Added to YB: 2025-03-03
Pitch date: 2025-02-27
APPF [bullish]
AppFolio, Inc.
+5.96%
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
$8.9B
Pitch Price
$211.89
Price Target
N/A
Dividend
N/A
EV/EBITDA
59.22
P/E
44.40
EV/Sales
9.65
Sector
Software
Category
growth
Quick Pitch #2: AppFolio ($APPF) and The Future of Property Management
APPF: Cloud-based property management software leader. 28% 3-yr CAGR, expanding margins. AI-driven tools (LISA, Smart Maintenance) differentiate from legacy competitors. 8.7M units managed. Strong retention, high switching costs. Risks: competition, real estate cyclicality. Trading at 9x fwd EV/S. Massive TAM, industry tailwinds support growth.
Read full article (4 min)