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Upturn AI SWOT - About
APPF 
Appfolio Inc (APPF)
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Upturn Advisory Summary
06/30/2025: APPF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
8 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $234.94
1 Year Target Price $234.94
| 3 | Strong Buy |
| 2 | Buy |
| 2 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -27.67% | Avg. Invested days 29 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.19B USD | Price to earnings Ratio 42.33 | 1Y Target Price 234.94 |
Price to earnings Ratio 42.33 | 1Y Target Price 234.94 | ||
Volume (30-day avg) 8 | Beta 0.87 | 52 Weeks Range 189.01 - 274.56 | Updated Date 06/30/2025 |
52 Weeks Range 189.01 - 274.56 | Updated Date 06/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 5.37 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 23.87% | Operating Margin (TTM) 15.52% |
Management Effectiveness
Return on Assets (TTM) 16.95% | Return on Equity (TTM) 49.12% |
Valuation
Trailing PE 42.33 | Forward PE - | Enterprise Value 8021716240 | Price to Sales(TTM) 9.93 |
Enterprise Value 8021716240 | Price to Sales(TTM) 9.93 | ||
Enterprise Value to Revenue 9.73 | Enterprise Value to EBITDA 51.36 | Shares Outstanding 23047300 | Shares Floating 21938203 |
Shares Outstanding 23047300 | Shares Floating 21938203 | ||
Percent Insiders 4.81 | Percent Institutions 87.47 |
Analyst Ratings
Rating 3 | Target Price 234.94 | 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 provides cloud-based property management and investment management software solutions. Initially focused on residential property management, Appfolio expanded to serve commercial and community associations.
Core Business Areas
- Property Manager Solutions: Appfolio Property Manager provides software solutions for residential, commercial, and community association property management, including accounting, leasing, and maintenance features.
- Investment Management Solutions: Appfolio Investment Management provides solutions for investment firms, enabling streamlined operations, automated reporting, and improved investor relations.
Leadership and Structure
Appfolio is led by a CEO and has a functional organizational structure with departments dedicated to engineering, sales, marketing, and customer success.
Top Products and Market Share
Key Offerings
- Appfolio Investment Management: Software to streamline investor relations, automate reporting, and manage funds. Market share is smaller than Property Manager, estimated around 10% in the specific Investment Management solutions for smaller managers. Competitors include Juniper Square, Investor Management Services, and Dynamo Software.
- Appfolio Property Manager: Cloud-based software for managing residential and commercial properties. Includes accounting, online portals, and tenant screening tools. Market share is estimated to be around 25% within the small to medium sized property management market segment. Competitors include Yardi, RealPage, and Entrata.
Market Dynamics
Industry Overview
The property management software industry is experiencing growth, driven by the increasing complexity of property management and the demand for automation. The investment management software sector is also growing in line with investment volume and the need to manage a larger range of investor requirements.
Positioning
Appfolio positions itself as a modern, user-friendly alternative to legacy systems. Its cloud-based platform and focus on smaller to medium-sized businesses provide a competitive advantage.
Total Addressable Market (TAM)
The TAM for property management software is estimated to be several billion USD. With an estimated $7.3 billion market value in 2023 and expected to reach $10.2 billion by 2028, Appfolio is targeting a growing market. The investment management software TAM is also several billion USD, with an estiamted market value of $8.8 billion USD in 2024 and expected to grow over the next 5 years. Appfolio's position in the small to mid-sized market segment allows it to capture a significant portion of this TAM.
Upturn SWOT Analysis
Strengths
- Cloud-based platform
- User-friendly interface
- Strong customer support
- Integrated solutions
- Focus on SMBs
Weaknesses
- Limited functionality compared to enterprise solutions
- Higher price point relative to some competitors.
- Reliance on subscription revenue
Opportunities
- Expanding into new property types (e.g., student housing)
- Integrating with third-party services
- Developing advanced analytics and reporting
- International expansion
Threats
- Increased competition from established players (RealPage, Yardi) and emerging startups
- Economic downturn impacting property management
- Data security and privacy concerns
- Changing regulations
Competitors and Market Share
Key Competitors
- Yardi Systems
- RealPage (RP)
- Entrata
Competitive Landscape
Appfolio differentiates itself through user-friendliness and customer support. However, it must compete with larger players offering more comprehensive feature sets and wider array of services.
Major Acquisitions
Dynasty Marketplace
- Year: 2019
- Acquisition Price (USD millions): 8.25
- Strategic Rationale: Enhance Appfoliou2019s value-added services with online marketplaces.
Growth Trajectory and Initiatives
Historical Growth: Appfolio has experienced solid growth driven by its expanding customer base and increasing adoption of its cloud-based solutions.
Future Projections: Analysts project continued growth for Appfolio, driven by its market position and focus on SMBs. Growth rates will vary based on economic conditions.
Recent Initiatives: Recent initiatives include expanding their Investment Management suite and improving their AI-powered automation features.
Summary
Appfolio Inc. is a strong company in the property management software space, particularly excelling with SMBs by offering intuitive cloud-based solutions. Its focus on customer satisfaction fuels adoption, despite facing larger, more comprehensive competitors. Its expansion into investment management broadens its TAM, but security concerns and economic downturns present risks. Continuous innovation and strategic acquisitions are key for sustained growth and maintaining its competitive edge.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Market Reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions are subject to change.
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.
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