Nama Insights

AppFolio (APPF)

Technology · Software Application · NASDAQ

AppFolio (APPF) is a Technology company in the Software Application industry. It has a market capitalization of $8.18B, a trailing price-to-earnings ratio of 35.3 and a free-cash-flow yield of 2.8%. Over the most recent reported fiscal year, revenue grew 19.7% and free cash flow per share grew 31.8%. Nama's AI scorecard rates it Strong Buy, 8.7 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Strong Buy · 8.7/10
The top band of the Fundamental Verdict (8.6–10). As of Nov 7, 2026.
Momentum
Trailing · -21.3% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-29.2%
How far the last close sits under the highest price of the past five years.
Market cap$8.18B
Trailing P/E35.3
Price / book14.0
Price / sales7.5
FCF yield2.8%
Dividend yield—
Gross margin63.8%
Operating margin18.8%
Net margin15.6%
Revenue growth (YoY)+19.7%
Revenue growth (3-yr annual)+26.3%
EPS growth (YoY)+20.4%
FCF/share growth (YoY)+31.8%
Beta0.9
ExchangeNASDAQ
SectorTechnology
IndustrySoftware Application

APPF earnings

Next report: Jan 28, 2027 (Q4 2026, EPS estimate $1.72). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 22, 2026 $1.82 $1.79 +1.7% $295.69M
Q2 2026 Jul 23, 2026 $1.71 $1.69 +1.2% $281.12M
Q1 2026 Apr 23, 2026 $1.61 $1.47 +9.5% $262.21M
Q4 2025 Jan 29, 2026 $1.39 $1.25 +11.2% $248.19M

APPF analyst price target

Median target $245.00 from 8 analysts, ranging $217.29 – $280.00.

Software Application peers

TickerCompanyMarket capP/E
SAP SAP $269.45B 29.7
SHOP Shopify $191.58B 85.1
CRM Salesforce $175.83B 12.7
UBER Uber Technologies $140.05B 40.6
ADP Automatic Data Processing $119.75B 26.5
NOW ServiceNow $105.84B 26.9
SNOW Snowflake $97.33B 195.7
ADBE Adobe $93.14B 10.1
Explore live APPF data on Nama Insights →

Recent Congressional trades

AppFolio trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Gilbert Cisneros House Sell $1,001 - $15,000 Mar 9, 2026
Lisa McClain House Sell $1,001 - $15,000 Nov 21, 2025
Lisa McClain House Sell $1,001 - $15,000 Nov 21, 2025
Lisa McClain House Buy $1,001 - $15,000 Sep 12, 2025
Josh Gottheimer House Sell $1,001 - $15,000 May 14, 2025
Rob Bresnahan House Sell $1,001 - $15,000 Feb 13, 2025
Byron Donalds House Sell $1,001 - $15,000 Nov 7, 2024
Byron Donalds House Sell $1,001 - $15,000 Nov 7, 2024
Josh Gottheimer House Sell $1,001 - $15,000 Nov 6, 2024
Josh Gottheimer House Sell $1,001 - $15,000 Jul 9, 2024

APPF FAQ

Is APPF a buy?
Nama's AI scorecard currently rates AppFolio Strong Buy (8.7 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is APPF's P/E ratio?
AppFolio trades at a trailing price-to-earnings ratio of 35.3.
When does APPF report earnings?
AppFolio's next scheduled report is on Jan 28, 2027. Analysts expect EPS of $1.72.
What is the APPF price target?
The median analyst price target from 8 analysts is $245.00, with a range of $217.29 – $280.00.
Is APPF Shariah compliant?
Nama's AAOIFI-style screen reads AppFolio as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.