Loading…
Appfolio Inc
Appfolio Inc (APPF) is listed on NASDAQ and classified in Software - Application, part of the Technology sector. It is headquartered in Santa Barbara, United States and has 1,702 employees. The company is worth $7.7B and trades at 49.5x its earnings of the last twelve months; the median for its sector is 28.0x. Revenue was $950.82M in fiscal 2025, up 19.7% from the year before. Net income was $140.92M. The share price is 18.0% below its 52-week high of $265.02. 5 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Renaissance Technologies, at $29.8M. In that quarter, 1 of them opened or added to the position and 4 reduced it. No open-market insider trades in it were filed over the last 30 days.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Major managers that reported this stock in their latest 13F.
▲ +76.1% over 5Y.
today you would have $1,610.83▲ +61.1%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 11 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year-end price | $232.65 | $246.72 | $173.24 | $105.38 | $121.06 | $180.04 | $109.95 | $59.22 | $41.50 | $23.85 | $14.60 | |
| P/E | 82.9x | 60.0x | 44.5x | 2474.9x | — | 4035.3x | 40.5x | 107.8x | 105.8x | 148.2x | — | — |
| P/S | 10.2x | 8.9x | 11.4x | 10.2x | 7.8x | 12.0x | 20.7x | 15.3x | 11.1x | 10.1x | 7.6x | 4.2x |
| P/B | 17.1x | 15.6x | 17.5x | 21.2x | 13.9x | 14.5x | 22.5x | 29.6x | 22.9x | 17.1x | 11.5x | 4.3x |
| EPS | $3.88 | $5.55 | $0.07 | -$1.95 | $0.03 | $4.44 | $1.02 | $0.56 | $0.28 | -$0.25 | -$0.73 | |
| Profit margin | 6.76% | 14.82% | 25.69% | 0.44% | -14.44% | 0.29% | 51.09% | 14.17% | 10.51% | 6.76% | -7.84% | -20.90% |
| ROE | 11.42% | 25.97% | 39.30% | 0.91% | -25.65% | 0.35% | 55.40% | 27.50% | 21.74% | 11.42% | -11.88% | -21.55% |
Median of the years shown; P/E years above 200x are left out.
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Median P/E of 28.0 among peers in the sector.
Median P/E of 82.9 across this company’s own years on record.
Cash flow growing 5.0% a year for 10 years, discounted at 10%, then 2.5% forever.
Sector median of 14.3x operating profit, less net debt. Banks have no EBITDA.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
5 methods answered, across 3 families.
Room for errors in the reported numbers.
-45.1% from the average.
Models, not forecasts, and not investment advice. How each formula works →
Companies of similar size in Technology, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| NTSKNetskope Inc | $19.00 | — | 49.5x | 0.00% | — | $7.76B |
| TTMITtm Technologies Inc | $73.89 | 46.2x | 4.3x | 0.00% | 13.26% | $7.78B |
| SSentinelOne, Inc. | $22.50 | — | 5.4x | 0.00% | -23.01% | $7.83B |
| VIAVViavi Solutions Inc | $30.30 | — | 5.2x | 0.00% | -2.73% | $7.45B |
| FORMFormfactor Inc | $95.03 | 77.3x | 6.7x | 0.00% | 10.99% | $7.42B |
| SLABSilicon Laboratories Inc | $221.12 | — | 6.7x | 0.00% | -3.63% | $7.38B |