Stock AnalizAppfolio Inc. APPF
Computer Software: Prepackaged Software · IPO 2015 · data as of November 13, 2026
Appfolio Inc. (APPF) is a technology company listed in the US with a market value of about $8.0B. In the twelve months to September 30, 2026 it had revenue of $1.1B and net income of $170M, a net margin of 15.6%.
Its overall Stock Analiz score is 2.6 out of 5 (average). The strongest part is future growth (5/5); the weakest is value (0/5).
Key numbers: a P/E of 47.3, a price to free cash flow of 28.2, 5-year revenue growth of 25% a year, a 5-year average ROIC of 4%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 29% below the current price.
Score: 2.6 / 5
Checks passed
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- Profit margin improving
- 3-year free cash flow growth above 10% a year
- Strong R&D investment or growth above 20%
- 5-year revenue growth above 8% a year
- ROE above 15%
- More cash than debt, or low debt to equity
Checks not passed
- P/E below 25
- P/E below the industry median
- P/FCF below 20
- Price below intrinsic value (DCF, moderate assumptions)
- PEG below 1.5
- 5-year EPS growth above 10% a year
- 5-year average ROIC above 12%
- Profitable 5 years in a row
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.1B | $951M | $794M | $620M | $472M | $359M | $310M | $256M | $190M | $144M | $106M |
| Net income | $170M | $141M | $204M | $3M | -$68M | $1M | $158M | $36M | $20M | $10M | -$8M |
| Free cash flow | $282M | $239M | $186M | $51M | $19M | $27M | $29M | $31M | $34M | $27M | $7M |
| EPS (diluted) | $4.74 | $3.88 | $5.55 | $0.07 | $-1.95 | $0.03 | $4.44 | $1.02 | $0.56 | $0.28 | $-0.25 |
| Net margin | 15.6% | 14.8% | 25.7% | 0.4% | -14.4% | 0.3% | 51.1% | 14.2% | 10.5% | 6.8% | -7.8% |
| ROIC | — | 23.0% | 19.1% | 0.2% | -17.9% | -2.0% | 2.4% | 2.4% | 13.6% | 10.9% | -9.6% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 8 analysts is $245.91, 10% above the current price; targets range from $217.29 to $280.00; the consensus rating is “none”; expected EPS is $6.85 for the fiscal year ending December 31, 2026.
Frequently asked questions
What is Appfolio’s P/E ratio?
About 47.3, based on the last twelve months of diluted earnings per share (forward P/E about 28.6).
Is Appfolio stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 29% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Appfolio pay a dividend?
Not currently.
Is Appfolio a good stock to buy?
We do not give buy or sell advice. Appfolio scores 2.6 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
Similar companies
Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.