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Upturn AI SWOT - About
APPF 
Appfolio Inc (APPF)
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Upturn Advisory Summary
08/28/2025: 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 $337.5
1 Year Target Price $337.5
| 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 08/28/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.90B USD | Price to earnings Ratio 49.77 | 1Y Target Price 337.5 |
Price to earnings Ratio 49.77 | 1Y Target Price 337.5 | ||
Volume (30-day avg) 8 | Beta 0.95 | 52 Weeks Range 189.01 - 326.04 | Updated Date 08/29/2025 |
52 Weeks Range 189.01 - 326.04 | Updated Date 08/29/2025 | ||
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 49.77 | Forward PE - | Enterprise Value 9815403393 | Price to Sales(TTM) 11.48 |
Enterprise Value 9815403393 | Price to Sales(TTM) 11.48 | ||
Enterprise Value to Revenue 11.38 | Enterprise Value to EBITDA 58.72 | Shares Outstanding 22871700 | Shares Floating 22112714 |
Shares Outstanding 22871700 | Shares Floating 22112714 | ||
Percent Insiders 4.68 | Percent Institutions 90.75 |
Upturn AI SWOT
Appfolio Inc
Company Overview
History and Background
Appfolio Inc. was founded in 2006. It initially focused on providing property management software solutions. Over time, it has evolved to offer a broader suite of cloud-based business solutions primarily targeting the real estate industry. Significant milestones include the launch of Appfolio Property Manager and expansion into adjacent markets like legal and community associations.
Core Business Areas
- Property Management Solutions: Appfolio's core business centers around providing cloud-based software solutions for property managers. This includes features for accounting, maintenance, leasing, and resident communication.
- Community Association Management: Provides software and services for managing homeowners associations (HOAs) and other community associations.
- Appfolio Investment Management: Offers solutions for investment managers including private capital fundraising, investor communications and fund accounting.
Leadership and Structure
The leadership team includes Shane Trigg (CEO) and Fay Sien Goon (CFO). The company has a functional organizational structure with departments dedicated to engineering, sales, marketing, and customer support.
Top Products and Market Share
Key Offerings
- Appfolio Property Manager: A cloud-based property management software solution used by a large number of property management companies. Estimated to have around 25% market share in the US property management software market. Competitors include Yardi, Buildium, Entrata.
- Appfolio Investment Management: A solution for investment managers to track, manage and grow investor relations. Smaller market share than Property Manager, but growing. Competitors include Juniper Square, Altvia.
Market Dynamics
Industry Overview
The property management software industry is experiencing growth driven by increasing rental rates, the expansion of property portfolios, and the demand for efficient management tools. The industry is becoming increasingly competitive, with more options for end users.
Positioning
Appfolio is positioned as a premium solution, catering to medium to large-sized property management companies and increasingly moving up-market to service enterprise customers. Their focus on user experience and integrated features sets them apart.
Total Addressable Market (TAM)
The estimated TAM for property management software is around $10 billion. Appfolio is well-positioned to capture a significant portion of this market with its comprehensive suite of solutions. They are aggressively expanding their market share.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Comprehensive product suite
- User-friendly interface
- High customer retention rates
- Scalable cloud-based platform
Weaknesses
- Higher pricing compared to some competitors
- Reliance on the real estate market
- Slower adoption among smaller property managers
Opportunities
- Expansion into new geographic markets
- Development of new features and integrations
- Acquisition of complementary businesses
- Capitalizing on the growth of the rental market
- Adoption of AI and machine learning
Threats
- Increasing competition from established and emerging players
- Economic downturn impacting the real estate market
- Changes in regulations affecting property management
- Cybersecurity threats and data breaches
- Rapid technological advancements rendering current solutions obsolete
Competitors and Market Share
Key Competitors
- Yardi Systems
- RealPage (RP)
- Buildium (acquired by RealPage)
Competitive Landscape
Appfolio competes with established players like Yardi and RealPage. Appfolio differentiates itself through its focus on user experience, integrated features, and a modern, cloud-based platform.
Major Acquisitions
MyCase
- Year: 2022
- Acquisition Price (USD millions): 193
- Strategic Rationale: Expand into the legal practice management market and leverage Appfolio's expertise in cloud-based solutions. The acquisition provided a new avenue for growth and diversification, using APPfolio's core technologies.
Growth Trajectory and Initiatives
Historical Growth: Appfolio has experienced consistent revenue and customer growth over the past several years.
Future Projections: Analysts project continued growth for Appfolio, driven by the increasing demand for property management software and the company's expansion into new markets.
Recent Initiatives: Recent initiatives include the launch of new features, partnerships with key industry players, and expansion into new geographic markets.
Summary
Appfolio is a strong company with a well-regarded product suite, a large market share, and a history of consistent growth. Its competitive advantages include its user-friendly interface and comprehensive features. Potential risks include rising competition and the company's reliance on the real estate market. Expanding their product suite to outside real estate should enable growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Analyst Reports
- Company Website
- Industry Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market data and estimates are subject to change. Past performance is not indicative of future results.
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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