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Technology - Software - Application - NASDAQ - US
$ 214.77
-0.684 %
$ 7.82 B
Market Cap
38.7
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one APPF stock under the worst case scenario is HIDDEN Compared to the current market price of 215 USD, AppFolio, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one APPF stock under the base case scenario is HIDDEN Compared to the current market price of 215 USD, AppFolio, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one APPF stock under the best case scenario is HIDDEN Compared to the current market price of 215 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 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '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%
204 M REVENUE
-1.01%
23 M OPERATING INCOME
-46.07%
103 M NET INCOME
211.26%
36.6 M OPERATING CASH FLOW
-36.70%
-44.3 M INVESTING CASH FLOW
4.66%
-12.2 M FINANCING CASH FLOW
-42.60%
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 $299 , with forecasts ranging from a low of $295 to a high of $300 .
APPF Lowest Price Target Wall Street Target
295 USD 37.36%
APPF Average Price Target Wall Street Target
299 USD 39.10%
APPF Highest Price Target Wall Street Target
300 USD 39.68%
Price
Max Price Target
Min Price Target
Average Price Target
300300280280260260240240220220200200180180May '24May '24Jul '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 '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 15
6. Ownership
Insider Ownership AppFolio, Inc.
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Sold
0-3 MONTHS
975 K USD 2
3-6 MONTHS
13.3 M USD 5
6-9 MONTHS
14.4 M USD 4
9-12 MONTHS
55.1 M USD 8
Bought
2.24 M USD 1
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
New Strong Sell Stocks for April 1st AMR, APPF and EGBN have been added to the Zacks Rank #5 (Strong Sell) List on April 1, 2025. zacks.com - 1 week ago
AppFolio (APPF) Surges 4.4%: Is This an Indication of Further Gains? AppFolio (APPF) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road. zacks.com - 2 weeks ago
AppFolio (APPF) Is Considered a Good Investment by Brokers: Is That True? The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. zacks.com - 2 weeks ago
AppFolio (APPF) Laps the Stock Market: Here's Why In the latest trading session, AppFolio (APPF) closed at $216.99, marking a +1.96% move from the previous day. zacks.com - 3 weeks ago
AppFolio (APPF) Falls More Steeply Than Broader Market: What Investors Need to Know AppFolio (APPF) closed the most recent trading day at $206.65, moving -1.71% from the previous trading session. zacks.com - 4 weeks ago
Lawmatics Welcomes Former AppFolio Executive as Chief Technology Officer Krijn van der Raadt joins legal CRM to further drive innovation and scalability Krijn van der Raadt joins legal CRM to further drive innovation and scalability globenewswire.com - 4 weeks ago
AppFolio: GenAI Might Introduce More Differentiation In Its Products AppFolio provides very useful solutions for property management that are going to be further differentiated by automation via gen AI agents. The company's gross margins are lower than other top software companies, but they make up for it with reduced opex investment. AppFolio's gen AI tools and automation provide a competitive edge, streamlining maintenance tasks and enhancing product strength, positioning it well for market share growth. seekingalpha.com - 1 month ago
Wall Street Analysts See AppFolio (APPF) as a Buy: Should You Invest? 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 - 1 month ago
AppFolio (APPF) Rises But Trails Market: What Investors Should Know AppFolio (APPF) closed at $214.50 in the latest trading session, marking a +1.35% move from the prior day. zacks.com - 1 month ago
AppFolio: Tremendous Momentum, But Watch Out For Valuation AppFolio delivered strong Q2 results, with revenue growing 19% y/y as a result of property managers shifting to higher-priced subscription tiers. The company's comprehensive software suite covers property managers, residents, and investors, ensuring a recurring revenue stream from subscription fees and payment processing. The company recently also acquired a concierge service called LiveEasy, extending its appeal toward consumers. seekingalpha.com - 1 month ago
Why AppFolio Stock Dropped Today Shares of real estate management software company AppFolio (APPF -7.72%) dropped on Friday after the company reported its financial results for the fourth quarter of 2024. As of 12:10 p.m. fool.com - 2 months ago
AppFolio Beats on Revenue but EPS Misses AppFolio (APPF 1.44%), a provider of cloud-based software solutions for the real estate industry, recently released its financial results for the fourth quarter ending December 31, 2024. The most significant news from the earnings release was the company's revenue exceeding expectations, coming in at $204 million compared to an estimate of $200 million. fool.com - 2 months ago
8. Profile Summary

AppFolio, Inc. APPF

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COUNTRY US
INDUSTRY Software - Application
MARKET CAP $ 7.82 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. Kyle Triplett Senior Vice President of Product Ms. Maryclaire Campbell Chief Revenue Officer Mr. Shane Trigg President, Chief Executive Officer & Director Mr. Chris Womack Chief Growth Officer Ms. Elizabeth Barat Chief People Officer Mr. Matthew Baird Chief Technology Officer Mr. Timothy Mathias Eaton Interim Chief Financial Officer & Interim Principal Accounting Officer Ms. Lisa Horner Chief Marketing Officer Mr. Matthew S. Mazza Chief Trust Officer