AppFolio stock
APPFNASDAQAppFolio Inc., TechnologyISIN US03783C1009
77Score 77 out of 100, Strong
Price and trend
90 / 100
Price history
−11% in one yearThe chart shows daily closes over 11 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Above the 200-day line: the price is 21% above it.
Since September 2026 the 50-day line has been above the 200-day line; the trend has turned up.
Normal: the price is neither overheated nor sold off (RSI 59).
The price is 11% below its 52-week high. Largest decline in 11 years: 55% (August 2025 to April 2026).
Chart figures for advanced users
- SMA 50$212.25
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$183.88
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)59
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$143.34
- The lowest closing price of the last twelve months.
- Resistance$250.35
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- AppFolio Inc. belongs to the Software (Application) industry (United States) and, with a market value of $7.9B, is number 55 of 189 companies in its industry on MEQIRI.
- In fiscal 2025 it reported revenue of $950.82M (up 19.7% year on year) and earnings of $140.92M (down 30.9%).
- For fiscal 2026, analysts expect on average revenue of $1.13B (up 18.4%) and adjusted earnings per share of $6.84 (up 29.3%).
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- MEQIRI Score 77 out of 100 (Strong): rank 72 of 857 in Technology, median 61.
- The P/E is 46.7 (Software (Application) median 30.8, own median of recent years 79.9).
- Our model puts fair value at $173.56, with the price 30% above it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- High return on capitalReturn on invested capital 41.5% in fiscal 2025, Software (Application) median 3.9%.Profitability 88
- More cash than debtCash $307.28M, financial debt $24.88M.Stability 84
- Earnings turn into cashFree cash flow 166% of earnings over the last 12 months.Fundamentals 88
Weaknesses
- Margin may fall backOperating margin 16.1%, average of the prior years 0.2%, which ranged from −15.3% to 17.1%. After peaks like this, the margin was more than a quarter lower two years later in 44 of 100 cases, against 24 of 100 for other companies with high margins.
- Volatile share priceVolatility 45% a year over the last 12 months.
Its standout strengths are technical analysis and fundamentals, while valuation holds the score back.
Daily figure as of 12 Nov 2026
How the score is calculatedScore overview
Fundamentals are strong, with stable profits and strong cash generation.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk medium
How well MEQIRI warnsIn the middle among smaller stocks.
From 2016 to 2025, 20 in 100 such stocks fell 30% or more within a year, against a group average of 23 in 100.
What drives the risk
- high price swings
What lowers it
- solid fundamentals
Valuation
Valuation signal
Modestly overvaluedClosing price of 11 Nov 2026, used by the daily score.
In our model the price counts as cheap below $123.97 and expensive above $289.26 (uncertainty high, based on the price swings of the past year).
The two parts of the fair value come to $200.26 (cash-flow model) and $146.86 (industry comparison), and the gap between them shows how uncertain the estimate is. The price is above both.
Calculated with a cost of equity of 9.5%. At 10.5% the fair value would be $158.03, at 8.5% it would be $195.72.
Valuation metrics
Half from the cash-flow model, half from earnings times the industry P/E (30.8).
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 30 Sep 2026, revenue rose 20% on the twelve months before. Revenue has grown strongly since 2013, at around 35% per year.
Margins
- Gross margin
- Operating margin
- Net margin
In fiscal 2025: gross 61%, operating 16%, net 15%.
Debt & balance sheet
latest quarterThe balance sheet is solid, with low debt and comfortable interest coverage.
Earnings
- Next earnings
- 4 Feb 2027in 84 days
- Last reported
- 22 Oct 2026EPS reported $1.82 (expected $1.79)in line with expectations
Analyst estimates
Earnings estimates have barely changed since 15 Oct 2026.
- Earnings per share
- $6.84−0.9%
- Revenue
- $1.13B+0.1%
- Earnings per share
- $8.31−1.5%
- Revenue
- $1.32B−0.1%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Company outlook raised
Share price after the results: +1.8%Guidance raised: 2026 revenue to $1.117 billion to $1.127 billion (18.0% growth at the midpoint) and non-GAAP operating margin to 26.5% to 28.0%.
“We are raising our full year revenue guidance to a range of $1.117 billion to $1.127 billion, lifting the midpoint growth rate to 18.0%, fueled by premium tier adoption, growth in new business units and increasing adoption of our products and services, including agentic AI performers and resident services.”The outlook is not part of the score and not a recommendation to buy or sell.
From the earnings call on 23 Jul 2026 (fiscal Q2 2026), read by AI.
Insiders
Open-market purchases and sales by executives, board members and major holders
No open-market purchases in the last 6 months. 5 insiders sold, $27.57M in total.
Sales say less than purchases: many insiders sell on a fixed plan, for taxes or to diversify.
