logo
logo
APPF stock ticker logo

AppFolio, Inc.

NASDAQ•APPF
CEO: Mr. Shane Trigg
セクター: Technology
業種: Software - Application
上場日: 2015-06-26
AppFolio, Inc., together with its subsidiaries, provides cloud business management solutions for the real estate industry in the United States. The company provides a cloud-based platform that enables users to automate and optimize common workflows; tools that assist with leasing, maintenance, and accounting; and other technology and services offered by third parties. It offers AppFolio Property Manager Core, a platform that provides the basic functionalities required to operate a property management business, as well as serves as a system of record; AppFolio Property Manager Plus, which offers housing management, student housing management, complex accounting, leasing insights, large-scale operations support, role-based permissions, stack integrations, and enhanced customer support services; AppFolio Property Manager Max offers customer relationship management functionality, field customization, customer database functionality, and customer success management services; and AppFolio Investment Manager, a software that provides investment management, asset management, and relationship management solutions. The company 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 Goleta, California.
連絡先情報
70 Castilian Drive, Goleta, CA, 93117, United States
805-364-6093
www.appfolioinc.com
時価総額
$6.83B
PER (TTM)
48.4
62.2
配当利回り
--
52週高値
$326.04
52週安値
$161.13
52週レンジ
17%
順位27Top 14.4%
5.4
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.4 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$248.19M-100.00%
直近4四半期の推移

EPS

$1.11-60.64%
直近4四半期の推移

フリーCF

$63.68M+75.07%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Revenue Growth Strong Total revenue reached $950.8M USD, marking a 20% increase driven by higher usage of Value Added Services.
Units Under Management Property management units under management grew 8% year-end to 9.4 million active or committed units.
Operating Cash Flow Net cash provided by operating activities totaled $242.1M USD, significantly higher than $188.2M USD provided in 2024.
Capital Allocation Strategy Board authorized $300.0M stock repurchase program; $50.0M spent in Q2 2025, leaving $250.0M available.

リスク要因

Operating Margin Compression GAAP operating margin fell to 16.1% in 2025 from 17.1% in 2024, indicating cost pressures relative to revenue growth.
Regulatory Compliance Risks Evolving laws governing tenant screening and electronic payments create litigation risk, potential fines, and mandatory business practice adjustments.
Third-Party Service Disruption Reliance on third-party payment processors lacks long-term contracts; failure could cause significant operational disruptions and adversely affect results.
AI Adoption and Competition Intense competition requires rapid, costly AI innovation; failure to keep pace risks market share loss and competitive disadvantage.

見通し

2026 Revenue Projection Expect total revenue growth for 2026 from adding new customers and increased adoption and usage of Value Added Services.
Expense Management Focus Expect Cost of Revenue and Sales/Marketing expenses to remain flat as percentage of revenue for fiscal year 2026.
Differentiate Through Technology Strategy focuses on creating differentiated product experiences using advanced technologies like Realm and integrated AI capabilities.
Customer Growth Strategy Focus on attracting larger, complex property management customers by providing sophisticated, single-platform solutions for expansion.

同業比較

売上高 (TTM)

LYFT stock ticker logoLYFT
$6.32B
+9.2%
OTEX stock ticker logoOTEX
$5.20B
-3.4%
MTCH stock ticker logoMTCH
$3.49B
+0.2%

粗利益率 (最新四半期)

CVLT stock ticker logoCVLT
81.1%
-0.4pp
IDCC stock ticker logoIDCC
79.6%
+3.4pp
PEGA stock ticker logoPEGA
79.5%
+2.0pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
IDCC$9.36B23.038.5%24.5%
MANH$8.86B40.176.6%13.4%
PEGA$8.03B20.460.1%4.7%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
4.5%
緩やかな成長
4四半期純利益CAGR
8.3%
収益性の着実な向上
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年4月22日
|
EPS:-
|
売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし