AppFolio, Inc. (APPF) AI Stock Analysis

AppFolio, Inc. develops cloud-based business management solutions tailored for the real estate sector. Based in Santa Barbara, California, the company offers AppFolio Property Manager, an automation-driven platform that streamlines property management workflows, coordinates transactions, and provides operational data. Its AppFolio Property Manager Plus tier adds customizable workflows, advanced performance insights, intelligent revenue management tools, and support from dedicated account managers. Additionally, the company provides AppFolio Investment Management for real estate investment firms, enabling streamlined investor relations and portfolio oversight. Founded in 2006, AppFolio serves property managers and real estate investment organizations through its specialized software platforms.

AppFolio grew annual revenue from $359.4M in FY2021 to $950.8M in FY2025, achieving a 5-year revenue CAGR of 25.1%. Net income improved from $1.0M in FY2021 and -$68.1M in FY2022 to $140.9M in FY2025, alongside diluted EPS of $5.30. Operating margin rebounded from -15.3% in FY2022 to 16.1% in FY2025. Over the trailing twelve months, revenue reached $1.04B with an operating margin of 18.9% and a profit margin of 15.1%. In the latest quarter ended June 30, 2026, quarterly revenue grew 19.3% year-over-year, while quarterly earnings expanded by 18.2%.

As of June 30, 2026, AppFolio held $221.7M in cash and short-term investments against total debt of $35.8M, resulting in net cash of $185.9M. The company reported total assets of $648.4M and shareholders' equity of $526.1M, supported by a current ratio of 3.83 and a debt-to-equity ratio of 0.07. In FY2025, operating cash flow stood at $242.1M and free cash flow reached $238.9M. Capital expenditures totaled $3.2M, while share buybacks absorbed $189.0M.

At a closing price of $212.13 on October 16, 2026, AppFolio traded at an enterprise value of $7.60B and a market capitalization of $7.51B. Its trailing P/E ratio of 48.3x and forward P/E of 128.2x exceed the median of its US-listed Technology peers at 28.1x and 18.8x, respectively. The company's price-to-sales multiple of 7.2x and EV/EBITDA of 34.5x also stand above the peer medians of 2.8x and 16.6x. Over the past year, AppFolio shares fell 5.0%, trailing the S&P 500 return of 16.8%.

AppFolio carries 5 Strong Buy, 2 Buy, and 2 Hold recommendations from equity analysts, with no Sell or Strong Sell ratings. The mean analyst price target is $238.54, implying 12.4% upside over the last close of $212.13. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $1.12B and EPS of $6.90, representing 30.4% EPS growth. Over the last four quarters, the company topped EPS estimates twice. AppFolio's next earnings announcement is scheduled for October 22, 2026.

This page is an AI-written research summary of AppFolio, Inc. (APPF). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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