image
Technology - Software - Application - NASDAQ - US
$ 252.23
-1.19 %
$ 9.09 B
Market Cap
46.73
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jul, 21, 2025.

The intrinsic value of one APPF stock under the worst case scenario is HIDDEN Compared to the current market price of 252 USD, AppFolio, Inc. is HIDDEN

This DCF valuation model was last updated on Jul, 21, 2025.

The intrinsic value of one APPF stock under the base case scenario is HIDDEN Compared to the current market price of 252 USD, AppFolio, Inc. is HIDDEN

This DCF valuation model was last updated on Jul, 21, 2025.

The intrinsic value of one APPF stock under the best case scenario is HIDDEN Compared to the current market price of 252 USD, AppFolio, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart APPF

image
$260.0$260.0$250.0$250.0$240.0$240.0$230.0$230.0$220.0$220.0$210.0$210.0$200.0$200.0$190.0$190.0Feb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '2515 May15 MayJun '25Jun '2515 Jun15 JunJul '25Jul '2515 Jul15 Jul
FINANCIALS
794 M REVENUE
28.01%
136 M OPERATING INCOME
13985.57%
204 M NET INCOME
7452.48%
188 M OPERATING CASH FLOW
212.13%
-152 M INVESTING CASH FLOW
-173.04%
-43.4 M FINANCING CASH FLOW
-67.19%
218 M REVENUE
6.89%
33.8 M OPERATING INCOME
47.15%
31.4 M NET INCOME
-69.45%
38.5 M OPERATING CASH FLOW
5.19%
80.8 M INVESTING CASH FLOW
282.53%
-105 M FINANCING CASH FLOW
-758.21%
Balance Sheet AppFolio, Inc.
image
Current Assets 335 M
Cash & Short-Term Investments 278 M
Receivables 24.3 M
Other Current Assets 32.8 M
Non-Current Assets 291 M
Long-Term Investments 0
PP&E 42 M
Other Non-Current Assets 249 M
44.40 %3.88 %5.24 %6.69 %39.78 %Total Assets$626.7m
Current Liabilities 63.3 M
Accounts Payable 2.38 M
Short-Term Debt 0
Other Current Liabilities 60.9 M
Non-Current Liabilities 44.1 M
Long-Term Debt 37.5 M
Other Non-Current Liabilities 6.63 M
56.71 %34.90 %6.18 %Total Liabilities$107.4m
EFFICIENCY
Earnings Waterfall AppFolio, Inc.
image
Revenue 794 M
Cost Of Revenue 302 M
Gross Profit 493 M
Operating Expenses 357 M
Operating Income 136 M
Other Expenses -68.4 M
Net Income 204 M
800m800m700m700m600m600m500m500m400m400m300m300m200m200m100m100m00794m(302m)493m(357m)136m68m204mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
62.02% GROSS MARGIN
62.02%
17.08% OPERATING MARGIN
17.08%
25.69% NET MARGIN
25.69%
39.30% ROE
39.30%
32.56% ROA
32.56%
32.68% ROIC
32.68%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis AppFolio, Inc.
image
200m200m150m150m100m100m50m50m00(50m)(50m)20162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 204 M
Depreciation & Amortization 19.8 M
Capital Expenditures -2.02 M
Stock-Based Compensation 62.1 M
Change in Working Capital -12.7 M
Others -19 M
Free Cash Flow 186 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets AppFolio, Inc.
image
Wall Street analysts predict an average 1-year price target for APPF of $292 , with forecasts ranging from a low of $275 to a high of $300 .
APPF Lowest Price Target Wall Street Target
275 USD 9.03%
APPF Average Price Target Wall Street Target
292 USD 15.82%
APPF Highest Price Target Wall Street Target
300 USD 18.94%
Price
Max Price Target
Min Price Target
Average Price Target
300300280280260260240240220220200200180180Sep '24Sep '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26Jun '26Jun '26Jul '26Jul '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 8
6. Ownership
Insider Ownership AppFolio, Inc.
image
Sold
0-3 MONTHS
2.55 M USD 3
3-6 MONTHS
761 K USD 1
6-9 MONTHS
13.5 M USD 5
9-12 MONTHS
5.6 M USD 3
Bought
5.65 M USD 2
0-3 MONTHS
2.24 M USD 1
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Here's Why AppFolio (APPF) Fell More Than Broader Market AppFolio (APPF) closed the most recent trading day at $250.95, moving 1.19% from the previous trading session. zacks.com - 2 weeks ago
