APPF RSI Chart
Last 7 days
9.7%
Last 30 days
7.1%
Last 90 days
6.6%
Trailing 12 Months
80.5%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 671.8M | 0 | 0 | 0 |
2023 | 502.7M | 532.3M | 572.7M | 620.4M |
2022 | 385.7M | 414.2M | 443.4M | 471.9M |
2021 | 316.5M | 324.5M | 336.2M | 359.4M |
2020 | 271.4M | 288.8M | 305.0M | 310.1M |
2019 | 204.8M | 221.2M | 239.0M | 256.0M |
2018 | 154.0M | 165.4M | 177.6M | 190.1M |
2017 | 114.5M | 124.2M | 133.9M | 143.8M |
2016 | 82.3M | 90.1M | 98.0M | 105.6M |
2015 | 53.7M | 60.5M | 67.8M | 75.0M |
2014 | 0 | 33.6M | 40.6M | 47.7M |
2013 | 0 | 0 | 0 | 26.5M |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index
Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>
Returns of $10,000 invested in:
Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224
Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Mar 27, 2024 | schauser klaus | gifted | - | - | -100,000 | - |
Mar 25, 2024 | duca maurice j | acquired | - | - | 57,100 | - |
Mar 12, 2024 | bliss timothy k | sold | -9,026,430 | 223 | -40,316 | - |
Mar 11, 2024 | bliss timothy k | sold | -2,272,370 | 227 | -10,000 | - |
Mar 08, 2024 | kerr janet | gifted | - | - | -1,196 | - |
Mar 08, 2024 | bliss timothy k | sold | -3,343,950 | 227 | -14,684 | - |
Mar 07, 2024 | von blottnitz andreas | acquired | - | - | 4,500 | - |
Mar 07, 2024 | von blottnitz andreas | sold | -1,019,540 | 226 | -4,500 | - |
Mar 04, 2024 | bliss timothy k | gifted | - | - | -9,000 | - |
Mar 01, 2024 | nottebohm olivia | sold | -239,091 | 241 | -989 | - |
Which funds bought or sold APPF recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
May 06, 2024 | TEACHER RETIREMENT SYSTEM OF TEXAS | reduced | -7.17 | 461,000 | 1,892,000 | 0.01% |
May 06, 2024 | Advisory Services Network, LLC | sold off | -100 | -173 | - | -% |
May 06, 2024 | Manchester Capital Management LLC | unchanged | - | 661 | 2,221 | -% |
May 06, 2024 | Parallel Advisors, LLC | reduced | -1.2 | 41,271 | 142,616 | -% |
May 06, 2024 | Envestnet Portfolio Solutions, Inc. | new | - | 307,438 | 307,438 | -% |
May 06, 2024 | HighTower Advisors, LLC | new | - | 281,000 | 281,000 | -% |
May 06, 2024 | Jefferies Financial Group Inc. | sold off | -100 | -547,890 | - | -% |
May 06, 2024 | Savant Capital, LLC | new | - | 587,488 | 587,488 | 0.01% |
May 06, 2024 | TEXAS PERMANENT SCHOOL FUND CORP | new | - | 4,415,170 | 4,415,170 | 0.04% |
May 06, 2024 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | new | - | 353,825 | 353,825 | -% |
Unveiling Appfolio Inc's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to Appfolio Inc)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
CRM | 268.8B | 34.9B | 64.99 | 7.71 | ||||
UBER | 146.2B | 37.3B | 77.47 | 3.92 | ||||
ADSK | 45.9B | 5.3B | 50.03 | 8.58 | ||||
ANSS | 28.4B | 2.2B | 65.29 | 12.74 | ||||
ZM | 18.7B | 4.5B | 29.32 | 4.13 | ||||
MID-CAP | ||||||||
APPF | 9.0B | 671.8M | 117.26 | 13.35 | ||||
LYFT | 6.4B | 4.4B | -18.78 | 1.45 | ||||
ALRM | 3.5B | 881.7M | 43.39 | 3.95 | ||||
AYX | 3.4B | 970.0M | -19.13 | 3.53 | ||||
AI | 3.0B | 296.4M | -10.99 | 10.07 | ||||
AGYS | 2.2B | 228.1M | 25.28 | 9.68 | ||||
SMALL-CAP | ||||||||
AVID | 1.2B | 413.5M | 92.02 | 2.88 | ||||
AEYE | 222.2M | 31.6M | -37.84 | 7.03 | ||||
