Professional
Added to YB: 2026-03-11
Pitch date: 2026-03-09
APPF [neutral]
AppFolio, Inc.
-6.55%
current return
Author Info
No bio for this author
Company Info
AppFolio, Inc., together with its subsidiaries, provides cloud-based platform for the real estate industry in the United States.
Market Cap
$6.9B
Pitch Price
$188.46
Price Target
N/A
Dividend
N/A
EV/EBITDA
38.58
P/E
49.27
EV/Sales
7.01
Sector
Software
Category
growth
iMGP Small Company Fund Portfolio Holding: AppFolio, Inc.
APPF (holding update): Cloud software for SMB property managers. Q4 margins contracted on bonus accrual tied to new unit adds—high lifetime value customers. Investor Day reinforced solution expansion capability. Mgmt discipline key. Stock pressured by EliseAI competition concerns, but APPF launching comparable AI in 2026. As system of record w/ unit-based pricing & strong product execution, controls AI destiny long-term.
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