AppFolio, Inc. Announces Date of Second Quarter 2025 Financial Results Conference Call SANTA BARBARA, Calif., July 17, 2025 (GLOBE NEWSWIRE) -- AppFolio, Inc. (NASDAQ: APPF) today announced that it will report its second quarter 2025 financial results after the close of the U.S. financial markets on Thursday, July 31, 2025. globenewswire.com - 2 weeks ago
AppFolio (APPF) Exceeds Market Returns: Some Facts to Consider The latest trading day saw AppFolio (APPF) settling at $245.94, representing a +2.22% change from its previous close. zacks.com - 2 weeks ago
Northpoint Asset Management Selects AppFolio to Unlock Performance Across its Diverse Portfolio Leading firm leverages AppFolio Property Manager Max to create value for its residents, investors, and business Leading firm leverages AppFolio Property Manager Max to create value for its residents, investors, and business globenewswire.com - 2 weeks ago
Why AppFolio (APPF) Outpaced the Stock Market Today AppFolio (APPF) closed the most recent trading day at $230.28, moving +1.3% from the previous trading session. zacks.com - 1 month ago
AppFolio (APPF) Surpasses Market Returns: Some Facts Worth Knowing The latest trading day saw AppFolio (APPF) settling at $232.58, representing a +1.77% change from its previous close. zacks.com - 1 month ago
Here's Why AppFolio (APPF) Fell More Than Broader Market AppFolio (APPF) reached $220.45 at the closing of the latest trading day, reflecting a -3.13% change compared to its last close. zacks.com - 1 month ago
AppFolio Unveils AI Agents to Transform Performance in Real Estate AppFolio Realm-X Performers enable agentic operations across complex workflows, delivering outcomes and a better experience for residents, property managers, owners, and investors AppFolio Realm-X Performers enable agentic operations across complex workflows, delivering outcomes and a better experience for residents, property managers, owners, and investors globenewswire.com - 1 month ago
Why AppFolio Stock Rocked the Market on Tuesday One quite active stock mover on a forgettable Tuesday for the market was specialized business software developer AppFolio (APPF 4.86%). The company's shares saw a robust rise of almost 5% across the trading day, thanks to a pair of insider stock buys disclosed in regulatory filings. fool.com - 1 month ago
AppFolio (APPF) Sees a More Significant Dip Than Broader Market: Some Facts to Know In the most recent trading session, AppFolio (APPF) closed at $215.80, indicating a -1.01% shift from the previous trading day. zacks.com - 1 month ago
Wall Street Bulls Look Optimistic About AppFolio (APPF): Should You Buy? 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.com - 2 months ago
Modern Renters Crave Easy, Digital Experiences, AppFolio Research Finds Report reveals growing appetite for services that deliver convenience Property managers must elevate the resident experience to attract renters amid rising competition SANTA BARBARA, Calif., May 22, 2025 (GLOBE NEWSWIRE) --   AppFolio (NASDAQ:APPF), the technology leader powering the future of the real estate industry, today released its 2025 AppFolio Renter Preferences Report. globenewswire.com - 2 months ago
8. Profile Summary

AppFolio, Inc. APPF

image
COUNTRY US
INDUSTRY Software - Application
MARKET CAP $ 9.09 B
Dividend Yield 0.00%
Description AppFolio, 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.
Contact 50 Castilian Drive, Santa Barbara, CA, 93117 https://www.appfolioinc.com
IPO Date June 26, 2015
Employees 1634
Officers Mr. Matthew S. Mazza Chief Trust Officer Mr. Chris Womack Chief Growth Officer Ms. Elizabeth Barat Chief People Officer Ms. Maryclaire Campbell Chief Revenue Officer Mr. Timothy Mathias Eaton Interim Chief Financial Officer & Interim Principal Accounting Officer Mr. Kyle Triplett Senior Vice President of Product Mr. Shane Trigg President, Chief Executive Officer & Director Mr. Matthew Baird Chief Technology Officer Ms. Lisa Horner Chief Marketing Officer