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Technology - Software - Application - NASDAQ - US
$ 217.715
-1.01 %
$ 7.84 B
Market Cap
40.26
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jun, 6, 2025.

The intrinsic value of one APPF stock under the worst case scenario is HIDDEN Compared to the current market price of 218 USD, AppFolio, Inc. is HIDDEN

This DCF valuation model was last updated on Jun, 6, 2025.

The intrinsic value of one APPF stock under the base case scenario is HIDDEN Compared to the current market price of 218 USD, AppFolio, Inc. is HIDDEN

This DCF valuation model was last updated on Jun, 6, 2025.

The intrinsic value of one APPF stock under the best case scenario is HIDDEN Compared to the current market price of 218 USD, AppFolio, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart APPF

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$270.0$270.0$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$190.015 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '2515 May15 MayJun '25Jun '25
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.
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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.
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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.
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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.
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Wall Street analysts predict an average 1-year price target for APPF of $294 , with forecasts ranging from a low of $275 to a high of $300 .
APPF Lowest Price Target Wall Street Target
275 USD 26.31%
APPF Average Price Target Wall Street Target
294 USD 34.92%
APPF Highest Price Target Wall Street Target
300 USD 37.79%
Price
Max Price Target
Min Price Target
Average Price Target
300300280280260260240240220220200200180180Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26Jun '26Jun '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 13
6. Ownership
Insider Ownership AppFolio, Inc.
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Sold
0-3 MONTHS
1.48 M USD 2
3-6 MONTHS
975 K USD 2
6-9 MONTHS
15.6 M USD 5
9-12 MONTHS
29.6 M USD 8
Bought
0 USD 0
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
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 week 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 weeks 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 - 3 weeks ago
AppFolio: Buying This Dip, Even With Increased Concern AppFolio reported disappointing Q1 results, raising concerns about achieving its full-year guidance despite reiterating it, causing a significant stock pullback. The company's valuation remains high, but it operates above the Rule of 40 level, presenting a potential rebound opportunity if Q2 execution improves. Key risks include further lackluster performance and increasing competition from players like Doorloop and Yardi, which could compress valuation multiples. seekingalpha.com - 1 month ago
AppFolio: Broken Momentum Amid High Multiples (Rating Downgrade) Shares of AppFolio fell more than 10% after missing Q1 results and showing a contraction in operating margins. Amid decelerating growth rates and an unrealistic forecast that requires acceleration through the remainder of FY25, I'm downgrading my viewpoint on the stock to neutral. High interest rates have continued to hold down the rebound in the real estate sector, with cap rates not rich enough to support debt costs and attract investors. seekingalpha.com - 1 month ago
Why AppFolio Stock Is Plummeting Today Shares of AppFolio (APPF -16.05%) are tumbling on Friday. The company's stock fell 15.7% as of noon today, but was down as much as 16.9% earlier in the day. fool.com - 1 month ago
Compared to Estimates, AppFolio (APPF) Q1 Earnings: A Look at Key Metrics While the top- and bottom-line numbers for AppFolio (APPF) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. zacks.com - 1 month ago
AppFolio (APPF) Misses Q1 Earnings and Revenue Estimates AppFolio (APPF) came out with quarterly earnings of $1.21 per share, missing the Zacks Consensus Estimate of $1.22 per share. This compares to earnings of $1.05 per share a year ago. zacks.com - 1 month ago
AppFolio, Inc. (APPF) Q1 2025 Earnings Call Transcript AppFolio, Inc. (NASDAQ:APPF ) Q1 2025 Results Conference Call April 24, 2025 5:00 PM ET Company Participants Lori Barker - Investor Relations Shane Trigg - President & Chief Executive Officer Conference Call Participants Operator Good afternoon. Thank you for standing by, and welcome to AppFolio's Inc. First Quarter 2025 Financial Results Conference Call. seekingalpha.com - 1 month ago
AppFolio, Inc. Announces First Quarter 2025 Financial Results Strong New Business in the First Quarter and Investment to Accelerate the Resident Experience Strong New Business in the First Quarter and Investment to Accelerate the Resident Experience globenewswire.com - 1 month ago
Wall Street Analysts Think AppFolio (APPF) Is a Good Investment: Is It? When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important? zacks.com - 2 months ago
AppFolio (APPF) Rises Higher Than Market: Key Facts In the latest trading session, AppFolio (APPF) closed at $218.78, marking a +0.39% move from the previous day. zacks.com - 2 months ago
8. Profile Summary

AppFolio, Inc. APPF

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COUNTRY US
INDUSTRY Software - Application
MARKET CAP $ 7.84 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