Added to YB: 2025-08-05
Pitch date: 2025-08-02
APPF [neutral]
AppFolio, Inc.
-45.19%
current return
Author Info
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Company Info
AppFolio, Inc., together with its subsidiaries, provides cloud-based platform for the real estate industry in the United States.
Market Cap
$6.1B
Pitch Price
$321.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
33.92
P/E
43.50
EV/Sales
6.16
Sector
Software
Category
growth
AppFolio: 2Q25 Business Update
APPF (earnings update): Strong Q2 with 19% rev growth to $945M FY. 8.9M units on platform, $8/unit. Realm-X AI leading industry, increases rent collections 56%. Margins at 17% (-110bps) due to S&M investment. Executing well in SMB but faces challenges in large property segment vs Yardi. Stack Marketplace (80+ partners) drives stickiness. Now at 12.3x rev, up from 8x in May.
Read full article (5 min)