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Upturn AI SWOT - About
APPF 
Appfolio Inc (APPF)
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Upturn Advisory Summary
10/17/2025: 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 $330.2
1 Year Target Price $330.2
| 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 10/17/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.44B USD | Price to earnings Ratio 42.59 | 1Y Target Price 330.2 |
Price to earnings Ratio 42.59 | 1Y Target Price 330.2 | ||
Volume (30-day avg) 8 | Beta 0.83 | 52 Weeks Range 189.01 - 326.04 | Updated Date 10/19/2025 |
52 Weeks Range 189.01 - 326.04 | Updated Date 10/19/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 5.53 |
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 42.59 | Forward PE - | Enterprise Value 8977518129 | Price to Sales(TTM) 9.79 |
Enterprise Value 8977518129 | Price to Sales(TTM) 9.79 | ||
Enterprise Value to Revenue 10.41 | Enterprise Value to EBITDA 55.48 | Shares Outstanding 22871704 | Shares Floating 22139962 |
Shares Outstanding 22871704 | Shares Floating 22139962 | ||
Percent Insiders 4.64 | Percent Institutions 90.72 |
Upturn AI SWOT
Appfolio Inc
Company Overview
History and Background
Appfolio Inc. was founded in 2006. It focuses on providing cloud-based property management software solutions. Initially focusing on smaller property managers, it has expanded to serve larger portfolios.
Core Business Areas
- Property Management Software: Offers a suite of tools for property managers to handle tasks like online rent collection, tenant screening, accounting, maintenance requests, and marketing.
- Investment Management: Provides solutions for investment managers to streamline operations and investor communication.
Leadership and Structure
The leadership team includes Shane Trigg, CEO. The company is structured with departments focusing on product development, sales, marketing, and customer support.
Top Products and Market Share
Key Offerings
- AppFolio Property Manager: Comprehensive cloud-based property management software. Competitors include Yardi, RealPage, and Entrata. Market share is estimated around 25% based on revenue, making it a leading player in the small to medium-sized property management market. There are around 20,000 customer companies. Revenue generated from this is AppFolio's main source of income, estimated in the hundreds of millions.
- AppFolio Investment Management: Solutions for managing investor relations and streamlining investment operations. Competitors include Juniper Square and IMS. Market share is smaller than the property management segment but growing, with significant potential in the real estate investment sector. Revenue from this product is significantly less than from the property management software.
Market Dynamics
Industry Overview
The property management software industry is growing, driven by increased adoption of cloud-based solutions, automation, and the need for efficient management of rental properties.
Positioning
Appfolio Inc. is positioned as a leading provider of cloud-based property management software, especially for small to medium-sized businesses, offering a user-friendly and comprehensive solution.
Total Addressable Market (TAM)
The total addressable market for property management software is estimated to be in the billions of dollars. Appfolio Inc. is well-positioned to capture a significant portion of this market with its comprehensive product offerings. TAM is estimated around $16 billion in 2024.
Upturn SWOT Analysis
Strengths
- Strong cloud-based platform
- Comprehensive feature set
- User-friendly interface
- Focus on small to medium-sized businesses
- High customer satisfaction
Weaknesses
- Higher price point compared to some competitors
- Limited customization options
- Reliance on subscription-based revenue
Opportunities
- Expand into larger property management companies
- Develop new features and integrations
- Increase international presence
- Acquire complementary businesses
- Capitalize on emerging technologies like AI
Threats
- Increased competition from established players
- Economic downturn impacting the rental market
- Data security breaches
- Changes in property management regulations
Competitors and Market Share
Key Competitors
- Yardi Systems
- RealPage (RP)
- Entrata
Competitive Landscape
Appfolio Inc. has a strong competitive position due to its user-friendly interface and comprehensive feature set. However, it faces competition from larger, more established players with broader product offerings.
Major Acquisitions
Dynasty Marketplace
- Year: 2022
- Acquisition Price (USD millions): 100
- Strategic Rationale: Expanding AppFolio's value-added services offerings, specifically renters insurance.
Growth Trajectory and Initiatives
Historical Growth: Appfolio Inc. has experienced strong growth in recent years, driven by increased adoption of its property management software. Revenue has grown consistently year over year.
Future Projections: Analysts project continued growth for Appfolio Inc., driven by increasing demand for property management software and the company's strong market position.
Recent Initiatives: Recent initiatives include expanding its product offerings, focusing on customer success, and investing in research and development.
Summary
Appfolio is a strong company with a leading position in the property management software market, particularly for small to medium-sized businesses. Its cloud-based platform and comprehensive features drive customer satisfaction and growth. However, the company needs to be wary of increased competition and economic downturns that could impact the rental market. Continued innovation and expansion into new markets will be key to future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company websites
- Industry reports
- Analyst estimates
- Press releases
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is approximate and may vary based on the source.
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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