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Unless otherwise stated in this Annual Report, references to "AppFolio," "we," "us," and "our" refer to AppFolio, Inc. and its consolidated subsidiaries. Overview Founded in 2006, AppFolio is a technology leader powering the future of real estate.
16.08% operating margin is respectable but not wide. ROIC at 23.25%. Suggests the business covers its cost of capital, but doesn't point to a wide moat.
Revenue grew 19.7%, still solid.
Insufficient data to identify specific risks. Treat any missing metrics as a data gap, not a clean bill of health.
Profitability & Returns
Revenue (TTM)
$995M
▲ +19.7% YoY
Net Income (TTM)
$152M
▼ -30.9% YoY
Op. Margin
17.07%
▼ -1.0pp YoY
ROIC
27.23%
▼ -0.5pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$235M
▲ +28.4% YoY
Op. Cash Flow (TTM)
$238M
▲ +28.7% YoY
Net Debt
-$115M
Net Cash Position
Cash & Equiv.
$152M
5Y CAGR: +25.1%
5Y CAGR: +52.2%
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