Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
APPF 
Appfolio Inc (APPF)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
03/24/2025: APPF (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -45.73% | Avg. Invested days 30 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/24/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.05B USD | Price to earnings Ratio 39.62 | 1Y Target Price 279.19 |
Price to earnings Ratio 39.62 | 1Y Target Price 279.19 | ||
Volume (30-day avg) 289976 | Beta 0.89 | 52 Weeks Range 189.01 - 274.56 | Updated Date 04/1/2025 |
52 Weeks Range 189.01 - 274.56 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 5.55 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 25.7% | Operating Margin (TTM) 11.27% |
Management Effectiveness
Return on Assets (TTM) 16.37% | Return on Equity (TTM) 49.98% |
Valuation
Trailing PE 39.62 | Forward PE - | Enterprise Value 7774002730 | Price to Sales(TTM) 10.14 |
Enterprise Value 7774002730 | Price to Sales(TTM) 10.14 | ||
Enterprise Value to Revenue 9.79 | Enterprise Value to EBITDA 50.01 | Shares Outstanding 23241800 | Shares Floating 22144650 |
Shares Outstanding 23241800 | Shares Floating 22144650 | ||
Percent Insiders 4.2 | Percent Institutions 83.06 |
Analyst Ratings
Rating 3.88 | Target Price 269.52 | Buy 2 | Strong Buy 3 |
Buy 2 | Strong Buy 3 | ||
Hold 2 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Appfolio Inc
Company Overview
History and Background
Appfolio Inc. was founded in 2006. It initially focused on providing SaaS solutions for property management and has since expanded its offerings to other industries, including legal and community associations.
Core Business Areas
- Property Management: Offers cloud-based software solutions for property managers, enabling them to manage properties, leases, tenants, and financials efficiently.
- Legal Software: Provides software designed to streamline legal practice management, including case management, billing, and client communication.
- Community Associations Management: Offers solutions for homeowner associations and community managers, facilitating communication, dues collection, and maintenance management.
Leadership and Structure
The leadership team includes Shane Trigg (CEO), Ida Kane (COO), and Fay Sien Goon (CFO). The company operates with a functional organizational structure, dividing responsibilities among different departments like engineering, marketing, sales, and customer support.
Top Products and Market Share
Key Offerings
- AppFolio Property Manager: A comprehensive cloud-based property management software. It handles tenant screening, online rent collection, accounting, and maintenance requests. AppFolio has a considerable market share within the SMB property management sector. Competitors include RealPage, Yardi Systems, and Entrata.
- MyCase: A cloud-based legal practice management software that offers features like case management, billing, client communication, and document management. Competitors include Clio, PracticePanther, and Zola Suite.
Market Dynamics
Industry Overview
The property management software market is growing due to increased demand for efficiency and automation. The legal practice management software market is also expanding as law firms seek to improve productivity and client satisfaction. Cloud based solutions are the norm.
Positioning
Appfolio Inc. is positioned as a leading provider of cloud-based software solutions for property management and legal professionals, focusing on SMB clients. Competitive advantages include its integrated platform, user-friendly interface, and strong customer support.
Total Addressable Market (TAM)
The TAM for property management and legal practice management software is estimated to be in the billions of dollars. Appfolio Inc. is positioned to capture a significant portion of this market with its suite of solutions. Estimated TAM is $12 Billion
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Cloud-based platform
- User-friendly interface
- Integrated suite of solutions
- Focus on SMB market
Weaknesses
- Limited presence in larger enterprise markets
- Reliance on subscription revenue
- Competitive pricing pressures
- High customer acquisition costs
Opportunities
- Expansion into new markets
- Acquisitions of complementary businesses
- Development of new product features
- Increased adoption of cloud-based solutions
Threats
- Intense competition
- Economic downturn
- Changes in regulations
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- RP
- Yardi
- Entrata
- Clio
Competitive Landscape
Appfolio Inc. competes with other cloud-based software providers, focusing on SMB clients. Its strengths include its integrated platform, user-friendly interface, and strong customer support. However, it faces competition from larger, more established players with greater resources.
Major Acquisitions
OMA
- Year: 2021
- Acquisition Price (USD millions): 20
- Strategic Rationale: To expand Appfolio's AI capabilities in property management and improve operational efficiencies for its customers.
Growth Trajectory and Initiatives
Historical Growth: Appfolio Inc. has experienced strong revenue growth over the past several years, driven by increased adoption of its software solutions.
Future Projections: Analyst estimates suggest continued revenue growth in the coming years, supported by strong market demand and new product innovations.
Recent Initiatives: Recent strategic initiatives include launching new product features, expanding into new markets, and acquiring complementary businesses.
Summary
Appfolio Inc. demonstrates solid fundamentals with strong revenue growth, increasing profitability, and positive shareholder returns. The company's focus on cloud-based solutions for SMBs positions it well in a growing market. Appfolio should closely monitor the competitive landscape and adapt its strategies to maintain its market share and continue its growth trajectory. It needs to also make sure to keep spending on Marketing and R&D.
Similar Companies
- RP
- Clio
- BILL
Sources and Disclaimers
Data Sources:
- Company Financial Statements
- Analyst Reports
- Market Research Reports
- Company Website
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Data accuracy is not guaranteed. Market conditions can change quickly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Appfolio Inc
Exchange NASDAQ | Headquaters Santa Barbara, CA, United States | ||
IPO Launch date 2015-06-26 | President, CEO & Director Mr. Shane Trigg | ||
Sector Technology | Industry Software - Application | Full time employees 1634 | Website https://www.appfolio.com |
Full time employees 1634 | Website https://www.appfolio.com | ||
AppFolio, Inc., together with its subsidiaries, provides cloud-based platform for the real estate industry in the United States. The company provides a cloud-based platform that assist with leasing, maintenance, accounting, and other business critical tasks; includes generative AI to answer questions, perform tasks, and automate common workflows; and other technology and services offered by third parties. It offers AppFolio Property Manager Core, a platform that provides the basic functionalities required to operate a property management business, as well as serves as a system of record; AppFolio Property Manager Plus, which offers housing management, student housing management, complex accounting, advanced data analysis, user-defined field customization, and enhanced customer support services; AppFolio Property Manager Max that provides customer relationship management tools, user-defined field customization, full database access through a read/write application programming interface, and customer support resource services; and AppFolio Investment Manager, a software that offers investment management, asset management, and relationship management solutions. The company also provides value-added services, which are designed to enhance, automate, and streamline business-critical processes and workflows for property management businesses, such as electronic payment, tenant screening, and risk mitigation services. AppFolio, Inc. was incorporated in 2006 and is headquartered in Santa Barbara, California.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.