APPFOLIO INC · Software

APPF

Low riskNext report: Around Jan 28, 2027 (est.)

View price ↗

The short version

A profitable company with growing sales. Institutions are adding.

Going well

Sales up 19% in the latest quarter vs a year ago
Profitable
Sales up 20% last year

Money moves

No insider buying or selling in the last 30 days
Institutions added 9.4% to their holdings in the quarter ending June 2026 (218 bought, 197 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$214.25+1.7% that day

Company value: $7.6B; Share price times all shares
Price vs profit (P/E): 45.2x; You pay about $45 for each $1 of yearly profit
Price vs sales: 7.0x; Company value is 7.0 times a year of sales
Cash vs value: 3%; Cash as a share of company value

From APPF's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Sep '26

$295.7M+19% vs a year earlier

Dec '23Tap a barSep '26

Last 12 months: $1.1B, up 20% from the 12 months before. Over 5 years, sales grew about 25% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of APPF. Starting points are the company's recent numbers.

Sales growth+20% a yearRecently: +20% a yearProfit margin16%Last 12 months: 15.6%P/E at the end40xToday: 45.2x. Many steady companies trade at 12x to 25xShare count change+1% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$2.7B

Profit in 5 years$433M

Price these guesses point to$463.04+116% vs $214.25 todayAbout +17% a year, before dividends

What today's price needs: with a 16% margin and a 40x P/E, sales would have to grow about 2.9% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

4/6Mixed

PassReturn on equity 15%+Earns a lot on the money owners have in the business.26.5%
PassDebt under half of equityNot relying on borrowed money.No debt reported
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.14.8%
MissProfitable every yearSteady profits, not one good year.8 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$238.9M
MissShare count not growingNot diluting owners. Falling means buybacks.+3.8% in 3 years

Revenue: $950.8M; +19.7% vs prior year
5-year growth: +25.1%/yr; revenue, per year
Total debt: None; 0.00x equity
Current ratio: 3.31x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.