APPS | 220.4M | 572.4M | -1.11 | 0.39 | ||||
ASUR | 188.2M | 117.7M | -19.08 | 1.6 |
Appfolio Inc News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Revenue | 9.1% | 187 | 172 | 165 | 147 | 136 | 124 | 125 | 117 | 105 | 96.00 | 96.00 | 89.00 | 79.00 | 72.00 | 84.00 | 81.00 | 72.00 | 67.00 | 68.00 | 64.00 | 57.00 |
Costs and Expenses | 6.8% | 153 | 144 | 166 | 148 | 163 | 144 | 133 | 147 | 120 | 103 | 96.00 | 88.00 | 85.00 | 75.00 | 81.00 | 75.00 | 70.00 | 67.00 | 64.00 | 61.00 | 57.00 |
S&GA Expenses | 13.7% | 24.00 | 22.00 | 30.00 | 27.00 | 29.00 | 30.00 | 26.00 | 27.00 | 25.00 | 20.00 | 19.00 | 18.00 | 16.00 | 15.00 | 15.00 | 14.00 | 15.00 | 14.00 | 13.00 | 13.00 | 11.00 |
R&D Expenses | 8.7% | 38.00 | 35.00 | 42.00 | 37.00 | 38.00 | 31.00 | 29.00 | 27.00 | 24.00 | 20.00 | 17.00 | 16.00 | 14.00 | 12.00 | 13.00 | 12.00 | 11.00 | 11.00 | 11.00 | 9.00 | 8.00 |
EBITDA Margin | 129.4% | 0.15* | 0.07* | -0.02* | -0.03* | -0.09* | -0.07* | -0.02* | -0.02* | 0.06* | 0.09* | 0.07* | 0.66* | 0.68* | 0.72* | 0.73* | 0.12* | 0.11* | 0.10* | 0.11* | 0.12* | 0.15* |
Interest Expenses | 24.5% | 3.00 | 2.00 | 2.00 | 1.00 | 1.00 | 1.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -0.85 | -0.56 | -0.49 | -0.33 | -0.40 | -0.43 | -0.50 |
Income Taxes | -331.1% | -1.58 | 1.00 | -24.97 | 20.00 | 10.00 | 1.00 | 1.00 | 0.00 | -0.28 | 7.00 | -0.16 | -0.32 | -5.53 | -1.06 | 53.00 | -13.50 | 0.00 | -4.59 | -1.25 | -21.30 | -4.30 |
Earnings Before Taxes | 19.9% | 37.00 | 31.00 | 1.00 | 1.00 | -25.15 | -19.19 | -3.22 | -29.73 | -14.57 | 5.00 | -0.30 | 2.00 | -5.05 | -1.55 | 190 | 6.00 | 2.00 | -0.16 | 4.00 | 2.00 | -0.56 |
EBT Margin | 711.1% | 0.10* | 0.01* | -0.07* | -0.09* | -0.15* | -0.14* | -0.10* | -0.09* | -0.02* | 0.00* | -0.02* | 0.57* | 0.60* | 0.63* | 0.65* | 0.04* | 0.03* | 0.02* | 0.03* | 0.04* | 0.08* |
Net Income | 27.7% | 39.00 | 30.00 | 26.00 | -18.90 | -35.11 | -19.70 | -4.16 | -29.97 | -14.29 | -1.33 | -0.14 | 2.00 | 0.00 | -0.51 | 138 | 19.00 | 2.00 | 4.00 | 5.00 | 23.00 | 4.00 |
Net Income Margin | 2514.0% | 0.11* | 0.00* | -0.08* | -0.15* | -0.18* | -0.14* | -0.11* | -0.11* | -0.04* | 0.00* | 0.01* | 0.43* | 0.50* | 0.51* | 0.54* | 0.11* | 0.13* | 0.14* | 0.14* | 0.16* | 0.09* |
Free Cashflow | 47.9% | 42.00 | 28.00 | 33.00 | -10.61 | 1.00 | 5.00 | 15.00 | 2.00 | -4.07 | 6.00 | 13.00 | 13.00 | -5.37 | 1.00 | 16.00 | 18.00 | -4.91 | 12.00 | 10.00 | 10.00 | -0.73 |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Assets | 7.3% | 439 | 409 | 379 | 351 | 371 | 381 | 385 | 375 | 400 | 408 | 407 | 399 | 379 | 389 | 386 | 320 | 293 | 260 | 234 | 226 | 201 |
Current Assets | 12.6% | 307 | 272 | 240 | 209 | 212 | 201 | 177 | 156 | 170 | 159 | 197 | 190 | 181 | 199 | 202 | 103 | 93.00 | 62.00 | 65.00 | 64.00 | 58.00 |
Cash Equivalents | 19.6% | 59.00 | 50.00 | 60.00 | 25.00 | 104 | 71.00 | 67.00 | 43.00 | 50.00 | 58.00 | 84.00 | 49.00 | 45.00 | 141 | 144 | 53.00 | 57.00 | 16.00 | 20.00 | 20.00 | 17.00 |
Net PPE | -2.3% | 28.00 | 28.00 | 27.00 | 27.00 | 26.00 | 26.00 | 28.00 | 28.00 | 31.00 | 30.00 | 28.00 | 27.00 | 27.00 | 26.00 | 27.00 | 26.00 | 23.00 | 15.00 | 10.00 | 8.00 | 7.00 |
Goodwill | 0% | 56.00 | 56.00 | 56.00 | 56.00 | 56.00 | 56.00 | 56.00 | 56.00 | 56.00 | 56.00 | 56.00 | 56.00 | 56.00 | 56.00 | 56.00 | 58.00 | 58.00 | 58.00 | 58.00 | 59.00 | 57.00 |
