AppFolio (APPF) Stock | APPF Stock Price & Analysis

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APPF

AppFolio APPF · NASDAQ

$212.13 -2.96% (-$6.48)

Summary

84 / 100 · Bulios Score

Valuation 58Growth 96Profitability 80Quality 100Debt 100Stability 63

What speaks for it

It earns 27 USD a year on every 100 USD of invested capital.
Revenue grew by 26% a year over the last 3 years.
It holds more cash than debt: $217.4M against $35.8M.
Out of every 100 USD of revenue, 15 USD is left as net profit.

What to watch

The share price is above the Bulios Fair Price.
Earnings per share swing sharply from year to year.

Bulios Scoring describes a company's quality and track record, not its future return. A high score is not a buy signal. Learn more

Score in detail

Is it expensive?

Looks expensive

Bulios Fair Price

Current price $212.13

5-year average P/E 1,660.9 97% lower

P/E today 47.7

Software - Application industry median

P/E today 47.7

Unlock fair price

Bulios Fair Price is an estimate of a stock's fair value from the Bulios valuation model. It is an input for your own analysis, not investment advice. How does it work?

Today you pay 47.7 USD for 1 USD of yearly profit. Over the last five years it was 1,660.9 USD on average.

Valuation in detail

Is it growing?

Yes, fast

Revenue (USD)

359M

472M

620M

794M

951M

1.1B

1.3B

2021202220232024202520262027

Diluted EPS (USD)

$0.03

-$1.95

$0.07

$5.55

$3.88

$6.90

$8.43

2021202220232024202520262027

Analyst estimate

Revenue grew by 25% a year over 5 years. Over the last 3 years it grew by 26% a year. For the next fiscal year analysts expect revenue to grow by 18%.

Growth in detail

Does it make money?

Very well

Where 100 USD of revenue goes

Cost of sales 37 USD
Research and development 19 USD
Sales and administration 26 USD
Taxes and other 2.4 USD
Net profit 15 USD

Net profit, industry median (Software - Application) 7.6 USD

Out of every 100 USD of revenue, 15 USD is left as net profit.

Profitability in detail

Is it financially healthy?

Yes

Cash and short-term investments $221.7M

Debt $35.8M

Free cash flow over 12 months $269.1M

It could repay all its debt from a single year of free cash flow. It holds more cash than debt.

Financial health in detail

Does it pay a dividend?

It pays no dividend.

Dividends in detail

What do analysts expect?

Mildly positive

Buy 9
Hold 4
Sell 1

Today's price within the analysts' price targets

Today's price $212.13 Average target $240.5

$210 $280

The average target of $240.5 is 13% above today's price. 64% of the analysts recommend buying.

Analysts in detail

What does it earn on?

Fiscal year 2025

By product

Value Added Services 76%
Subscription Services 22%
Other Services 1.9%

By region

The company reports no revenue by region.

Value Added Services brings in 76% of revenue. Other Services grew fastest, by 8.3% a year.

Segments in detail