-7.76%
-5.72%
12.18%
8.45%
3.19%
100.32%
76.59%
AI Spotlight on APPF
Company Description
AppFolio, Inc., together with its subsidiaries, 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, as well as completes and records critical transactions in the system and give its customers access to the data they need to run their business; AppFolio Property Manager Plus, which offers customizable workflows that allow customers to digitize their existing processes, performance insights, intelligent revenue management, and integrations through selected partners and dedicated strategic account managers; and AppFolio Investment Management, a solution that is designed to enable real estate investment management organizations to manage investor relationships through enhancing transparency and streamlining certain business processes.It also provides value added services that are designed to enhance, automate, and streamline processes and workflows for property management businesses, such as electronic payment, tenant screening, and insurance services.
AppFolio, Inc.was incorporated in 2006 and is headquartered in Santa Barbara, California.
Market Data
| Last Price | 233.91 |
| Change Percentage | -7.76% |
| Open | 241.3 |
| Previous Close | 253.58 |
| Market Cap ( Millions) | 8499 |
| Volume | 986642 |
| Year High | 274.56 |
| Year Low | 189.01 |
| M A 50 | 251.49 |
| M A 200 | 235.43 |
Financial Ratios
| FCF Yield | 2.14% |
| Dividend Yield | 0.00% |
| ROE | 49.69% |
| Debt / Equity | 7.22% |
| Net Debt / EBIDTA | -3.23% |
| Price To Book | 16.38 |
| Price Earnings Ratio | 41.69 |
| Price To FCF | 46.69 |
| Price To sales | 14.39 |
| EV / EBITDA | 54.53 |
News
- Jan -31 - Why AppFolio Stock Dropped Today
- Jan -31 - AppFolio Beats on Revenue but EPS Misses
- Jan -31 - AppFolio, Inc. (APPF) Q4 2024 Earnings Call Transcript
- Jan -31 - AppFolio (APPF) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
- Jan -30 - AppFolio (APPF) Meets Q4 Earnings Estimates
- Jan -30 - AppFolio, Inc. Announces Fourth Quarter and Fiscal Year 2024 Financial Results
- Jan -23 - Is the Options Market Predicting a Spike in AppFolio (APPF) Stock?
- Jan -16 - AppFolio (APPF) to Report Q4 Results: Wall Street Expects Earnings Growth
- Jan -14 - AppFolio: Growth Is Slowing Down, And The Uncertainties Mount
- Jan -13 - AppFolio (APPF) Stock Sinks As Market Gains: Here's Why
- Jan -09 - AppFolio downgraded to Sector Weight from Overweight at KeyBanc
- Jan -07 - Reasons Why You Should Hold AppFolio Stock in Your Portfolio
- Jan -07 - AppFolio (APPF) Stock Falls Amid Market Uptick: What Investors Need to Know
- Dec -25 - AppFolio (APPF) Surpasses Market Returns: Some Facts Worth Knowing
- Dec -23 - AppFolio (APPF) Stock Declines While Market Improves: Some Information for Investors
- Dec -18 - AppFolio (APPF) Falls More Steeply Than Broader Market: What Investors Need to Know
- Dec -12 - AppFolio (APPF) Beats Stock Market Upswing: What Investors Need to Know
- Dec -05 - Why the Market Dipped But AppFolio (APPF) Gained Today
- Dec -02 - AppFolio (APPF) is an Incredible Growth Stock: 3 Reasons Why
- Nov -30 - AppFolio (APPF) Stock Declines While Market Improves: Some Information for Investors
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Value Added Services
Expected Growth : 10.27 %
What the company do ?
AppFolio's Value Added Services provide additional features to property managers, including online lease execution, resident screening, and utility billing, enhancing the overall property management experience.
Why we expect these perspectives ?
AppFolio's Value Added Services segment growth of 10.27% is driven by increasing adoption of its cloud-based property management software, expansion into new markets, and rising demand for ancillary services such as online rent payments, tenant screening, and insurance services, which enhance the overall user experience and drive revenue growth.
