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APPF

AppFolio ranks top 12% on fundamentals and top 15% on price trend

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By StockLens

October 9, 2026

2 min read

A synthesis of StockLens's multi-domain algorithmic analysis.

80
Solid
APPF

AppFolio Inc.

Source as of October 9, 2026

Domain Read

Fundamental
86
Exceptional domain read
Technical
83
Solid domain read
Risk
86
Exceptional domain read
Sentiment
56
Mixed Signals domain read
Macro
60
Mixed Signals domain read

Key takeaways

  • Return on invested capital is 27.5% over the trailing twelve months, above the 23.1% top-decile mark of its peer group of 71 global mid-cap companies in application software.
  • Shares stand 6.7% above their 200-session average (adjusted closes through Oct 8, 2026).
  • Revenue per share grew 206.9% over 5 years, above the 163.6% upper-quartile mark of its peer group of 68 global mid-cap companies in application software.

AppFolio's overall StockLens score ranks in the top 5%, with strength in both fundamentals (top 12%) and price trend (top 15%). The ranks cover the 2,156 US-listed companies StockLens analyzed on Oct 9, 2026.

What StockLens measured

Fundamentals

Operating margin is 17.5% and net profit margin 15.1% over the trailing twelve months, with the operating margin above the 15.9% upper-quartile mark of its peer group of 71 global mid-cap companies in application software.

Price trend

Shares are up 12.5% over the last 63 trading sessions.

Context from the record

Dated company events from public sources, listed for reference.

On July 23, 2026, the company said revenue for the second quarter of 2026 grew 19% year-over-year to $281 million.1 On July 23, 2026, the company said net cash provided by operating activities for the second quarter of 2026 was $88 million.1

How StockLens scores: every company is scored by the same quantitative engine across five domains (Fundamental, Technical, Risk, Sentiment, Macro), combined into one composite and read through the archetype lens that fits its business model.

This is not investment advice; it is an algorithmically generated analysis produced by StockLens's quantitative and agentic AI models.

Sources

Scores and grades reflect StockLens's proprietary model, as of October 9, 2026.

  1. Earnings release (Form 8-K, Exhibit 99.1), July 23, 2026 · AppFolio Inc. · Published July 23, 2026↩1↩2
How StockLens reads AppFolio Inc.

Core Tension

Signal tension

High Growth Negative Margins: High-growth classification conflicts with negative/deteriorating margins

Tempered factor

Current Ratio: Mitigated: Strong liquidity: Operating Cash Flow to Current Liabilities > 0.4

Tempered factor

Debt-to-Equity: Mitigated: Strong debt service capability: Interest Coverage Ratio > 3.0

Tempered factor

Asset Turnover: Mitigated: Efficient asset utilization: Improving Asset Turnover YoY AND Fixed Asset Turnover > Total Asset Turnover

Uncertainty

Sentiment carries lower confidence than the headline read.

Analyze APPF in StockLens

Run a fresh StockLens analysis of AppFolio Inc. (APPF).

Tags

APPF
Technology
Software - Application
Deep Dive

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