Inside the research
AppFolio, Inc.
APPF Research profile · latest available data
Price overview
$204.22
▼ -0.21 (-0.1%)
| 52w hi | $282.58 |
|---|---|
| 52w lo | $143.34 |
| Vol | 151.60K |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.54
| Short | +0.25 |
|---|---|
| Medium | +0.77 |
| Long | +0.68 |
computed 2026-09-27
Key fundamentals
AppFolio, Inc.
Technology · Software - Application
| Market cap | $7.23B |
|---|---|
| Enterprise value | $7.05B |
| Trailing P/E | 46.52x |
| Forward P/E | 24.22x |
| EV / EBITDA | 36.19x |
| P / S (ttm) | 6.95x |
| Profit margin | 15.1% |
| Return on equity | 32.1% |
| Revenue growth | +19.3% |
| Earnings growth | +18.2% |
| Debt / equity | 6.80 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.29 | |
| Sector | +0.15 | |
| Technical | +0.27 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
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.
Risk Metrics
| Beta vs SPX | 0.76 |
|---|---|
| Corr SPX | 0.28 |
| Annual vol | 44.3% |
| Annual ret | +3.0% |
| Sharpe | 0.07 |
| Max DD | -55.4% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $228.36 |
|---|---|
| High / Low | $300.00 / $177.91 |
| Median | $225.50 |
| Analysts | 8 |
| Strong Buy | 3 | |
|---|---|---|
| Buy | 6 | |
| Hold | 0 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-04-24 | Piper Sandler | → Overweight |
| 2026-04-24 | Benchmark | → Buy |
| 2026-03-26 | Benchmark | → Buy |
| 2026-01-30 | Piper Sandler | → Overweight |
| 2026-01-30 | Keefe, Bruyette & Woods | → Outperform |
| 2026-01-30 | JP Morgan | → Overweight |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-23 | Earnings Release, Exhibits | read |
| 2026-07-01 | Officer / Director Change | read |
| 2026-06-15 | Shareholder Vote | read |
| 2026-04-23 | Earnings Release | read |
| 2026-04-10 | Officer / Director Change, Exhibits | read |
| 2026-01-29 | Earnings Release, Exhibits | read |
| 2026-01-15 | Officer / Director Change | read |
| 2025-12-03 | Officer / Director Change, Exhibits | read |
| 2025-11-18 | Reg FD Disclosure, Exhibits | read |
| 2025-10-30 | Earnings Release, Officer / Director Change… | read |
| 2025-10-03 | Material Agreement, Material Obligation… | read |
| 2025-08-07 | Officer / Director Change | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-13 | DUCA MAURICE J | 10%Owner | Sell | 315 | $61.83K |
| 2026-08-13 | DUCA MAURICE J | 10%Owner | Sell | 164 | $32.36K |
| 2026-08-13 | DUCA MAURICE J | 10%Owner | Sell | 134 | $26.58K |
| 2026-08-13 | DUCA MAURICE J | 10%Owner | Sell | 15 | $3.00K |
| 2026-08-13 | DUCA MAURICE J | 10%Owner | Sell | 60 | $12.11K |
| 2026-08-13 | DUCA MAURICE J | 10%Owner | Sell | 90 | $18.37K |
| 2026-08-13 | DUCA MAURICE J | 10%Owner | Sell | 150 | $30.73K |
| 2026-08-13 | DUCA MAURICE J | 10%Owner | Sell | 165 | $34.01K |
| 2026-08-13 | DUCA MAURICE J | 10%Owner | Sell | 919 | $178.78K |
| 2026-08-13 | DUCA MAURICE J | 10%Owner | Sell | 866 | $169.41K |
Flow & Concentration
| Insider 180d net | -$9.67M |
|---|---|
| Insider buys / sells | 0 / 95 |
| Insider bias | Sellers |
| 13F holders | 8 |
| Top-5 share | 95.8% |
| HHI | 3,281 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $122.85M | 766.13K |
| Fidelity / FMR LLC | $40.26M | 251.07K |
| Renaissance Technologies | $29.80M | 185.84K |
| Capital Research / Capital World | $22.08M | 137.69K |
| Millennium Management | $11.13M | 69.42K |
| Citadel Advisors | $8.69M | 54.20K |
| AQR Capital Management | $1.15M | 7.24K |
| T. Rowe Price Group | $112.30K | 700.36K |
As of 2026-06-30
SEC Filings
The Long Run
FY 2015–2025 · 11 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $620.45M | +37.0% | |
| Operating income | $963.00K | -36.5% | |
| Net income | $140.92M | +38.5% | |
| Cash from ops | $60.28M | +71.3% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $202.57 | $205.66 | $201.76 | $204.22 | 151.60K |
| Sep 24 | $211.00 | $212.54 | $203.72 | $204.43 | 202.80K |
| Sep 23 | $206.35 | $211.01 | $206.35 | $210.01 | 268.10K |
| Sep 22 | $213.41 | $214.00 | $202.65 | $206.27 | 336.30K |
| Sep 21 | $215.29 | $216.98 | $209.42 | $209.84 | 231.80K |
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