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APPF Technology Latest YouTube: Q2 2026 Published 2026-07-24

AppFolio, Inc.

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

AppFolio: Beat, Raised, Crossed $1B — Yet Near 52-Week Lows; Our Call: BUY (APPF Q2 2026)

Published 2026-07-24

Library coverage

Episodes tracked
3
Episodes linked
3
Latest video
Q2 2026
2026-07-24
Podcast available
Yes
Current price
$224.40
+5.55 (+2.54%)
Trailing / Forward P/E
51.00x
Forward: 26.62x
Market cap / Volume
Volume:
Revenue / Earnings Growth
19.3%
Earnings: 18.2%
Margins
18.8% op
Gross: 63.5% · Net: 15.1%
Balance sheet
3.83x current
Debt / Equity: 6.8
52-week range / Beta
$142.56 - $288.73
Beta: 0.81
Analyst target
$231.04
Upside: 3.0%
Cash / shareholder return
2.50% FCF yield
Dividend yield: —

Company context

Industry: Software - Application
Country: United States
Employees:
Price to book: 15.11x
Return on equity: 32.1%
AppFolio, Inc., together with its subsidiaries, provides cloud-based platform for the real estate industry in the United States. The company provides a cloud-based platform that assist with accounting, reporting, marketing, leasing, maintenance, workflow automation, and communication services. It offers AppFolio Property Manager Core, a platform that provides the accounting functionalities for small property management companies, as well as serves as a system of record; AppFolio Property Manager Plus, which offers affordable housing and student housing, advanced accounting, advanced data analysis, and read-only API access services; and AppFolio Property Manager Max that provides customer relationship management tools and full database access through a read and write application programming interface services. The company also provides value-added services, such as electronic payment, tenant screening, maintenance, business optimization, resident, and risk mitigation services. It serves property managers, property investors, potential residents, residents, and vendors. AppFolio, Inc. was incorporated in 2006 and is headquartered in Santa Barbara, California.

Price chart

Market context for APPF

Competitive view

APPF vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

AppFolio, Inc. latest YouTube video thumbnail YouTube
AppFolio, Inc.
APPF
Latest video
Q2 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Intel Corporation latest YouTube video thumbnail YouTube
Intel Corporation
INTC
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Microsoft Corp. latest YouTube video thumbnail YouTube
Microsoft Corp.
MSFT
Latest video
Q4 FY2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
APPF
$7.95B
AppFolio, Inc.
INTC
$476.12B
Intel Corporation
MSFT
$3.59T
Microsoft Corp.
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
APPF
51.0x
AppFolio, Inc.
INTC
Intel Corporation
MSFT
26.9x
Microsoft Corp.
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
APPF
26.6x
AppFolio, Inc.
INTC
44.1x
Intel Corporation
MSFT
20.5x
Microsoft Corp.
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
APPF
19.3%
AppFolio, Inc.
INTC
25.4%
Intel Corporation
MSFT
17.7%
Microsoft Corp.
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
APPF
18.2%
AppFolio, Inc.
INTC
Intel Corporation
MSFT
31.7%
Microsoft Corp.
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
APPF
18.8%
AppFolio, Inc.
INTC
12.2%
Intel Corporation
MSFT
45.1%
Microsoft Corp.
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
APPF
63.5%
AppFolio, Inc.
INTC
38.9%
Intel Corporation
MSFT
67.9%
Microsoft Corp.
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
APPF
15.1%
AppFolio, Inc.
INTC
-19.8%
Intel Corporation
MSFT
40.3%
Microsoft Corp.
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
APPF
32.1%
AppFolio, Inc.
INTC
-10.7%
Intel Corporation
MSFT
34.0%
Microsoft Corp.
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
APPF
2.5%
AppFolio, Inc.
INTC
1.0%
Intel Corporation
MSFT
0.5%
Microsoft Corp.
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
APPF
6.80x
AppFolio, Inc.
INTC
49.00x
Intel Corporation
MSFT
29.12x
Microsoft Corp.
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
APPF
3.83x
AppFolio, Inc.
INTC
1.60x
Intel Corporation
MSFT
1.23x
Microsoft Corp.
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
APPF
0.81
AppFolio, Inc.
INTC
2.24
Intel Corporation
MSFT
1.10
Microsoft Corp.
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
APPF
AppFolio, Inc.
INTC
Intel Corporation
MSFT
0.8%
Microsoft Corp.
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
APPF
3.0%
AppFolio, Inc.
INTC
27.5%
Intel Corporation
MSFT
17.8%
Microsoft Corp.

Episode timeline

Episode archive for APPF

Each row is one earnings episode with every verified platform link available.

Q2 2026
Episode live
2026-07-24
Published youtube podcast complete
AppFolio: Beat, Raised, Crossed $1B — Yet Near 52-Week Lows; Our Call: BUY (APPF Q2 2026)
Quarterly earnings-analysis entry for AppFolio, Inc.. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode live
2026-04-24
Published youtube complete
APPF Stock: 20% Revenue Growth — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for AppFolio, Inc.. Use the links on the right to open the video or podcast episode.
Deep Dive
Episode live
2026-04-24
Published podcast complete
Charged Alpha | AppFolio Inc. (APPF) | S&P 500 Deep Dive — Ep. 191
Quarterly earnings-analysis entry for AppFolio, Inc.. Use the links on the right to open the video or podcast episode.