Stock APPF APPFOLIO, INC.
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Financials AppFolio, Inc.

Equities

APPF

US03783C1009

Software

Market Closed - Nasdaq
Other stock markets
 04:00:00 2024-04-26 pm EDT 		5-day change 1st Jan Change
242.8 USD +12.05% Intraday chart for AppFolio, Inc. +16.43% +40.12%
Apr. 26 AppFolio Swings to Q1 Adjusted Earnings, Revenue Rises; Lifts 2024 Revenue Guidance; Shares Climb MT
Apr. 26 Sector Update: Tech Stocks Mixed Premarket Friday MT

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 3,745 6,180 4,197 3,705 6,195 8,791 - -
Enterprise Value (EV) 1 3,745 6,040 4,197 3,635 6,146 8,616 8,409 8,791
P/E ratio 108 x 40.5 x 4,035 x -54 x 2,475 x 71.7 x 65.7 x 53.6 x
Yield - - - - - - - -
Capitalization / Revenue 14.6 x 19.9 x 11.7 x 7.85 x 9.99 x 11.4 x 9.51 x 7.92 x
EV / Revenue 14.6 x 19.5 x 11.7 x 7.7 x 9.91 x 11.1 x 9.09 x 7.92 x
EV / EBITDA 104 x 132 x 122 x 153 x 74.7 x 42.1 x 32.7 x 28.5 x
EV / FCF - 1,876 x 1,570 x 879 x 132 x 49.8 x 40.7 x 33.1 x
FCF Yield - 0.05% 0.06% 0.11% 0.76% 2.01% 2.46% 3.02%
Price to Book - 21.7 x 14.2 x 14.2 x 20.8 x 19 x 12.8 x 9.28 x
Nbr of stocks (in thousands) 34,062 34,328 34,668 35,161 35,762 36,213 - -
Reference price 2 110.0 180.0 121.1 105.4 173.2 242.8 242.8 242.8
Announcement Date 3/2/20 3/1/21 2/28/22 1/26/23 1/25/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 256 310.1 359.4 471.9 620.4 773.3 924.7 1,110
EBITDA 1 36.16 45.6 34.31 23.71 82.32 204.5 257.4 308.1
EBIT 1 13.77 18.81 -11.88 -72.37 0.963 125.3 153.2 211.5
Operating Margin 5.38% 6.07% -3.31% -15.34% 0.16% 16.2% 16.56% 19.06%
Earnings before Tax (EBT) 1 4.823 196.8 1.734 -66.72 7.997 135.2 162.2 231.4
Net income 1 36.28 158.4 1.028 -68.12 2.702 112.5 136.5 173.6
Net margin 14.17% 51.09% 0.29% -14.44% 0.44% 14.54% 14.76% 15.64%
EPS 2 1.020 4.440 0.0300 -1.950 0.0700 3.385 3.692 4.530
Free Cash Flow 1 - 3.219 2.673 4.137 46.42 173.1 206.8 265.7
FCF margin - 1.04% 0.74% 0.88% 7.48% 22.39% 22.37% 23.94%
FCF Conversion (EBITDA) - 7.06% 7.79% 17.45% 56.39% 84.65% 80.36% 86.24%
FCF Conversion (Net income) - 2.03% 260.02% - 1,717.88% 153.96% 151.52% 153.05%
Dividend per Share - - - - - - - -
Announcement Date 3/2/20 3/1/21 2/28/22 1/26/23 1/25/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1 2025 Q2
Net sales 1 95.6 105.3 117.4 125.1 124.1 136.1 147.1 165.4 171.8 187.4 191.3 196.4 198.1 220.2 230.8
EBITDA 1 5.947 1.164 7.785 11.25 3.146 4.198 14.99 22.76 47.6 53.01 50.09 50.88 50.52 61.55 65.05
EBIT 1 -7.342 -14.67 -29.93 -7.819 -19.95 -26.53 -0.679 -0.067 28.24 34.09 31.09 31.01 29.14 30.5 41.6
Operating Margin -7.68% -13.93% -25.48% -6.25% -16.08% -19.49% -0.46% -0.04% 16.43% 18.19% 16.25% 15.79% 14.7% 13.85% 18.02%
Earnings before Tax (EBT) 1 5.392 -14.57 -29.73 -3.224 -19.19 -25.15 0.745 1.472 30.93 37.08 33.26 33.27 31.6 35.4 46.8
Net income 1 -1.331 -14.29 -29.97 -4.162 -19.7 -35.11 -18.9 26.44 30.27 38.66 24.63 25.37 26.19 31.33 35.07
Net margin -1.39% -13.57% -25.52% -3.33% -15.88% -25.8% -12.85% 15.98% 17.62% 20.63% 12.87% 12.91% 13.22% 14.23% 15.2%
EPS 2 -0.0400 -0.4100 -0.8600 -0.1200 -0.5600 -0.9900 -0.5300 0.7200 0.8300 1.050 0.8200 0.8500 0.8433 0.7550 0.9750
Dividend per Share - - - - - - - - - - - - - - -
Announcement Date 2/28/22 5/9/22 7/28/22 10/27/22 1/26/23 4/27/23 7/27/23 10/26/23 1/25/24 4/25/24 - - - - -
1USD in Million2USD
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 - - - - - - - -
Net Cash position 1 - 140 - 70.8 49.5 175 381 -
Leverage (Debt/EBITDA) - - - - - - - -
Free Cash Flow 1 - 3.22 2.67 4.14 46.4 173 207 266
ROE (net income / shareholders' equity) - 79.3% - - 22.1% 38.9% 36.2% -
ROA (Net income/ Total Assets) - 48.8% - - 15.7% 30.9% 31.8% -
Assets 1 - 324.8 - - 17.18 364.3 428.8 -
Book Value Per Share 2 - 8.310 8.540 7.430 8.340 12.80 19.00 26.20
Cash Flow per Share - - - - - - - -
Capex 1 - 45.1 32.7 21.2 9.04 14.6 14.8 11
Capex / Sales - 14.54% 9.1% 4.5% 1.46% 1.89% 1.6% 0.99%
Announcement Date 3/2/20 3/1/21 2/28/22 1/26/23 1/25/24 - - -
1USD in Million2USD
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Change in Enterprise Value/EBITDA

Ratings for AppFolio, Inc.

Trading Rating
Investor Rating
ESG Refinitiv
B-
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
8
Last Close Price
242.8 USD
Average target price
255.1 USD
Spread / Average Target
+5.09%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

Sector Enterprise Software

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Enterprise Software
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