Zacks Investment Research·Jun 30, 2026
AppFolio (APPF) Laps the Stock Market: Here's WhyAppFolio (APPF) reached $160.35 at the closing of the latest trading day, reflecting a +2.41% change compared to its last close.
AppFolio, Inc.(APPF)Earnings, Financials & Key Ratios
APPF•NASDAQ
$179.42
46.2× P/E·Price updated Jul 7, 2026
AboutAppFolio, Inc., together with its subsidiaries, provides cloud business management solutions for the real estate industry. The company offers AppFolio Property Manager, a platform to leverage process automation, easy to use interface, and the optimization of common workflows for property management companies, as well as completes and records critical transactions in the system and give its customers access to the data they need to run their business; AppFolio Property Manager Plus, which offers customizable workflows that allow customers to digitize their existing processes, performance insights, intelligent revenue management, and integrations through selected partners and dedicated strategic account managers; and AppFolio Investment Management, a solution that is designed to enable real estate investment management organizations to manage investor relationships through enhancing transparency and streamlining certain business processes. It also provides value added services that are designed to enhance, automate, and streamline processes and workflows for property management businesses, such as electronic payment, tenant screening, and insurance services. AppFolio, Inc. was incorporated in 2006 and is headquartered in Santa Barbara, California.Show more
- Revenue$951M+19.7%
- EBITDA$176M+13.1%
- Net Income$141M-30.9%
- EPS (Diluted)3.88-30.1%
- Gross Margin61.3%-1.2%
- EBITDA Margin18.46%-5.5%
- Operating Margin16.08%-5.8%
- Net Margin14.82%-42.3%
- ROE26.54%-46.9%
APPF Price & Volume
AppFolio, Inc. (APPF) stock price & volume — 10-year historical chart
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Maturing PropTech Platform Balances Growth With Efficiency
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Decelerating
Profitability:Moderate
Financial:Healthy
Cash Flow:Stable
Primary Risk:Transaction volume sensitivity
Key Thesis Takeaways
- AppFolio is transitioning from a high-growth expansion phase to a more mature model, evidenced by revenue growth decelerating to 20.4% in 2026Q1.
- While the firm demonstrates improved operating leverage and disciplined capital allocation, including $125 million in recent share repurchases, investors should monitor the inherent sensitivity of its transaction-based revenue to rental market volatility.
- The reliance on third-party services continues to constrain gross margins, which have fluctuated between 60.0% and 65.2% over the last ten quarters.
Verdict Logic
while the firm maintains a healthy current ratio of 3.52, the valuation at a 40.11 P/E TTM warrants caution given the decelerating growth trajectory.
APPF Growth Metrics
AppFolio, Inc. (APPF) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years28.92%
5 Years25.12%
3 Years26.31%
TTM20.72%
Profit CAGR
10 Years-
5 Years-2.31%
3 Years-
TTM-22.78%
EPS CAGR
10 Years-
5 Years-2.66%
3 Years-
TTM-21.64%
Return on Capital
10 Years5.56%
5 Years6.29%
3 Years18.77%
Last Year25.94%
APPF Recent Earnings
AppFolio, Inc. (APPF) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 9/12 qtrs (75%)●Beat Revenue 11/12 qtrs (92%)
Q2 2026Latest
Apr 23, 2026Metric
Actual
Est
EPS
$1.61+11.8%
$1.44
Rev
$262M+1.6%
$258M
Q1 2026
Jan 29, 2026Metric
Actual
Est
EPS
$1.39+13.9%
$1.22
Rev
$248M+0.7%
$247M
Q4 2025
Oct 30, 2025Metric
Actual
Est
EPS
$1.31-9.7%
$1.45
Rev
$249M+1.1%
$247M
Q3 2025
Jul 31, 2025Metric
Actual
Est
EPS
$1.38+8.7%
$1.27
Rev
$236M+2.4%
$230M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 23, 2026 | $1.61vs $1.44+11.8% | $262Mvs $258M+1.6% |
| Q1 2026 | Jan 29, 2026 | $1.39vs $1.22+13.9% | $248Mvs $247M+0.7% |
| Q4 2025 | Oct 30, 2025 | $1.31vs $1.45-9.7% | $249Mvs $247M+1.1% |
| Q3 2025 | Jul 31, 2025 | $1.38vs $1.27+8.7% | $236Mvs $230M+2.4% |
Based on last 12 quarters of dataView full earnings history →
Latest APPF News
Recent stock market news and headlines for AppFolio, Inc. (APPF)
Zacks Investment Research·Jun 23, 2026
AppFolio (APPF) Increases Despite Market Slip: Here's What You Need to KnowAppFolio (APPF) closed at $146.56 in the latest trading session, marking a +1.51% move from the prior day.
Zacks Investment Research·Jun 19, 2026
Is AppFolio (APPF) a Buy as Wall Street Analysts Look Optimistic?Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Zacks Investment Research·Jun 17, 2026
AppFolio (APPF) Dips More Than Broader Market: What You Should KnowAppFolio (APPF) reached $148.59 at the closing of the latest trading day, reflecting a -5.89% change compared to its last close.
GlobeNewsWire·Jun 16, 2026
AppFolio Deepens Agentic AI Across Leasing, Accounting, and Resident OperationsNew Realm-X capabilities shift more of the portfolio's operational work onto the platform The new Claude connector makes its debut at Apartmentalize, June 17-19 SANTA BARBARA, Calif., June 16, 2026 (GLOBE NEWSWIRE) -- AppFolio (NASDAQ:APPF), the technology leader powering the future of the real estate industry, today announced an expansion of the AppFolio Performance Platform, broadening its agentic capabilities across leasing, accounting, and resident operations and extending the real performance it already delivers for residents, owners, investors, and operators alike.
Peers Comparison
Key metrics vs top competitors for AppFolio, Inc. (APPF)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $179.42 | $6.46B | 46.24 | 19.72% | 14.82% | 26.54% | — | |
| $363.76 | $37.44B | 25.62 | 12.26% | 21.12% | 8.75% | — | |
| $118.84 | $6.36B | 29.56 | 13.74% | 14.94% | 22.36% | — | |
| $143.78 | $7.85B | 17.79 | 8.95% | 22.44% | 31.03% | — | |
| $321.45 | $13.55B | 44.65 | 9.1% | 13.26% | 8.71% | — | |
| $10.93 | $3.17B | -16.07 | 15.38% | -9.03% | — | — |
Compare APPF vs Peers
AppFolio, Inc. (APPF) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
APPF SEC Filings & Documents
AppFolio, Inc. (APPF) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 23, 2026·SEC
Material company update
Apr 10, 2026·SEC
Material company update
Jan 29, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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APPF Frequently Asked Questions
AppFolio, Inc. (APPF) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is AppFolio, Inc.'s revenue?
AppFolio, Inc. (APPF) reported $995.3M in revenue for fiscal year 2025. This represents a 3650% increase from $26.5M in 2013.
How fast is AppFolio, Inc. growing?
AppFolio, Inc. (APPF) grew revenue by 19.7% over the past year. This is strong growth.
Is APPF profitable?
Yes, AppFolio, Inc. (APPF) is profitable, generating $152.0M in net income for fiscal year 2025 (14.8% net margin).
Dividend & Returns
What is APPF's return on equity?
AppFolio, Inc. (APPF) has a return on equity (ROE) of 26.5%. This is excellent, indicating efficient use of shareholder capital.
What is AppFolio, Inc.'s free cash flow?
AppFolio, Inc. (APPF) generated $233.8M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.