Liabilities | -10.8% | 100 | 112 | 116 | 125 | 130 | 116 | 113 | 110 | 111 | 111 | 116 | 112 | 93.00 | 104 | 102 | 176 | 169 | 128 | 108 | 108 | 106 |
Current Liabilities | -19.6% | 56.00 | 70.00 | 74.00 | 75.00 | 80.00 | 61.00 | 58.00 | 55.00 | 54.00 | 53.00 | 49.00 | 49.00 | 43.00 | 50.00 | 56.00 | 47.00 | 39.00 | 47.00 | 42.00 | 42.00 | 38.00 |
Long Term Debt | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 47.00 | 48.00 | 48.00 | 48.00 |
LT Debt, Current | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 2.00 | 2.00 | 1.00 | 1.00 | 1.00 | 1.00 |
LT Debt, Non Current | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 47.00 | 48.00 | 48.00 | 48.00 |
Shareholder's Equity | 14.1% | 339 | 297 | 263 | 226 | 241 | 266 | 272 | 265 | 289 | 297 | 292 | 287 | 286 | 286 | 285 | 145 | 125 | 132 | 125 | 118 | 95.00 |
Retained Earnings | 45.0% | 125 | 86.00 | 56.00 | 29.00 | 48.00 | 83.00 | 103 | 107 | 137 | 151 | 153 | 153 | 151 | 150 | 151 | 13.00 | -6.05 | -8.03 | -12.46 | -17.44 | -40.59 |
Additional Paid-In Capital | 1.4% | 240 | 237 | 233 | 223 | 219 | 210 | 197 | 186 | 179 | 172 | 165 | 160 | 161 | 161 | 159 | 157 | 157 | 162 | 159 | 157 | 157 |
Shares Outstanding | 1.3% | 36.00 | 36.00 | 36.00 | 36.00 | 35.00 | 35.00 | 35.00 | 35.00 | 35.00 | 35.00 | 35.00 | 35.00 | 34.00 | 34.00 | 34.00 | 34.00 | 34.00 | 34.00 | 34.00 | 34.00 | 34.00 |
Float | - | - | - | - | 4,352 | - | - | - | 2,136 | - | - | - | 2,963 | - | - | - | 2,870 | - | - | - | 1,786 | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Cashflow From Operations | 37.7% | 42,954 | 31,183 | 36,757 | -9,230 | 1,573 | 6,081 | 16,003 | 5,525 | -2,244 | 8,932 | 15,798 | 15,098 | -4,437 | 3,083 | 17,840 | 24,293 | 3,083 | 15,474 | 11,600 | 11,518 | 295 |
Share Based Compensation | 3.0% | 13,992 | 13,583 | 15,257 | 10,772 | 14,637 | 13,916 | 10,830 | 9,961 | 7,955 | 6,253 | 4,063 | 3,214 | 3,174 | 3,500 | 3,096 | 2,753 | 959 | 2,634 | 2,192 | 1,687 | 1,552 |
Cashflow From Investing | 30.7% | -23,037 | -33,231 | 4,309 | -62,948 | 36,288 | -1,383 | 8,611 | -8,414 | -5,280 | -36,693 | 20,294 | -6,870 | -87,190 | -6,031 | 171,254 | -24,441 | 5,729 | -19,146 | -9,951 | -5,085 | -55,692 |
Cashflow From Financing | -21.9% | -10,212 | -8,380 | -5,827 | -7,049 | -4,705 | -1,161 | -8.00 | -4,021 | -973 | 1,164 | -258 | -4,362 | -3,892 | -817 | -98,381 | -3,316 | 32,156 | -633 | -1,042 | -3,700 | -1,897 |
Buy Backs | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 4,194 | - | - | - | - |
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($) shares in Thousands, $ in Thousands | 3 Months Ended | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Mar. 31, 2024 | Mar. 31, 2023 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Income Statement [Abstract] | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Revenue | $ 187,430 | $ 136,100 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Costs and operating expenses: | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Cost of revenue (exclusive of depreciation and amortization) | [1] | 64,646 | 56,208 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Sales and marketing | [1] | 24,455 | 29,398 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Research and product development | [1] | 37,895 | 37,662 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