- Duca Maurice JSale
5 Nov 2026, Major holder
- Shares
- 4,800
- Price
- $240.10
- Value
- $1.15M
- Duca Maurice JSale
4 Nov 2026, Major holder
- Shares
- 6,000
- Price
- $240.07
- Value
- $1.44M
- Duca Maurice JSale
21 Aug 2026, Major holder
- Shares
- 2,656
- Price
- $221.85
- Value
- $589,227
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- Duca Maurice JSale
20 Aug 2026, Major holder
- Shares
- 7,200
- Price
- $217.77
- Value
- $1.57M
- Duca Maurice JSale
19 Aug 2026, Major holder
- Shares
- 7,001
- Price
- $213.52
- Value
- $1.49M
- Duca Maurice JSale
19 Aug 2026, Major holder
- Shares
- 199
- Price
- $207.94
- Value
- $41,381
- Eaton Timothy MathiasSale
19 Aug 2026, Chief Financial Officer
- Shares
- 373
- Price
- $202.61
- Value
- $75,574
- Duca Maurice JSale
18 Aug 2026, Major holder
- Shares
- 7,857
- Price
- $203.41
- Value
- $1.6M
- Duca Maurice JSale
17 Aug 2026, Major holder
- Shares
- 5,600
- Price
- $195.89
- Value
- $1.1M
- Duca Maurice JSale
17 Aug 2026, Major holder
- Shares
- 5,100
- Price
- $195.89
- Value
- $999,014
- Duca Maurice JSale
14 Aug 2026, Major holder
- Shares
- 10,700
- Price
- $202.13
- Value
- $2.16M
- Trigg William ShaneSale
14 Aug 2026, Chief Executive Officer
- Shares
- 2,057
- Price
- $205.00
- Value
- $421,685
- Duca Maurice JSale
13 Aug 2026, Major holder
- Shares
- 6,693
- Price
- $198.93
- Value
- $1.33M
- Duca Maurice JSale
13 Aug 2026, Major holder
- Shares
- 4,007
- Price
- $198.22
- Value
- $794,252
- Duca Maurice JSale
12 Aug 2026, Major holder
- Shares
- 10,700
- Price
- $196.93
- Value
- $2.11M
- Pickering EvanSale
12 Aug 2026, General Counsel
- Shares
- 322
- Price
- $200.06
- Value
- $64,421
- Pickering EvanSale
11 Aug 2026, General Counsel
- Shares
- 141
- Price
- $202.01
- Value
- $28,483
- Duca Maurice JSale
11 Aug 2026, Major holder
- Shares
- 5,442
- Price
- $201.13
- Value
- $1.09M
- Duca Maurice JSale
11 Aug 2026, Major holder
- Shares
- 5,258
- Price
- $200.82
- Value
- $1.06M
- Rigler DonSale
10 Aug 2026, Principal Accounting Officer
- Shares
- 150
- Price
- $195.87
- Value
- $29,381
- Duca Maurice JSale
10 Aug 2026, Major holder
- Shares
- 10,700
- Price
- $198.43
- Value
- $2.12M
- Duca Maurice JSale
7 Aug 2026, Major holder
- Shares
- 5,809
- Price
- $198.44
- Value
- $1.15M
- Duca Maurice JSale
7 Aug 2026, Major holder
- Shares
- 4,891
- Price
- $198.15
- Value
- $969,138
- Duca Maurice JSale
6 Aug 2026, Major holder
- Shares
- 10,700
- Price
- $193.05
- Value
- $2.07M
- Pickering EvanSale
5 Aug 2026, General Counsel
- Shares
- 661
- Price
- $200.49
- Value
- $132,524
- Duca Maurice JSale
5 Aug 2026, Major holder
- Shares
- 8,334
- Price
- $195.05
- Value
- $1.63M
- Duca Maurice JSale
4 Aug 2026, Major holder
- Shares
- 1,825
- Price
- $192.24
- Value
- $350,843
Partial trades from one filing are shown in one row, with the average price.
Source: Form 4 filings with the US Securities and Exchange Commission. Grants, option exercises, gifts and tax withholdings are hidden. Not a recommendation to buy.
What happened at AppFolio
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
857 rated companies in Technology
- This company
- 77
- Sector median
- 61
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Software (Application)
The next larger and next smaller companies by market value
- ElasticESTC $9.17B55
- Full Truck AllianceYMM $9.16B70
- NemetschekNEM.DE $8.28B71
- Descartes Systems GroupDSGX $8.21B78
- ServiceTitanTTAN $7.89B47
- GitLabGTLB $7.88B44
- InterDigitalIDCC $7.74B78
- DuolingoDUOL $7.69B71
ETFs that hold AppFolio
Held by 11 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| WisdomTree Cloud Computing UCITS ETF USD AccWTEJ | 1.29% | 0.40% | €300.71M |
| State Street SPDR S&P 400 U.S. Mid Cap UCITS ETF (Acc)SPY4 | 0.17% | 0.30% | €5.27B |
| iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETFSXRG | 0.09% | 0.43% | €2.48B |
Show 5 more
| State Street SPDR MSCI World Small Cap UCITS ETF (Acc)ZPRS | 0.05% | 0.45% | €1.53B |
| iShares MSCI World Small Cap CTB Enhanced ESG UCITS ETFCBUG | 0.03% | 0.35% | €434.1M |
| State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETFZPRV | 0.02% | 0.30% | €944.34M |
| UBS MSCI USA Select Factor Mix UCITS ETF USD accUSUE | 0.01% | 0.25% | €175.89M |
| Vanguard ESG Global All Cap UCITS ETF (USD) AccumulatingV3AA | 0.01% | 0.24% | €1.69B |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 12 Nov 2026, recalculated nightly
- Price
- Closing price of 12 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 31 Dec 2025
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Strong, published since 7 Nov 2026 (in the score history since 31 Jul 2026)
- Valuation signal Fairly valued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.