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AppFolio

NMQ:APPF · US03783C1009
SoftwareMedium

360

88
EV / EBIT23
Price / Owner Earnings29
Owner Earnings Yield57
Dividend Yield1
Price/Sales26
EV / Gross Profit45
Price/Book15
Return on Capital93
Cash Return on Capital86
Return on Equity81
EBIT Margin63
Gross Profitability99
Cash Conversion33
Accruals92
Owner Earnings Margin67
Sales growth73
Profit Growth52
Long-Term EPS Growth45
Owner Earnings Growth14
Reinvestment81
Price momentum56
Debt load81
Refinancing83
Debt Payback100
Liquidity1
Analyst ratings87
Opinion Changes50
Price Target Upside54
Market mood91
Value Creation16/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

AppFolio generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustrySoftware
SizeMedium
TypePublic Company
ExchangeNASDAQGM
Founded2006
Employees1,628
Websiteappfolio.com
ISINUS03783C1009
Last UpdateApr 2, 2026
Indices
NASDAQ (USA)S&P MIDCAP (USA)
Themes
Process AutomationSoftware DevelopmentArtificial IntelligenceCloud InfrastructureReal Estate TechnologyProperty ManagementSaaSSoftwareWeb Hosting

Description

AppFolio, Inc. (AppFolio) is a technology leader powering the future of real estate. The company provides a cloud-based platform, the AppFolio Platform, on which the company’s customers operate their businesses. The company’s primary customers are p…

Analysis

Quality compounder

AppFolio, Inc. earns the quality_compounder label: good underlying economics priced fairly, with no obvious bargain or excess.

On valuation, the picture is expensive. The owner-earnings multiple stands at 34.7×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 14% a year, against analyst forecasts of 13%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is sturdy. The company scores 16/20 on our value-creation score: strong value creator.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
58
2023202420252026

All-time high

58

Mar 2026

All-time low

15

Jan 2023

Average rank

47

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
26
19
5
34
Price/Earnings
23
25
24
1
Price/Book
15
15
9
23
Dividend Yield
1
1
1
1
Value (overall)
10
10
4
5

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →