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APPF APPFOLIO INC

Trailing twelve months to 2026-06-30 · as filed 2026-07-23, not restated
Technology

Scale

Market cap
$7.9bn
Revenue TTM
$1.0bn
Net income TTM
$158m
Free cash flow
$270m
Composite score
55.7
Sector rank
#834

Valuation

P / E
50.1
EV / EBITDA
37.9
EV / sales
7.4
FCF yield
3.42%
Earnings yield vs 10-yr
-2.74pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
15.1%
EBITDA margin
19.5%
ROE
29.9%
ROIC
59.1%
Revenue growth
20.7%

Insider activity, last 90 days

Net open-market
$-44.30m
Buyers
0
Sellers
5

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Revenue and Deferred Costs The following table presents our revenue categories for the three and six months ended June 30, 2026 and 2025 (in thousands): Our revenue is generated primarily from customers in the United States. During the six months ended June 30, 2026, we recognized revenue of $ 17.6 million, that was included in the RPO at the beginning of the period presented. 4. Accrued Employee Expenses Accrued employee expenses consisted of the following (in thousands): (1) Accrued bonuses decreased significantly as of June 30, 2026, due to the payment of 2025 annual bonuses in the first quarter of 2026. …APPFOLIO INC, 10-Q, period ended 2026-06-30, filed 2026-07-23

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