10-QSoftware

AppFolio, Inc.

APPF · Period ending 2026-03-31 · Filed 2026-04-23

Valuation

Software
Live · Yahoo Finance

Price

$164.90

52-Week Range

$142.73$164.90 now$326.04

Decision Context

Outperforms sector peers on capital efficiency. The peer comparison edge is a meaningful differentiator in the current competitive landscape.

Based on filing period ending Mar 2026

FisclearScore is a quantitative model using public financial data and sector median benchmarks (refreshed monthly). Not financial advice. Always conduct independent due diligence.

APPF vs

Macro Context

SWOT Analysis — APPF

Inflationary Boom
Macro lens (Inflationary Boom): Rising costs and tighter margins amplify financial risks in this regime.

Strengths

  • Operating Cash Flow: $242.1M (+28.7% YoY) — Operating cash flow grew 29% — the business generated more cash from day-to-day operations.

  • Revenue: $950.8M (+19.7% YoY) — Revenue grew 20% — the company sold more goods or services than the prior year.

  • Total Assets: $689.0M (+9.9% YoY) — Total assets grew 10% — the company's resource base expanded.

Weaknesses

  • Net Income: $140.9M (-30.9% YoY) — Profit fell 31% but remained positive.

  • EPS (Diluted): $3.88 (-30.1% YoY) — Earnings per share fell 30%.

Opportunities

No clear opportunities identified at this time.

Threats

  • Stock is within 10% of its 52-week low (142.73) — the market may be pricing in significant risk or sector weakness.

Financial Charts

Revenue vs Net Income

Margin Trend

Operating Cash Flow

Year-over-Year Changes

Net Income

$140.9M

was $204.1M

−30.9%

Profit fell 31% but remained positive.

EPS (Diluted)

$3.88

was $5.55

−30.1%

Earnings per share fell 30%.

Operating Cash Flow

$242.1M

was $188.2M

+28.7%

Operating cash flow grew 29% — the business generated more cash from day-to-day operations.

Revenue

$950.8M

was $794.2M

+19.7%

Revenue grew 20% — the company sold more goods or services than the prior year.

Total Assets

$689.0M

was $626.7M

+9.9%

Total assets grew 10% — the company's resource base expanded.

Risk Flags

0 high · 1 medium · 0 low
  • Medium

    Stock is within 10% of its 52-week low (142.73) — the market may be pricing in significant risk or sector weakness.

Price History

Technical Signals

Daily closes · 1-year data

Latest News

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External Links

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Research AppFolio, Inc.

Data sourced from SEC EDGAR, FRED (Federal Reserve Economic Data), and Yahoo Finance. For informational purposes only. Not financial advice.