APPFAppFolio, Inc.
Is the price fair?
Undemanding: modest expectations priced in and cheap against its own history.
Priced for ~5% a year FCF growth. The price demands less than its three-year revenue growth of 25% a year, expectations look modest.
Cheap vs its own history: P/E 46.2 vs a 71.3 median over 25 quarters (−35% vs median).
Sector median 30.5× across 203 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.
Against the whole market›
Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.
Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.
What APPF's price assumes
AppFolio, Inc. trades at 46.2× earnings against 33.9× for the median Software - Application name, more expensive than its own group.
Trailing P/E · Software - Application median 33.9 · 1.36× the median: the market pays up for this one
- Price / sales
- 5.38
Price / sales · today's price, fiscal year to Dec 31, 2025
- Free cash flow yield
- 5.3%
Free cash flow yield · Software - Application median 6.9%
- Growth the price implies
- +4.9%
Growth the price implies · The price pays for +4.9% free cash flow growth a year for a decade; the business has delivered +192% a year over the last three.
Details›
- Price / booktoday's price, fiscal year to Dec 31, 2025
- 9.43
- EV / EBITtoday's price, fiscal year to Dec 31, 2025
- 32.8
- EV / salestoday's price, fiscal year to Dec 31, 2025
- 5.27
- Technology median P/E459 names
- 37.7
- Software - Application median P/E126 names
- 33.9
- Free cash flow, trailing twelve months
- $270M
- Market capitalisation
- $5.12B
- 3-year revenue growth
- +25%
- 3-year free cash flow growth
- +192%
| Method | Per share |
|---|---|
| Its own P/E history, lower quartile | $179.69 |
| Its own P/E history, median | $312.31 |
| Its own P/E history, upper quartile | $500.99 |
| 52-week range | $143.34 – $285.18 |
| Today | $202.28 |
Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.
Software, Application
Ranks #13 of 96 by RyuScore