AppFolio, Inc. (APPF) Stock

AppFolio, Inc. (APPF) is a Technology stock trading at $218.71 (as of 2026-08-20), with a market capitalization of $7.76B and a trailing P/E of 48.5. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

AppFolio, Inc., together with its subsidiaries, provides cloud business management solutions for the real estate industry. The company offers AppFolio Property Manager, a platform to leverage process automation, easy to use interface, and the optimization of common workflows for property management companies, as well as completes and records critical transactions in the system and give its customers access to the data they need to run their business; AppFolio Property Manager Plus, which offers customizable workflows that allow customers to digitize their existing processes, performance insights, intelligent revenue management, and integrations through selected partners and dedicated strategic account managers; and AppFolio Investment Management, a solution that is designed to enable real estate investment management organizations to manage investor relationships through enhancing transparency and streamlining certain business processes. It also provides value added services that are designed to enhance, automate, and streamline processes and workflows for property management businesses, such as electronic payment, tenant screening, and insurance services. AppFolio, Inc. was incorporated in 2006 and is headquartered in Santa Barbara, California.

Understand AppFolio, Inc.: how it makes money

AppFolio provides cloud software for real estate property management, selling solutions like AppFolio Property Manager and Property Manager Plus, and it makes money through subscription-like solution revenue across core, value-added, and additional service lines.

Because Value-Added Services Revenue is the largest revenue bucket (0.2B) alongside a large installed base of property management units under management, the profit engine is likely scaling higher-value offerings on top of AppFolio's ongoing customer and unit footprint, not just selling baseline core software.

Revenue by segment (latest quarter)
Value-Added$0.2B
Core$0.1B
Cost$0.0B
Call$0.0B

Business quality (Strong): Segment revenue is broken out by solution type (including Value-Added Services Revenue), and the operating dashboard includes scale metrics (Ending Units Under Management and Ending Customers) plus adoption indicators (AI-powered solution usage).

Valuation: Trades at 38× trailing earnings · $6B market cap.

Bull case

  • Large, measurable scale: AppFolio reports 9.5M Ending Units Under Management and 22,520 Ending Customers, giving investors a direct way to track growth or contraction in its customer base.
  • Meaningful contribution from higher-value offerings: Value-Added Services Revenue is 0.2B, which is larger than Core Solutions Revenue (0.06B), suggesting revenue mix matters for results.
  • AI adoption is broadly reported: Customers Using One or More AI-Powered Solutions is 96%, and Customers Utilizing AI-Powered Solutions Since Beginning of 2025 is also 96%.

Bear case

  • Value-added reliance: If Value-Added Services Revenue (0.2B) slows, overall results could be pressured because it is the largest segment in the provided breakdown.
  • Operating risk tied to unit and customer retention: If Ending Units Under Management or Ending Customers decline, it could indicate customer churn or slower new customer additions, which would directly affect the scale metrics investors track.
  • Execution risk in monetizing add-ons: Other segment lines (Cost Solutions Revenue 0.03B, Call Solutions Revenue 0.03B) are smaller, so any disruption in how these solutions are adopted or delivered could limit upside.
Valuation — source: SEC EDGAR (first-party)
Price$218.71
Market Cap$7.76B
P/E Ratio48.5
EV / EBITDA33.2
Price / Book14.74
Price / Sales7.35
FCF Yield4.7%
DCF Value (model)$107.04
DCF Upside vs Price-51.1%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$950.82M
Net Margin14.8%
Revenue Growth (YoY)19.7%
EPS Growth (YoY)-30.6%
FCF Growth (YoY)28.4%
Financial Health — source: SEC EDGAR
Altman Z-Score35.98 (safe)
Valuation vs Sector & Industry
Stock P/E48.5
Sector P/E (Technology)33.9
Industry P/E (Business Services)30.0
vs Sector42.8%
vs Industry61.8%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($595.69M)
Institutional Holders Tracked10
Congressional Trades (recent)10
Company
SectorTechnology
IndustryBusiness Services
CEOShane Trigg
Employees1,634
CountryUS
IPO Date2015-06-26

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APPF earnings history · APPF institutional & insider holders · APPF KPIs & operating metrics · APPF financials · APPF investor presentations & press releases · APPF SEC filings · APPF peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.