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AppFolio

APPF

AppFolio provides a comprehensive cloud-based business management platform designed for the real estate industry.

Market cap
$6.31B-32.4%
Revenue$1.0B+20.7%
Net income$157.5M-22.4%
Free cash flow$270.0M+46.5%
EPS (diluted)$4.38-20.9%
Trailing twelve months · change vs. prior year

Earnings

Next report

Date not yet announced

Financials

Q2 2026

Income statement

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Revenue$281.1M+19.3%
Gross profit$178.5M+17.6%
Operating income$53.0M+30.8%
Net income$41.5M+15.5%
EPS (diluted)$1.17+18.2%

Balance sheet

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Cash & equivalents$217.7M+195%
Total debt$35.8M-9.8%
Total equity$526.1M+15.5%
Total assets$648.4M+14.3%

Cash flow

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Operating cash flow$87.6M+66.4%
Free cash flow$87.6M+67.3%

Valuation & ratios

Valuation

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Market cap$6.31B-32.4%
Enterprise value$6.13B-34.4%
P/E40.1×-6.1×
P/S6.1×-4.8×

Profitability

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Gross margin63.5%-0.4pp
Operating margin17.5%+1.3pp
Net margin15.1%-8.4pp
FCF margin25.9%+4.6pp

Returns & leverage

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Return on equity32.1%-17.0pp
Debt / equity0.1×0.0×
Current ratio3.8×+0.9×

Segments

By product

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Value Added Services$219.5M+21.8%
Subscription Services$59.8M+14.0%
Other$1.9M-37.2%

Competitors

Profile

AppFolio provides a comprehensive cloud-based business management platform designed for the real estate industry. The company's software serves as a system of record and action that automates workflows for property managers, owners, and residents across various property types. Its core value proposition centers on increasing operational efficiency and improving financial performance through a unified architecture integrated with artificial intelligence.

Competitive position

AppFolio is a leading provider of vertically integrated cloud software for the property management industry, distinguishing itself through a unified AI-powered platform.

GeographiesUnited States
Customer segmentsProperty Management Companies, Real Estate Investors, Community Associations
Business modelSubscription SaaS, Transaction-based, Usage-based
SuppliersCloud infrastructure providers, Data center operators, Third-party software developers (API partners), Credit bureaus
CustomersResidential property managers, Commercial property managers, Community association managers, Property owners, Renters
Listed2015
Employees1.5K
CEOShane Trigg
FilingsSEC EDGAR

Questions, answered.

What is AppFolio's market cap?
AppFolio (APPF) has a market capitalization of $6.3B and trades on NASDAQ.
What is AppFolio's revenue and profitability?
AppFolio generated $1.0B in trailing twelve-month revenue with net income of $157.5M, representing a net margin of 15.1%. Gross margin stands at 63.5%, with free cash flow of $270.0M. These figures are based on the Q2 2026 filing.
Who are AppFolio's competitors?
AppFolio's key competitors include Altisource Portfolio Solutions S.A., ServiceTitan, Inc. Class A Common Stock, CALIX, INC., and others. These companies compete in similar markets and product categories.
What subsidiaries does AppFolio have?
AppFolio's subsidiaries include AppFolio Insurance Services, Inc..
Where is AppFolio headquartered?
AppFolio is headquartered in United States of America and employs approximately 1,504 people. It has been publicly traded since 2015.