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APPF vs. MSFT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between APPF and MSFT is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

APPF vs. MSFT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AppFolio, Inc. (APPF) and Microsoft Corporation (MSFT). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

APPF:

-0.28

MSFT:

0.34

Sortino Ratio

APPF:

-0.11

MSFT:

0.75

Omega Ratio

APPF:

0.98

MSFT:

1.10

Calmar Ratio

APPF:

-0.40

MSFT:

0.43

Martin Ratio

APPF:

-0.75

MSFT:

0.94

Ulcer Index

APPF:

15.29%

MSFT:

10.69%

Daily Std Dev

APPF:

40.92%

MSFT:

25.67%

Max Drawdown

APPF:

-55.37%

MSFT:

-69.39%

Current Drawdown

APPF:

-18.93%

MSFT:

-2.10%

Fundamentals

Market Cap

APPF:

$7.65B

MSFT:

$3.37T

EPS

APPF:

$5.37

MSFT:

$12.96

PE Ratio

APPF:

39.56

MSFT:

34.96

PEG Ratio

APPF:

5.30

MSFT:

2.13

PS Ratio

APPF:

9.28

MSFT:

12.47

PB Ratio

APPF:

16.53

MSFT:

10.46

Total Revenue (TTM)

APPF:

$824.47M

MSFT:

$270.01B

Gross Profit (TTM)

APPF:

$517.55M

MSFT:

$186.51B

EBITDA (TTM)

APPF:

$161.23M

MSFT:

$150.06B

Returns By Period

In the year-to-date period, APPF achieves a -11.27% return, which is significantly lower than MSFT's 8.19% return.


APPF

YTD

-11.27%

1M

0.45%

6M

-4.83%

1Y

-11.33%

5Y*

12.04%

10Y*

N/A

MSFT

YTD

8.19%

1M

22.47%

6M

10.10%

1Y

8.73%

5Y*

21.08%

10Y*

27.18%

*Annualized

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Risk-Adjusted Performance

APPF vs. MSFT — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

APPF
The Risk-Adjusted Performance Rank of APPF is 3232
Overall Rank
The Sharpe Ratio Rank of APPF is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of APPF is 3232
Sortino Ratio Rank
The Omega Ratio Rank of APPF is 3232
Omega Ratio Rank
The Calmar Ratio Rank of APPF is 2525
Calmar Ratio Rank
The Martin Ratio Rank of APPF is 3434
Martin Ratio Rank

MSFT
The Risk-Adjusted Performance Rank of MSFT is 6363
Overall Rank
The Sharpe Ratio Rank of MSFT is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of MSFT is 5858
Sortino Ratio Rank
The Omega Ratio Rank of MSFT is 5858
Omega Ratio Rank
The Calmar Ratio Rank of MSFT is 7070
Calmar Ratio Rank
The Martin Ratio Rank of MSFT is 6363
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.

APPF vs. MSFT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for AppFolio, Inc. (APPF) and Microsoft Corporation (MSFT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current APPF Sharpe Ratio is -0.28, which is lower than the MSFT Sharpe Ratio of 0.34. The chart below compares the historical Sharpe Ratios of APPF and MSFT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

APPF vs. MSFT - Dividend Comparison

APPF has not paid dividends to shareholders, while MSFT's dividend yield for the trailing twelve months is around 0.71%.


TTM20242023202220212020201920182017201620152014
APPF
AppFolio, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MSFT
Microsoft Corporation
0.71%0.73%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%2.48%

Drawdowns

APPF vs. MSFT - Drawdown Comparison

The maximum APPF drawdown since its inception was -55.37%, smaller than the maximum MSFT drawdown of -69.39%. Use the drawdown chart below to compare losses from any high point for APPF and MSFT. For additional features, visit the drawdowns tool.


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Volatility

APPF vs. MSFT - Volatility Comparison

AppFolio, Inc. (APPF) has a higher volatility of 23.48% compared to Microsoft Corporation (MSFT) at 8.98%. This indicates that APPF's price experiences larger fluctuations and is considered to be riskier than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

APPF vs. MSFT - Financials Comparison

This section allows you to compare key financial metrics between AppFolio, Inc. and Microsoft Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0020.00B40.00B60.00B80.00B20212022202320242025
217.70M
70.07B
(APPF) Total Revenue
(MSFT) Total Revenue
Values in USD except per share items

APPF vs. MSFT - Profitability Comparison

The chart below illustrates the profitability comparison between AppFolio, Inc. and Microsoft Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

60.0%65.0%70.0%20212022202320242025
63.5%
68.7%
(APPF) Gross Margin
(MSFT) Gross Margin
APPF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, AppFolio, Inc. reported a gross profit of 138.20M and revenue of 217.70M. Therefore, the gross margin over that period was 63.5%.

MSFT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Microsoft Corporation reported a gross profit of 48.15B and revenue of 70.07B. Therefore, the gross margin over that period was 68.7%.

APPF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, AppFolio, Inc. reported an operating income of 33.78M and revenue of 217.70M, resulting in an operating margin of 15.5%.

MSFT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Microsoft Corporation reported an operating income of 32.00B and revenue of 70.07B, resulting in an operating margin of 45.7%.

APPF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, AppFolio, Inc. reported a net income of 31.38M and revenue of 217.70M, resulting in a net margin of 14.4%.

MSFT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Microsoft Corporation reported a net income of 25.82B and revenue of 70.07B, resulting in a net margin of 36.9%.