General and administrative | [1] | 21,132 | 31,691 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Depreciation and amortization | 5,212 | 7,671 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Total costs and operating expenses | 153,340 | 162,630 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Income (loss) from operations | 34,090 | (26,530) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Other income (loss), net | 0 | 20 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Interest income, net | 2,992 | 1,361 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Income (loss) before provision for income taxes | 37,082 | (25,149) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
(Benefit from) provision for income taxes | (1,581) | 9,961 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Net income (loss) | $ 38,663 | $ (35,110) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Net income (loss) per common share: | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Net loss per common share, basic (in dollars per share) | $ 1.07 | $ (0.99) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Net loss per common share, diluted (in dollars per share) | $ 1.05 | $ (0.99) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Weighted average common shares outstanding: | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Weighted average common shares outstanding, basic (in shares) | 36,087 | 35,443 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Weighted average common shares outstanding, diluted (in shares) | 36,674 | 35,443 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands | Mar. 31, 2024 | Dec. 31, 2023 |
---|---|---|
Current assets | ||
Cash and cash equivalents | $ 59,214 | $ 49,509 |
Investment securities—current | 184,298 | 162,196 |
Accounts receivable, net | 26,179 | 20,709 |
Prepaid expenses and other current assets | 36,975 | 39,943 |
Total current assets | 306,666 | 272,357 |
Property and equipment, net | 27,709 | 28,362 |
Operating lease right-of-use assets | 18,762 | 19,285 |
Capitalized software development costs, net | 18,974 | 21,562 |
Goodwill | 56,060 | 56,060 |
Other long-term assets | 10,599 | 11,263 |
Total assets | 438,770 | 408,889 |
Current liabilities | ||
Accounts payable | 1,531 | 1,141 |
Accrued employee expenses | 29,202 | 35,567 |
Accrued expenses | 13,531 | 21,723 |
Other current liabilities | 11,793 | 11,335 |
Total current liabilities | 56,057 | 69,766 |
Operating lease liabilities | 40,469 | 41,114 |
Other liabilities | 3,049 | 697 |
Total liabilities | 99,575 | 111,577 |
Commitments and contingencies (Note 8) | ||
Stockholders’ equity: | ||
Additional paid-in capital | 240,419 | 236,985 |
Accumulated other comprehensive Income (loss) | (115) | 99 |
Treasury stock | (25,756) | (25,756) |
Retained earnings | 124,643 | 85,980 |
Total stockholders’ equity | 339,195 | 297,312 |
Total liabilities and stockholders’ equity | 438,770 | 408,889 |
Class A common stock | ||
Stockholders’ equity: | ||
Common stock | 2 | 2 |
Class B common stock | ||
Stockholders’ equity: | ||
Common stock | $ 2 | $ 2 |
Mr. Shane Trigg | |
appfolioinc.com | |
Software - Apps | |
1785 |