AppFolio Inc.

AppFolio Inc.

APPF
AppFolio Inc.US flagNASDAQ
218.61
USD
+15.43
- -
7.74BMarket Cap
2013 Y
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
1.03
1.85
3.51
3.15
4.25
5.57
7.53
9.05
10.39
13.48
17.41
21.91
26.4
29.13
Basic EPS, GAAP
-0.28
-0.33
-0.73
-0.25
0.29
0.59
1.07
4.62
0.03
-1.95
0.08
5.63
3.91
4.41
Free Cash Flow per Basic Share
-0.22
-0.06
-0.49
0.22
0.8
1
0.29
0.85
0.79
0.54
1.44
5.13
6.64
7.56
Dividend per Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Book Value per Share
-1.36
-1.59
2.17
2.07
2.5
2.71
3.86
8.31
8.54
7.52
8.29
14.26
15.08
14.88
Tangible Book Value per Share
-1.74
-2.03
1.53
1.31
1.74
1.47
0.65
5.17
5.41
4.8
6.06
9.84
11
10.88
Basic Weighted Avg Shares
26
26
21
34
34
34
34
34
35
35
36
36
36
36
Sales/Revenue/Turnover
27
48
75
106
144
190
256
310
359
472
620
794
951
1,041
Operating Margin (%)
-28.65
-17.95
-20.01
-7.98
6.49
10.34
2.52
3.16
-3.31
-15.34
0.16
17.08
16.08
17.52
Depreciation Expense
3
4
6
10
13
15
26
29
32
34
31
22
25
23
Net Income, GAAP
-7
-9
-16
-8
10
20
36
158
1
-68
3
204
141
158
Effective Tax Rate (%)
- -
- -
- -
- -
0.59
2.06
- -
19.52
40.72
- -
66.21
- -
12.53
17.03
Profit Margin (%)
-27.52
-18.08
-20.9
-7.84
6.76
10.51
14.17
51.09
0.29
-14.44
0.44
25.69
14.82
15.13
Working Capital
7
-6
11
11
30
80
14
150
106
140
203
272
246
240
LT Debt
- -
- -
- -
- -
- -
49
81
40
56
50
41
37
33
31
Total Equity
-44
-51
73
70
85
92
132
286
297
266
297
519
543
526
Return on Invested Capital (%)
- -
- -
- -
- -
11.99
16.98
- -
2.86
-2.04
- -
0.1
- -
23.43
28.62
Return on Capital (%)
- -
- -
- -
- -
12.56
17.61
- -
58.68
0.3
- -
0.82
- -
24.68
29.8
Return on Common Equity (%)
- -
- -
- -
-11.63
12.56
22.57
32.42
75.81
0.35
-24.2
0.96
49.98
26.54
32.09

Capital Structure

FRC

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
ST Debt
5
5
5
LT Borrowings
- -
- -
- -
LT Finance Leases
33
32
31
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
36
35
35
Market Capitalization
8,373
5,580
5,670

Working Capital

FRC

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
Total Current Assets
353
255
325
Cash, Cash Equivalents & STI
251
152
222
Accounts Receivable, Net
37
44
50
Inventories
- -
- -
- -
Total Current Liabilities
107
72
85
Payables & Accruals
41
42
45
ST Debt
5
5
5
Deferred Revenue
- -
- -
- -

Growth Rates

FRC

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
27.06%
16.88%
4.48%
Free Cash Flow
68.45%
85.22%
28.37%
Net Income, GAAP
75.12%
98.37%
-30.94%
Sales/Revenue/Turnover
29.14%
25.28%
19.72%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
187
197
206
204
794
2025
218
236
249
248
951
2026
262
281
- -
- -
- -

Quarterly Earnings Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
1.07
0.82
0.91
2.82
5.63
2025
0.86
1
0.94
1.11
3.91
2026
1.19
1.17
- -
- -
- -

Quarterly Dividends Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
- -
2025
- -
- -
- -
- -
- -
2026
- -
- -
- -
- -
- -

Company Description

CEO
Shane Trigg
Full Time Employees
1,702
Sector
Technology
Industry
Software - Application
Address
70 Castilian Drive Santa Barbara CA United States of America 93117
IPO Date
Jun 26, 2015
Business
AppFolio, Inc. provides cloud-based property management software and related services to real estate operators in the United States. The company offers AppFolio Property Manager Core, which delivers essential functionalities including accounting, leasing, marketing, and maintenance management as a system of record for small to medium-sized businesses; AppFolio Property Manager Plus, featuring advanced capabilities such as housing management, student housing management, complex accounting, and data analytics; and AppFolio Property Manager Max, providing premium tools for larger portfolios across single-family, multifamily, commercial, community associations, affordable housing, and student housing segments. Additional offerings encompass value-added services like tenant screening, electronic payments, risk mitigation, and integrations via the AppFolio Stack marketplace; the company also provides AppFolio Investment Manager, a platform for real estate fund management and syndication targeting investors and syndicators. Founded in 2006 and headquartered in Goleta, California, near Santa Barbara, AppFolio serves over 20,000 customers managing more than 8 million units, primarily in the U.S. market. Recent developments include the launch of the AppFolio Performance Platform powered by agentic AI to enhance operational efficiency, resident services, and revenue generation; robust revenue growth with third-quarter 2025 core solutions up significantly year-over-year and net cash from operations reaching 34.5% of revenue; and strategic institutional investments alongside strong customer expansion in 2024 and 2025.

Company News

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