APPFAppFolio, Inc.

$223.14

Price

$223.14-26%1Y
1M+36%1Y-26%

Prices are end-of-day closes. This is a research view, the focus is on the fundamentals, quality and valuation below, not intraday price.

Smart Score

Top tier
9/10
Value67
Quality88
Momentum33
Growth67
Strongest Quality, weakest Momentum · ranked vs Technology peers. The five questions below judge the company on its own terms.
What they do

Founded in 2006, AppFolio is a technology leader powering the future of real estate. We provide a cloud-based platform, the AppFolio Platform, on which our customers operate their businesses. Our primary customers are property management companies who manage a variety of property types, including single family, multifamily, affordable, commercial, student, and community associations. We help our customers navigate an increasingly interconnected and growing network of stakeholders in their business ecosystems, including property managers, property investors, potential residents, residents, and vendors.

In the company’s own words · 10-K filed Feb 5, 2026 · SEC EDGAR

P/E (TTM)51.0
Market Cap$5.36B
1Y Return-26%
5Y Return+58%

Business segments

Q1 2026 · $262.2M

The company’s own SEC segment disclosure.

  • Value Added Services$201.4M77%
  • Subscription Services$58.2M22%
  • Other Services$2.6M1%

AppFolio, Inc. (APPF) reported revenue of $281M in Q2 2026 (quarter ended June 30, 2026), up 19% from the same quarter a year earlier. That came with a gross margin of 64% and net income of $42M (15% of revenue). For the full year FY2025, revenue was $951M (+20% year on year) and net income $141M. Its largest product in 2026-Q1 was Value Added Services at $201M, 77% of the disclosed total, just ahead of Subscription Services at 22%.

Raw charts

11 series · TTM

As reported to the SEC, without any scoring.