AppFolio, Inc. (APPF) Financial Analysis

In short

AppFolio, Inc. (APPF) has revenue up 19.7% to $950.8M and net income down 30.9% to $140.9M year on year. Its net margin is 14.8%, and it trades at 45.0× trailing earnings. Fisclear found no medium- or high-severity risk flags in this filing. How we calculate this

Valuation

Technology

Live · Yahoo Finance

Price

$217.20

Market Cap

$7.7B

P/E (TTM)

49.5x

Price ÷ earnings per share

P/B

14.6x

Price ÷ book value

P/S (TTM)

7.4x

Price ÷ revenue per share

EV / EBITDA

38.6x

Beta

0.89

Moderate market correlation

PEG Ratio

7.5x

P/E ÷ earnings growth rate

52-Week Range

$142.56$217.20 now$265.02

Decision Context

Market appears to be pricing in less growth than this company's historical average, suggesting potential upside if the trajectory continues. Quality and efficiency scores support the business case.

Based on filing period ending Jun 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

Fed Funds Rate

3.75%

Accommodative

10-Year Treasury

4.99%

2026-09-01

Unemployment

4.2%

Near full employment

CPI Index

334.1

2026-08-01

M2 Money Supply

$23.3T

2026-08-01

The Federal Funds rate stands at 3.75% — a moderately elevated rate environment that raises borrowing costs across the economy; 10-year Treasury yields are at 4.99%, setting the benchmark for long-term corporate borrowing; Unemployment stands at 4.2%; Industrial production index is at 103.1; M2 money supply is $23.3T; CPI index stands at 334.1.

SWOT Analysis — APPF

Inflationary Boom

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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.

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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

No significant threats flagged.

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.

Technical Signals

Daily closes · 1-year data

AppFolio, Inc.: common questions

Is AppFolio, Inc. profitable?

Yes. AppFolio, Inc. made a net profit of $141M in its latest fiscal year (fiscal 2025), a net margin of 14.8%.

Is AppFolio, Inc.'s revenue growing?

Yes. Revenue grew 19.7% year on year, to $950.8M.

What is AppFolio, Inc.'s P/E ratio?

AppFolio, Inc. trades at 49.5× its trailing twelve-month earnings. In other words, the share price is about 49 times the profit per share the company earned over the past year.