Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- About
APPF 
Appfolio Inc (APPF)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
02/20/2026: 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 $270.83
1 Year Target Price $270.83
| 3 | Strong Buy |
| 2 | Buy |
| 2 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.20B USD | Price to earnings Ratio 44.39 | 1Y Target Price 270.83 |
Price to earnings Ratio 44.39 | 1Y Target Price 270.83 | ||
Volume (30-day avg) 8 | Beta 0.74 | 52 Weeks Range 166.36 - 326.04 | Updated Date 02/22/2026 |
52 Weeks Range 166.36 - 326.04 | Updated Date 02/22/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 3.88 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-03-02 | When - | Estimate 1.31 | Actual 1.39 |
Profitability
Profit Margin 14.82% | Operating Margin (TTM) 17.56% |
Management Effectiveness
Return on Assets (TTM) 14.53% | Return on Equity (TTM) 26.54% |
Valuation
Trailing PE 44.39 | Forward PE - | Enterprise Value 8977518129 | Price to Sales(TTM) 6.52 |
Enterprise Value 8977518129 | Price to Sales(TTM) 6.52 | ||
Enterprise Value to Revenue 10.41 | Enterprise Value to EBITDA 55.48 | Shares Outstanding 24334816 | Shares Floating 22912268 |
Shares Outstanding 24334816 | Shares Floating 22912268 | ||
Percent Insiders 5.17 | Percent Institutions 86.67 |
Upturn AI SWOT
Appfolio Inc
Company Overview
History and Background
AppFolio Inc. was founded in 2006 by Klaus Schaarschmidt and Will Johnson. The company went public in November 2015. AppFolio's evolution has been marked by its continuous development of its core property management software, expanding its feature set and catering to a broader range of property management professionals, from small landlords to large enterprises.
Core Business Areas
- Property Management Software: AppFolio provides a comprehensive cloud-based software solution designed for the property management industry. This includes features for marketing, leasing, accounting, tenant screening, maintenance, and resident communication.
- Real Estate Investment Solutions: While primarily focused on property management, AppFolio also offers solutions that can assist real estate investors in managing their portfolios, though this is largely integrated within their core property management offering.
Leadership and Structure
The company is led by its executive team, with current key figures including Paul Smith as CEO and CFO, and Brian Collins as CTO. AppFolio operates as a SaaS (Software as a Service) company with a focus on product development and customer success.
Top Products and Market Share
Key Offerings
- AppFolio Property Manager: A cloud-based property management software solution offering a wide array of features including online leasing, tenant screening, rent collection, maintenance tracking, and accounting. The number of units managed by AppFolio Property Manager is a key metric for their success. Competitors include Yardi Systems, RealPage, Buildium, and Propertyware.
- AppFolio Stack: A suite of AI-powered tools integrated into AppFolio Property Manager designed to automate tasks, improve efficiency, and enhance decision-making for property managers. This includes features like AI Leasing Assistant and AI Maintenance Assistant. Specific market share data for individual product lines is not publicly disclosed, but it contributes to the overall traction of AppFolio Property Manager.
Market Dynamics
Industry Overview
The property management software industry is characterized by a growing demand for cloud-based, integrated solutions that streamline operations, improve tenant experiences, and enhance profitability. The increasing adoption of technology in real estate, coupled with the complexities of property management, drives market growth.
Positioning
AppFolio is positioned as a leading provider of cloud-based software for the property management industry, particularly targeting small to medium-sized property managers. Its key competitive advantages lie in its user-friendly interface, comprehensive feature set, and a strong focus on customer support and innovation.
Total Addressable Market (TAM)
The TAM for property management software is substantial and growing, encompassing the global market for solutions that manage residential, commercial, and industrial properties. While specific figures for the TAM vary by source, it is estimated to be in the tens of billions of dollars. AppFolio is well-positioned to capture a significant portion of this market, especially within its target segments.
Upturn SWOT Analysis
Strengths
- User-friendly interface and intuitive design
- Comprehensive feature set for property management
- Strong customer support and training resources
- Cloud-based, scalable SaaS model
- Continuous innovation with AI-powered features
Weaknesses
- Pricing can be a barrier for very small landlords
- Reliance on a single core product for most revenue
- Competition from established players with broader offerings
Opportunities
- Expanding into international markets
- Further development and integration of AI capabilities
- Acquisition of complementary technologies or companies
- Increasing adoption of proptech solutions across the real estate sector
Threats
- Intense competition from existing and new software providers
- Changes in real estate market conditions and regulations
- Data security and privacy concerns
- Economic downturns affecting property management businesses
Competitors and Market Share
Key Competitors
- Yardi Systems
- RealPage, Inc.
- Buildium
- MRI Software
- AppFolio Inc
Competitive Landscape
AppFolio competes in a dynamic market with both large, established players and smaller, specialized providers. AppFolio's strengths lie in its modern, cloud-native platform and user experience, which can be more appealing than older, more complex systems. However, larger competitors may offer more extensive customization and a wider range of integrations.
Growth Trajectory and Initiatives
Historical Growth: AppFolio has experienced substantial historical growth, driven by its increasing customer acquisition and expansion within the property management market. The company has consistently grown its revenue and user base over the past decade.
Future Projections: Analyst projections generally indicate continued revenue growth for AppFolio, driven by market expansion, new product development, and the increasing digitalization of the property management industry.
Recent Initiatives: Recent initiatives include the ongoing enhancement of its AI capabilities, expansion of its sales and marketing efforts, and strategic investments in product innovation to maintain its competitive edge.
Summary
AppFolio Inc. is a strong player in the property management software market, benefiting from a growing demand for cloud-based solutions and its innovative AI features. Its user-friendly platform and robust customer support are key strengths. However, the company faces intense competition and needs to continuously innovate to maintain its market position and address potential pricing sensitivities for smaller clients.
Similar Stocks
Sources and Disclaimers
Data Sources:
- AppFolio Inc. Investor Relations
- SEC Filings (10-K, 10-Q)
- Financial News Outlets (e.g., Bloomberg, Reuters)
- Industry Research Reports
Disclaimers:
This analysis is based on publicly available information and may not reflect all aspects of the company's operations or market conditions. Financial data and market share figures are estimates and subject to change. This is not financial advice and investors should conduct their own due diligence.
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 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.