APPFOLIO INC
APPFNasdaq
$179.73
↓ -0.9%Jul 17 close · end-of-day
Price
1Y↓ -26.9%
End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
Key statistics
Market Cap
$6.4B
Enterprise Value
$6.3B
P/E
42.8
P/S
6.5
P/B
13.7
EV/EBITDA
32.9
PEG
—
FCF Yield
3.6%
Dividend Yield
—
Revenue (TTM)
$995.3M
Net Income (TTM)
$152.0M
Free Cash Flow (TTM)
$234.8M
Gross Margin
—
Operating Margin
17.1%
Net Margin
15.3%
ROE
32.3%
ROIC
45.1%
Debt / Equity
—
Net Cash
$147.4M
Return 1Y
-29.2%
Company profile
AppFolio, Inc. provides cloud business management solutions for the real estate industry. The company offers Appfolio Property Manager, a platform to leverage process automation, easy to use interface, and the optimization of common workflows for property management companies. It also provides value added services that are designed to enhance, automate, and streamline processes and workflows.
- CEO
- Jason Randall
- Sector
- Services
- Industry
- Computer Software
- Employees
- 1,780
- Headquarters
- California
- Website
- appfolioinc.com
Management & directors
- Eaton Timothy MathiasChief Financial Officer
- Pickering EvanGeneral Counsel
- Rigler DonPrincipal Accounting Officer
- Trigg William ShaneChief Executive Officer
- Barat Elizabeth ErinChief People Officer
- Mazza Matthew SChief Trust Officer
Roles derived from SEC Form 4 filings.
Earnings
APPF Q1 2026 Earnings
Period ends 2026-03-31
MetricActualYoY
Revenue$262.2M↑ +20.4%
Diluted EPS$1.18↑ +37.2%
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
Financial statements
| Line item | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Revenue | $310.1M | $359.4M | $471.9M | $620.4M | $794.2M | $950.8M |
| Gross profit | — | — | — | — | — | — |
| Operating income | $9.8M | -$11.9M | -$72.4M | $963,000.00 | $135.6M | $152.9M |
| Net income | $158.4M | $1.0M | -$68.1M | $2.7M | $204.1M | $140.9M |
| Diluted EPS | $4.44 | $0.03 | -$1.95 | $0.07 | $5.55 | $3.88 |
| Operating cash flow | $48.3M | $35.4M | $25.4M | $60.3M | $188.2M | $242.1M |
| Free cash flow | $29.3M | $27.3M | $18.8M | $51.2M | $186.1M | $238.9M |
| Gross margin | — | — | — | — | — | — |
| Operating margin | 3.2% | -3.3% | -15.3% | 0.2% | 17.1% | 16.1% |
| Net margin | 51.1% | 0.3% | -14.4% | 0.4% | 25.7% | 14.8% |
| Line item | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $197.4M | $205.7M | $203.7M | $217.7M | $235.6M | $249.4M | $248.2M | $262.2M |
| Gross profit | — | — | — | — | — | — | — | — |
| Operating income | $36.0M | $42.6M | $23.0M | $33.8M | $40.5M | $35.0M | $43.6M | $50.7M |
| Net income | $29.7M | $33.0M | $102.7M | $31.4M | $36.0M | $33.6M | $39.9M | $42.4M |
| Diluted EPS | $0.81 | $0.90 | $2.79 | $0.86 | $0.99 | $0.93 | $1.10 | $1.18 |
| Operating cash flow | $50.9M | $57.8M | $36.6M | $38.5M | $52.6M | $86.0M | $65.0M | $34.3M |
| Free cash flow | $50.8M | $57.4M | $36.4M | $38.2M | $52.4M | $84.7M | $63.7M | $34.1M |
| Gross margin | — | — | — | — | — | — | — | — |
| Operating margin | 18.3% | 20.7% | 11.3% | 15.5% | 17.2% | 14.1% | 17.6% | 19.4% |
| Net margin | 15.0% | 16.0% | 50.4% | 14.4% | 15.3% | 13.5% | 16.1% | 16.2% |
Company news
Analyst estimates
Coming soonConsensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Insider transactions
BoughtSoldMonthly insider $ volume · trailing 12 months
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-07-16 | DUCA MAURICE J | Sale | 3,200 | $180.34 | $577,088.00 | filing |
| 2026-07-16 | DUCA MAURICE J | Sale | 3,128 | $180.32 | $564,040.96 | filing |
| 2026-07-16 | DUCA MAURICE J | Sale | 2,400 | $181.95 | $436,680.00 | filing |
| 2026-07-16 | DUCA MAURICE J | Sale | 1,600 | $180.00 | $288,000.00 | filing |
| 2026-07-16 | DUCA MAURICE J | Sale | 372 | $181.40 | $67,480.80 | filing |
| 2026-07-15 | DUCA MAURICE J | Sale | 360 | $180.03 | $64,810.80 | filing |
| 2026-07-15 | DUCA MAURICE J | Sale | 225 | $180.03 | $40,506.75 | filing |
| 2026-07-15 | DUCA MAURICE J | Sale | 102 | $180.03 | $18,363.06 | filing |
| 2026-07-13 | DUCA MAURICE J | Sale | 5,600 | $180.15 | $1.0M | filing |
| 2026-07-13 | DUCA MAURICE J | Sale | 3,500 | $180.15 | $630,525.00 | filing |
| 2026-07-13 | DUCA MAURICE J | Sale | 1,600 | $180.15 | $288,240.00 | filing |
| 2026-07-10 | DUCA MAURICE J | Sale | 100 | $180.00 | $18,000.00 | filing |
| 2026-07-10 | DUCA MAURICE J | Sale | 100 | $180.00 | $18,000.00 | filing |
| 2026-07-10 | DUCA MAURICE J | Sale | 100 | $180.00 | $18,000.00 | filing |
| 2026-07-07 | DUCA MAURICE J | Sale | 5,600 | $180.41 | $1.0M | filing |
| 2026-07-07 | DUCA MAURICE J | Sale | 3,500 | $180.38 | $631,330.00 | filing |
| 2026-07-07 | DUCA MAURICE J | Sale | 1,600 | $180.00 | $288,000.00 | filing |
| 2026-06-29 | Scanlan Agnes Bundy | Award | 1,255 | $0.00 | $0.00 | filing |
| 2026-06-29 | APPFOLIO INC | Award | 649 | $0.00 | $0.00 | filing |
| 2026-06-29 | APPFOLIO INC | Award | 1,568 | $0.00 | $0.00 | filing |
| 2026-06-29 | Nottebohm Olivia | Award | 1,255 | $0.00 | $0.00 | filing |
| 2026-06-29 | Webb Winifred Markus | Award | 1,255 | $0.00 | $0.00 | filing |
| 2026-06-29 | Casey Saori | Award | 1,110 | $0.00 | $0.00 | filing |
| 2026-06-29 | APPFOLIO INC | Award | 649 | $0.00 | $0.00 | filing |
| 2026-06-29 | APPFOLIO INC | Award | 1,568 | $0.00 | $0.00 | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.