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Upturn AI SWOT - About
APPF 
Appfolio Inc (APPF)
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Upturn Advisory Summary
09/15/2025: 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.
Number of Analysts
8 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $341.5
1 Year Target Price $341.5
| 3 | Strong Buy |
| 2 | Buy |
| 2 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -15.99% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.90B USD | Price to earnings Ratio 49.75 | 1Y Target Price 341.5 |
Price to earnings Ratio 49.75 | 1Y Target Price 341.5 | ||
Volume (30-day avg) 8 | Beta 0.89 | 52 Weeks Range 189.01 - 326.04 | Updated Date 09/15/2025 |
52 Weeks Range 189.01 - 326.04 | Updated Date 09/15/2025 | ||
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 23.54% | Operating Margin (TTM) 17.2% |
Management Effectiveness
Return on Assets (TTM) 16.78% | Return on Equity (TTM) 49.12% |
Valuation
Trailing PE 49.75 | Forward PE - | Enterprise Value 9810742500 | Price to Sales(TTM) 11.47 |
Enterprise Value 9810742500 | Price to Sales(TTM) 11.47 | ||
Enterprise Value to Revenue 11.37 | Enterprise Value to EBITDA 60.63 | Shares Outstanding 22871700 | Shares Floating 22133150 |
Shares Outstanding 22871700 | Shares Floating 22133150 | ||
Percent Insiders 4.67 | Percent Institutions 90.7 |
Upturn AI SWOT
Appfolio Inc
Company Overview
History and Background
AppFolio, Inc. was founded in 2006. It provides cloud-based business solutions for the real estate industry.
Core Business Areas
- Property Manager Solutions: Offers property management software with features like accounting, leasing, maintenance, and resident communication.
- Investment Management Solutions: Provides software solutions for investment management including accounting, and reporting for investment managers
Leadership and Structure
Andrew Schultz serves as the CEO and Chairperson, with a leadership team focusing on technology, sales, and marketing. The company operates with a functional organizational structure.
Top Products and Market Share
Key Offerings
- AppFolio Property Manager: A comprehensive software solution for property management, including online rent collection, tenant screening, and maintenance management. Market share is estimated to be around 25%. Competitors include Yardi, RealPage, and Entrata.
- AppFolio Investment Management: Software designed for investment management, offering features such as investor portals, fundraising support, and automated reporting. The investment management segment is a smaller portion of revenue than the property manager product. Competitors include Juniper Square and Investran (SS&C).
Market Dynamics
Industry Overview
The property management software industry is experiencing growth driven by increasing demand for automation, data analytics, and improved tenant experiences.
Positioning
AppFolio is positioned as a leading provider of cloud-based property management software, focusing on innovation and customer service. It holds a strong competitive advantage due to its comprehensive feature set and user-friendly interface.
Total Addressable Market (TAM)
The total addressable market is estimated at $16 billion. AppFolio is well-positioned to capture a significant portion of this TAM through continued product innovation and market expansion.
Upturn SWOT Analysis
Strengths
- Cloud-based platform
- Strong customer retention
- Comprehensive feature set
- User-friendly interface
- Strong brand reputation
Weaknesses
- Higher price point compared to some competitors
- Reliance on the real estate market
- Limited international presence
- Integration challenges with legacy systems
Opportunities
- Expansion into new real estate segments (e.g., commercial)
- Partnerships and integrations with complementary services
- Further development of data analytics capabilities
- Increase Market Penetration within existing segments
- Expansion of Investment Management segment.
Threats
- Intense competition
- Economic downturn affecting the real estate market
- Changing regulatory landscape
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- Yardi Systems (Private)
- RealPage (RP)
- Entrata (Private)
Competitive Landscape
AppFolio differentiates itself through its focus on customer service, ease of use, and comprehensive feature set. Yardi Systems, RealPage, and Entrata have similar feature sets, but can be clunkier to use based on customer reviews.
Major Acquisitions
Dynasty Marketplace
- Year: 2019
- Acquisition Price (USD millions): 15
- Strategic Rationale: Acquired Dynasty Marketplace to enhance tenant screening capabilities and expand its product offerings.
Growth Trajectory and Initiatives
Historical Growth: AppFolio has experienced consistent revenue growth driven by its strong customer base and expanding product offerings.
Future Projections: Analysts project continued revenue growth of 20-30% per year over the next 3-5 years. EPS is also expected to increase significantly.
Recent Initiatives: Recent initiatives include expanding its data analytics capabilities and investing in new product development.
Summary
AppFolio is a strong company with steady growth in the property management software industry. It has a leading position in the market due to it's user friendly platform and comprehensive features. Potential threats that can affect the growth can be a changing economy and aggressive competition. Continued innovation and expansion into new markets will be key to maintaining its growth trajectory.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q)
- Analyst reports
- Industry publications
- Market research reports
- Company Website and IR materials
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Market data is based on estimates and may vary. This analysis is based on publicly available information and assumptions and is 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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