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AppFolio APPF Stock-Based Comp

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Other financials

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%
CapEx$231.0K+0.4%
Free cash flow$87.6M+67.3%

Valuation

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Market cap$6.87B-38.6%
Enterprise value$6.69B-40.1%
P/E43.6×-11.5×
P/S6.6×-6.4×

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×

Where this comes from

Reported directly by AppFolio in its filing.

Tagged under the XBRL concept us-gaap:ShareBasedCompensation.

The source filing: AppFolio’s 10-Q, filed July 23, 2026.

Filed
Jul 23, 2026, 4:10 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001433195-26-000058
Line itemSix Months Ended June 30, 2026Six Months Ended June 30, 2025
Amortization of operating lease right-of-use assets1,1261,008
Amortization of costs capitalized to obtain revenue contracts6,4685,419
Deferred income taxes16,004(13,185)
Stock-based compensation, including as amortized38,46034,670
Other(523)(1,048)
Changes in operating assets and liabilities:
Accounts receivable(13,918)(8,197)
Prepaid expenses and other assets(10,093)(11,426)

Item 1. Condensed Consolidated Financial Statements (Unaudited)

FAQ

What is AppFolio's stock-based comp?
AppFolio (APPF) reported stock-based comp of $20.47M in Q2 2026.
How has AppFolio's stock-based comp changed year-over-year?
AppFolio's stock-based comp increased by 11.9% year-over-year, from $18.3M to $20.47M.
What is the long-term trend for AppFolio's stock-based comp?
Over 4 years (2021 to 2025), AppFolio's stock-based comp has grown at a 42.5% compound annual growth rate (CAGR), from $17.15M to $70.79M.
What does stock-based comp mean?
Total non-cash stock-based compensation expense for equity awards (RSUs, options, ESPP), added back to net income in cash flow reconciliation.

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