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Upturn AI Summary - About
Appfolio Inc(APPF)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for APPF
09/25/2026: APPF (1-star) is a SELL. SELL for 5 days. Simulated Profits (19.51%). Updated daily EoD!
AppFolio Inc is a cloud-based software company providing essential tools to the property management industry. Its core strengths include a highly intuitive software platform and the successful integration of high-margin financial services that increase customer retention. The primary growth opportunity lies in expanding into the larger commercial real estate market and scaling its AI-driven automation tools. Investors should monitor competitive risks from established players and potential economic headwinds in the North American real estate sector. The stock is best suited for growth-oriented investors who are comfortable with the inherent volatility of SaaS companies and should be evaluated based on the company's ability to maintain high retention while capturing market share.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | AppFolio is well-positioned in a growing SaaS market with consistent double-digit revenue expansion. |
| Momentum investor | Strong fit while signal remains positive | The stock often exhibits strong price trends correlated with recurring revenue growth milestones. |
| Value investor | Weak fit | The company typically trades at a high valuation multiple consistent with high-growth SaaS firms. |
| Dividend investor | Weak fit | AppFolio does not pay dividends, prioritizing capital reinvestment for growth. |
| Low-risk investor | Mixed fit | High growth stocks can experience significant volatility, making them less suitable for strictly low-risk portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Growth software stocks frequently experience sharp price corrections during market downturns. |
| Valuation risk | Medium / high | Investors pay a premium for growth, which can lead to rapid price adjustments if growth targets are missed. |
| Competition risk (Software saturation) | Medium | Competition from large, entrenched incumbents limits the ability to rapidly capture total market share. |
| Business quality | Medium | Strong recurring revenue streams support a high-quality SaaS business model. |
| Dividend income | Low / none | Income-focused investors will not find yield here. |
| Execution risk | Medium | Maintaining software innovation and market share requires constant execution in a crowded field. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -14.61% | Avg. Invested days 32 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/25/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.24B USD | Price to earnings Ratio 46.57 | 1Y Target Price 234.16 |
Price to earnings Ratio 46.57 | 1Y Target Price 234.16 | ||
Volume (30-day avg) 314.1K shares | Beta 0.85 | 52 Weeks Range 142.56 - 283.14 | Updated Date 09/25/2026 |
52 Weeks Range 142.56 - 283.14 | Updated Date 09/25/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 4.39 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Core SaaS Subscriptions | Monthly recurring fees for accessing the AppFolio Property Manager platform. | This is the predictable backbone of revenue that grows as more properties are managed on the platform. |
| Value-Added Services | Transaction fees from electronic payments, insurance premiums, and tenant screening services. | This segment scales directly with the number of transactions processed, providing high-margin variable revenue. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 46.57 | Forward PE 128.21 | Enterprise Value 7.60B | Price to Sales(TTM) 6.96 |
Enterprise Value 7.60B | Price to Sales(TTM) 6.96 | ||
Enterprise Value to Revenue 6.81 | Enterprise Value to EBITDA 34.54 | Shares Outstanding 24.09M | Shares Floating 23.19M |
Shares Outstanding 24.09M | Shares Floating 23.19M | ||
Percent Insiders 3.95 | Percent Institutions 99.44 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Appfolio Inc
Exchange NASDAQ | Headquarters Santa Barbara, CA, United States | ||
IPO Launch date 2015-06-26 | President, CEO & Chairman Mr. Shane Trigg | ||
Sector Technology | Industry Software - Application | Full time employees 1702 | Website https://www.appfolio.com |
Full time employees 1702 | 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 accounting, reporting, marketing, leasing, maintenance, workflow automation, and communication services. It offers AppFolio Property Manager Core, a platform that provides the accounting functionalities for small property management companies, as well as serves as a system of record; AppFolio Property Manager Plus, which offers affordable housing and student housing, advanced accounting, advanced data analysis, and read-only API access services; and AppFolio Property Manager Max that provides customer relationship management tools and full database access through a read and write application programming interface services. The company also provides value-added services, such as electronic payment, tenant screening, maintenance, business optimization, resident, and risk mitigation services. It serves property managers, property investors, potential residents, residents, and vendors. AppFolio, Inc. was incorporated in 2006 and is headquartered in Santa Barbara, California.
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