.
  • APPF has a Gross Margin (63.68%) which is comparable to the rest of the industry.
  • In the last couple of years the Gross Margin of APPF has remained more or less at the same level.
Industry RankSector 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%
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

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

9

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.
  • Compared to 1 year ago, APPF has less shares outstanding
  • 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 28.01. This indicates that APPF is financially healthy and has little risk of bankruptcy at the moment.
  • APPF has a better Altman-Z score (28.01) than 97.45% 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 28.01
ROIC/WACC2.1
WACC10.96%
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

  • A Current Ratio of 3.31 indicates that APPF has no problem at all paying its short term obligations.
  • APPF has a better Current ratio (3.31) than 77.37% of its industry peers.
  • A Quick Ratio of 3.31 indicates that APPF has no problem at all paying its short term obligations.
  • APPF's Quick ratio of 3.31 is fine compared to the rest of the industry. APPF outperforms 77.37% of its industry peers.
Industry RankSector Rank
Current Ratio 3.31
Quick Ratio 3.31
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

More info and screens

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

8

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an impressive 20.50% 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.
  • APPF shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 19.72%.
  • APPF shows a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 25.12% yearly.
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 21.75% yearly.
  • The Revenue is expected to grow by 16.84% on average over the next years. This is quite good.
EPS Next Y25.81%
EPS Next 2Y23.86%
EPS Next 3Y21.75%
EPS Next 5YN/A
Revenue Next Year17.45%
Revenue Next 2Y17.03%
Revenue Next 3Y16.84%
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.
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

More info and screens

Find the best growth stocksShow best growing peers

5

4. Valuation

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 31.51, APPF can be considered very expensive at the moment.
  • The rest of the industry has a similar Price/Earnings ratio as APPF.
  • APPF is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 27.05, which is the current average of the S&P500 Index.
  • With a Price/Forward Earnings ratio of 25.05, APPF can be considered very expensive at the moment.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of APPF is on the same level as its industry peers.
  • The average S&P500 Price/Forward Earnings ratio is at 28.03. APPF is around the same levels.
Industry RankSector Rank
PE 31.51
Fwd PE 25.05
APPF Price Earnings VS Forward Price EarningsAPPF Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of APPF indicates a somewhat cheap valuation: APPF is cheaper than 62.77% of the companies listed in the same industry.
  • Based on the Price/Free Cash Flow ratio, APPF is valued a bit cheaper than the industry average as 65.69% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 25.47
EV/EBITDA 31.92
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.
  • The excellent profitability rating of APPF may justify a higher PE ratio.
  • APPF's earnings are expected to grow with 21.75% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.22
PEG (5Y)8.95
EPS Next 2Y23.86%
EPS Next 3Y21.75%

More info and screens

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

0

5. Dividend

5.1 Amount

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

More info and screens

Find the best dividend stocksShow peers with best dividend

APPFOLIO INC - A

NASDAQ:APPF (2/25/2026, 8:00:01 PM)

After market: 166.69 0 (0%)

166.69

+0.43 (+0.26%)

Chartmill FA Rating
GICS IndustryGroupSoftware & Services
GICS IndustrySoftware
Earnings (Last)01-29
Earnings (Next)04-22
Inst Owners88.38%
Inst Owner Change3.49%
Ins Owners2.47%
Ins Owner Change1.55%
Market Cap6.00B
Revenue(TTM)950.82M
Net Income(TTM)140.92M
Analysts82.86
Price Target278.03 (66.79%)
Short Float %5.7%
Short Ratio3.96
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)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)-11.67%
PT rev (3m)-13%
EPS NQ rev (1m)2.95%
EPS NQ rev (3m)4.3%
EPS NY rev (1m)1.88%
EPS NY rev (3m)8.41%
Revenue NQ rev (1m)-0.48%
Revenue NQ rev (3m)-0.33%
Revenue NY rev (1m)-0.96%
Revenue NY rev (3m)-0.7%
Valuation
Industry RankSector Rank
PE 31.51
Fwd PE 25.05
P/S 6.31
P/FCF 25.47
P/OCF 24.78
P/B 11.06
P/tB 15.15
EV/EBITDA 31.92
EPS(TTM)5.29
EY3.17%
EPS(NY)6.66
Fwd EY3.99%
FCF(TTM)6.54
FCFY3.93%
OCF(TTM)6.73
OCFY4.04%
SpS26.42
BVpS15.08
TBVpS11
PEG (NY)1.22
PEG (5Y)8.95
Graham Number42.36
Profitability
Industry RankSector 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 RankSector 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 28.01
F-Score6
WACC10.96%
ROIC/WACC2.1
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 Y25.81%
EPS Next 2Y23.86%
EPS Next 3Y21.75%
EPS Next 5YN/A
Revenue 1Y (TTM)19.72%
Revenue growth 3Y26.3%
Revenue growth 5Y25.12%
Sales Q2Q%21.86%
Revenue Next Year17.45%
Revenue Next 2Y17.03%
Revenue Next 3Y16.84%
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 5 / 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 9 / 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 25.81% in the next year.