Segment n°2 -> Core Solutions
Expected Growth : 10.43 %
What the company do ?
Core Solutions from AppFolio, Inc. provides an all-in-one property management platform for real estate professionals to manage properties, tenants, and accounting efficiently.
Why we expect these perspectives ?
AppFolio's Core Solutions segment growth of 10.43% is driven by increasing adoption of cloud-based property management software, rising demand for digital lease signing and online rent payments, and expansion into new markets. Additionally, the company's focus on innovation, customer satisfaction, and strategic partnerships contribute to its growth momentum.
Segment n°3 -> Other
Expected Growth : 10.47 %
What the company do ?
AppFolio's 'Other' segment includes revenue from various sources, such as interest income, foreign exchange gains, and other miscellaneous income.
Why we expect these perspectives ?
AppFolio's 10.47% growth is driven by increasing adoption of its cloud-based property management software, expansion into new markets, and growing demand for digital solutions in the real estate industry. Additionally, the company's focus on innovation, customer satisfaction, and strategic partnerships contribute to its sustained growth.
Appfolio, Inc. Products
| Product Range | What is it ? |
|---|---|
| AppFolio Property Manager | A comprehensive property management software designed for multifamily, commercial, and student housing properties. |
| AppFolio Investment Management | A cloud-based investment management platform for real estate investment firms and fund managers. |
| AppFolio MyCase | A legal practice management software for law firms and attorneys. |
AppFolio, Inc.'s Porter Forces
Threat Of Substitutes
AppFolio's property management software is highly specialized, making it difficult for substitutes to emerge. However, the company's reliance on third-party integrations and APIs increases the threat of substitutes.
Bargaining Power Of Customers
AppFolio's customers are typically small to medium-sized property management companies, which have limited bargaining power. The company's software is also highly customized, making it difficult for customers to switch to alternative solutions.
Bargaining Power Of Suppliers
AppFolio's suppliers are primarily technology and infrastructure providers, which are abundant and interchangeable. The company's strong brand and market position also reduce the bargaining power of its suppliers.
Threat Of New Entrants
While the property management software market is growing, it still requires significant investment in technology and infrastructure to enter. AppFolio's established brand and customer base also create barriers to entry for new entrants.
Intensity Of Rivalry
The property management software market is highly competitive, with several established players competing for market share. AppFolio's strong brand and customer base help to mitigate the intensity of rivalry, but the company still faces significant competition.
Strength
Weaknesses
Opportunities
Threats
Capital Structure
| Value | |
|---|---|
| Debt Weight | 13.08% |
| Debt Cost | 3.95% |
| Equity Weight | 86.92% |
| Equity Cost | 7.90% |
| WACC | 7.38% |
| Leverage | 15.05% |
AppFolio, Inc. : Quality Control
AppFolio, Inc. passed 7 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| PCTY | Paylocity Holding Corporation provides cloud-based human capital management and payroll software solutions for workforce in the United States. The company offers Payroll and Tax Services solution to simplifies payroll, automates … |
| DUOL | Duolingo, Inc. develops a language-learning website and mobile app in the United States and China. The company offers courses in 40 different languages, including Spanish, English, French, Japanese, German, Italian, … |
| CWAN | Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities. … |
| GWRE | Guidewire Software, Inc. provides software products for property and casualty insurers worldwide. The company offers Guidewire InsuranceSuite comprising Guidewire PolicyCenter, BillingCenter, and ClaimCenter applications. It also provides Guidewire InsuranceNow, a … |
| LYFT | Lyft, Inc. operates a peer-to-peer marketplace for on-demand ridesharing in the United States and Canada. The company operates multimodal transportation networks that offer riders personalized and on-demand access to various … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Paylocity
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Duolingo
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AppFolio
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Clearwater Analytics
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5
Guidewire Software
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6
