Added to YB: 2026-09-14
Pitch date: 2026-09-10
APPF [bullish]
AppFolio, Inc.
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
$7.3B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
35.48
P/E
46.87
EV/Sales
6.82
Sector
Software
Category
growth
3 High-Quality-Growth Software Names Still Flying Under the Radar - AppFolio, Inc.
APPF: AppFolio’s comprehensive residential property-management platform serves 22,700 customers and 9.6 million units, with embedded workflows creating high switching costs and multiple monetization paths. Units and customers grew 8% and 6%, while only about one-third of units use higher-priced Plus or Max tiers. Shares trade 25.6%-34.2% below historical P/S averages, but 78% of revenue depends on variable value-added services and competition limits the moat.
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