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AppFolio, Inc.

NASDAQ•APPF
執行長: Mr. Shane Trigg
板塊: Technology
行業: Software - Application
上市日期: 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.
聯絡資訊
70 Castilian Drive, Goleta, CA, 93117, United States
805-364-6093
www.appfolioinc.com
市值
$5.35B
本益比 (TTM)
37.9
59.9
股息率
--
52周最高
$326.04
52周最低
$142.73
52周範圍
3%
排名27Top 14.4%
5.4
F-Score
改良版 Piotroski 分析
基於 10 年期基本面
一般 • 5.4 / 9 分
評分區間 (0-9)
8-9: 價值優異
6-7: 基本面強勁
4-5: 整體穩健
0-3: 表現疲弱
資料區間: 2016-2025

財務儀表板

Q4 2025 數據

營業收入

$248.19M-100.00%
近4季度走勢

每股收益

$1.11-60.64%
近4季度走勢

自由現金流

$63.68M+75.07%
近4季度走勢

2025 Annual 財報亮點

核心亮點

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.

關注風險

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.

未來展望

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.

同行對比

營業收入 (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%

毛利率 (最新季度)

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

關鍵指標

股票代碼
市值
本益比 (TTM)
股東權益報酬率 (TTM)
負債率
IDCC$9.06B22.338.5%24.5%
MTCH$7.84B12.7-275.4%89.1%
MANH$7.55B34.476.6%13.4%

長期趨勢

近4季度
營業收入
淨利
營運現金流
4季度營業收入複合增長率
4.5%
溫和增長
4季度淨利複合增長率
8.3%
盈利能力逐步提升
現金流穩定性
100%
現金流表現優異

深度研究

下次財報:2026年4月22日
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