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AppFolio, Inc. (APPF)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US03783C1009

CUSIP

03783C100

Sector

Technology

IPO Date

Jun 26, 2015

Highlights

Market Cap

$8.30B

EPS (TTM)

$3.61

PE Ratio

63.31

PEG Ratio

5.30

Total Revenue (TTM)

$762.37M

Gross Profit (TTM)

$485.33M

EBITDA (TTM)

$165.60M

Year Range

$164.29 - $274.56

Target Price

$272.17

Short %

2.35%

Short Ratio

1.80

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
APPF vs. APP APPF vs. SPY APPF vs. SMCI APPF vs. KD APPF vs. MSFT APPF vs. CRWD APPF vs. COST APPF vs. TWLO APPF vs. TECL
Popular comparisons:
APPF vs. APP APPF vs. SPY APPF vs. SMCI APPF vs. KD APPF vs. MSFT APPF vs. CRWD APPF vs. COST APPF vs. TWLO APPF vs. TECL

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in AppFolio, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-20.00%-15.00%-10.00%-5.00%0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
-2.75%
11.50%
APPF (AppFolio, Inc.)
Benchmark (^GSPC)

Returns By Period

AppFolio, Inc. had a return of 33.14% year-to-date (YTD) and 17.37% in the last 12 months.


APPF

YTD

33.14%

1M

14.98%

6M

-2.75%

1Y

17.37%

5Y (annualized)

16.50%

10Y (annualized)

N/A

^GSPC (Benchmark)

YTD

24.05%

1M

1.08%

6M

11.50%

1Y

30.38%

5Y (annualized)

13.77%

10Y (annualized)

11.13%

Monthly Returns

The table below presents the monthly returns of APPF, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202426.56%10.41%1.92%-8.09%0.68%7.12%-9.44%4.75%1.47%-11.69%33.14%
20236.60%17.56%-5.74%12.16%2.53%20.25%4.91%6.74%-5.26%2.70%0.90%-8.46%64.40%
2022-4.79%-1.84%0.06%-8.26%-3.54%-9.52%12.32%-0.42%3.29%19.72%-9.00%-7.63%-12.95%
2021-15.12%7.34%-13.78%2.28%-6.73%4.68%0.28%-16.60%1.95%9.38%-8.50%0.47%-32.76%
202019.55%-6.44%-9.77%-0.98%44.28%2.65%-14.44%20.69%-15.60%0.75%14.04%10.50%63.75%
20196.91%14.17%9.85%22.30%-0.73%6.09%-5.59%2.30%-3.68%2.20%16.14%-2.63%85.66%
20182.05%-5.31%1.87%17.38%23.46%3.29%18.07%18.28%-8.20%-27.17%7.34%-3.38%42.70%
2017-5.03%9.71%9.46%-2.39%7.91%13.79%7.21%22.75%11.77%-4.28%-5.99%-3.82%74.00%
2016-8.22%-12.69%4.62%2.45%11.64%3.29%11.20%14.55%5.54%-2.01%14.96%8.90%63.36%
20150.14%5.25%7.88%5.25%3.92%-6.40%-10.92%3.69%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of APPF is 57, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of APPF is 5757
Combined Rank
The Sharpe Ratio Rank of APPF is 5555
Sharpe Ratio Rank
The Sortino Ratio Rank of APPF is 5555
Sortino Ratio Rank
The Omega Ratio Rank of APPF is 5353
Omega Ratio Rank
The Calmar Ratio Rank of APPF is 6464
Calmar Ratio Rank
The Martin Ratio Rank of APPF is 5757
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for AppFolio, Inc. (APPF) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for APPF, currently valued at 0.33, compared to the broader market-4.00-2.000.002.004.000.332.46
The chart of Sortino ratio for APPF, currently valued at 0.98, compared to the broader market-4.00-2.000.002.004.000.983.31
The chart of Omega ratio for APPF, currently valued at 1.12, compared to the broader market0.501.001.502.001.121.46
The chart of Calmar ratio for APPF, currently valued at 0.53, compared to the broader market0.002.004.006.000.533.55
The chart of Martin ratio for APPF, currently valued at 1.28, compared to the broader market-10.000.0010.0020.0030.001.2815.76
APPF
^GSPC

The current AppFolio, Inc. Sharpe ratio is 0.33. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of AppFolio, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
0.33
2.46
APPF (AppFolio, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


AppFolio, Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-14.58%
-1.40%
APPF (AppFolio, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the AppFolio, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the AppFolio, Inc. was 55.37%, occurring on May 11, 2022. Recovery took 293 trading sessions.

The current AppFolio, Inc. drawdown is 14.58%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-55.37%Dec 29, 2020345May 11, 2022293Jul 13, 2023638
-41.35%Feb 20, 202018Mar 16, 202049May 26, 202067
-41.04%Oct 12, 2015100Mar 4, 2016134Sep 14, 2016234
-40.17%Sep 14, 201833Oct 30, 2018117Apr 22, 2019150
-28.87%Jul 24, 202466Oct 24, 2024

Volatility

Volatility Chart

The current AppFolio, Inc. volatility is 13.38%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%JuneJulyAugustSeptemberOctoberNovember
13.38%
4.07%
APPF (AppFolio, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of AppFolio, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of AppFolio, Inc. compared to its peers in the Software - Application industry.


PE Ratio
200.0400.0600.0800.01,000.01,200.01,400.063.3
The chart displays the price to earnings (P/E) ratio for APPF in comparison to other companies of the Software - Application industry. Currently, APPF has a PE value of 63.3. This PE ratio falls in the average range for the industry.
PEG Ratio
-10.0-5.00.05.05.3
The chart displays the price to earnings to growth (PEG) ratio for APPF in comparison to other companies of the Software - Application industry. Currently, APPF has a PEG value of 5.3. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for AppFolio, Inc..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items