The Bid & Ask

Quotations, Dispatches, and the Daily Tape

Friday, August 14, 2026

Subject of the day

APPF

Concerning the House

AppFolio, Inc., together with its subsidiaries, provides cloud-based platform for the real estate industry in the United States. The company provides a cloud-based platform that assist with accounting, reporting, marketing, leasing, maintenance, workflow automation, and communication services. It offers AppFolio Property Manager Core, a platform that provides the accounting functionalities for small property management companies, as well as serves as a system of record; AppFolio Property Manager Plus, which offers affordable housing and student housing, advanced accounting, advanced data analysis, and read-only API access services; and AppFolio Property Manager Max that provides customer relationship management tools and full database access through a read and write application programming interface services. The company also provides value-added services, such as electronic payment, tenant screening, maintenance, business optimization, resident, and risk mitigation services. It serves property managers, property investors, potential residents, residents, and vendors. AppFolio, Inc. was incorporated in 2006 and is headquartered in Santa Barbara, California.

United States · www.appfolio.com

The Long Run

FY 2015–2025 · 11 years

LineLatestCAGRTrend
Revenue$620.45M+37.0%
Operating income$963.00K-36.5%
Net income$140.92M+38.5%
Cash from ops$60.28M+71.3%
Quotation

$203.97

+7.20 (+3.7%)

52w hi$286.46
52w lo$143.34
Vol404.20K
As ofAug 13
The Verdict

Hold

Our score +0.02

Short-0.08
Medium+0.04
Long+0.21

computed 2026-08-13

By the Numbers

AppFolio, Inc.

Technology · Software - Application

Market cap$7.22B
Enterprise value$6.78B
Trailing P/E46.46x
Forward P/E24.22x
EV / EBITDA34.84x
P / S (ttm)6.94x
Profit margin15.1%
Return on equity32.1%
Revenue growth+19.3%
Earnings growth+18.2%
Debt / equity6.80
Risk Metrics
Beta vs SPX0.78
Corr SPX0.29
Annual vol43.3%
Annual ret+9.1%
Sharpe0.21
Max DD-55.4%

Window: 504 trading days (504 obs)

Layer Breakdown
LayerRawContribution
Fundamental+0.29
Sector+0.07
Technical+0.00
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-08-13

Recent Sessions
DateOpenHighLowCloseVol
Aug 13$197.94$206.55$193.76$203.97404.20K
Aug 12$199.69$202.05$194.83$196.77665.80K
Aug 11$196.15$203.13$195.23423.20K
Aug 10$195.87$200.30$195.01$199.54504.20K
Aug 7$195.45$204.01$194.93$198.74389.70K