APPF — Stock Film
STOCK FILMSCENE 1/11APPF · $218
Stock Expert AI presents
APPF
AppFolio, Inc
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
AppFolio, Inc. A quick introduction.

On the stock market since 2015, it operates in the world of technology. It has 1,634 employees. Now — the numbers.

on the stock market since 2015
1,634 employees
$6.2B market value
Revenue last year:
$0
The net profit left over:
$0
Out of every $100 in sales, $15 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 15%

This is an established company with proven profits.

WHERE DOES THE MONEY COME FROM?
76%Value Added Services
Value Added Services 76%Subscription Services 22%Other Services 2%
76% of all revenue comes from a single line: Value Added Services.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

THE SALES TREND
Sales are growing, year after year.

Average growth of 28% a year over the last 4 years. Red columns mark years that ended in a loss.

$359.4M
2021
$471.9M
2022
$620.4M
2023
$794.2M
2024
$950.8M
2025
Cash on hand:
$0
Total debt:
$0
The cash outweighs the debt.

If every debt were paid off today, $180.0M would still be left in the vault — a solid cushion for hard times.

INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
93
very strong

Profit power and business quality lead the class.

FINANCIAL STRENGTH
94
very strong

Debt is low and cash is strong; the finances stand solid.

VALUATION
46
weak

Clearly below the class average.

PRICE MOMENTUM
71
strong

Clearly above the class average — a step short of the very top.

WORTH WATCHING

Valuation: The stock trades at a price that looks expensive next to its earnings; that can cap future returns.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 32% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/2
Sales keep climbing

Over the last 3 years, sales grew about 26% a year on average.

2
THE BRIGHT SIDE · 2/2
Strong cash, light debt

There is $251.5M in the vault; even if every debt were paid off, $180.0M would remain.

1
THE RISKS · 1/2
A rich price tag

The company’s market value is 44 times its annual profit. Even a small disappointment could hit the price hard.

2
THE RISKS · 2/2
Executives lean toward selling

Over the last 12 months, executives reported 500 sells against just 25 buys. Not an alarm bell by itself, but a number worth watching.

FINALE · THE GRADE
A
0 / 100 · MoonshotScore

On our five-subject report card, APPF sits near the top of the class. A high grade doesn’t mean “guaranteed win” — it means “the evidence looks strong for now.”

The takeaway: APPF is an established business that has proven its profits for years. The real debate isn’t the quality of the business — it’s whether the price paid for the stock is too high.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

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This was a film — not investment advice.
Data: FMP & company filings
Aug 21, 2026 · stockexpertai.com · Stock Film