APPF · Appfolio Inc
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Net cash provided by operating activities | 88M | Q2 2026 | — |
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| Non-GAAP income from operations non-GAAP | 147.78M | Six Months Ended June 30, 2026 | — |
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GAAP → non-GAAP reconciliationGAAP GAAP income from operations 52.98M
+20.47M Stock-based compensation expense
+241K Amortization of stock-based compensation capitalized in software development costs
+2.56M Amortization of purchased intangibles
= Non-GAAP income from operations 76.25M
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| Non-GAAP net income non-GAAP | 118.22M | Six Months Ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP net income 41.54M
+20.47M Stock-based compensation expense
+241K Amortization of stock-based compensation capitalized in software development costs
+2.56M Amortization of purchased intangibles
-4.22M Income tax effect of adjustments
= Non-GAAP net income 60.59M
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| Non-GAAP operating margin non-GAAP | 27.2% | Six Months Ended June 30, 2026 | — |
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| Total units under management | 9.6M | Q2 2026 | — |
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| Repurchased shares of Class A common stock | 703K | Q1 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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APPF
this stock
Appfolio Inc
|
$7.22B | -7.5% | +19.7% | 46.6 | 7.1% |
|
SAP
Sap SE
|
$245.04B | -11.2% | — | — | 0.7% |
|
SHOP
Shopify Inc.
|
$189.32B | -8.9% | +30.1% | 98.8 | 1.6% |
|
CRM
Salesforce, Inc.
|
$160.64B | -22.2% | +25.9% | 22.7 | 3.6% |
|
UBER
Uber Technologies, Inc
|
$152.50B | -4.5% | +18.3% | — | 2.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| APPF | +9.4% | +32.7% | +21.8% | +19.4% | -7.5% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | +9.8% | +29.8% | +10.3% | +16.5% | -20.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.