Why does APPF lag the market?
Up 5.4% today, while its tech peers are down 2.1%; no story names it yet.
Lags the market
Up 16% over three years while the S&P 500 rose 89%.
- Its 5 peers' median return over three years was +22%,
APPF's Quality Score fell 1 point on Mon, Nov 2, to 13. It closed away from its high of the day (2 chart checks stopped).
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Up 5.4% today, while its tech peers are down 2.1%; no story names it yet.
Lags the market
Up 16% over three years while the S&P 500 rose 89%.
| The company | Sales up 21% on the year |
| Latest filing | 8-K, Oct 22 |
TodayNo story names it yet.
After its last 4 reports it closed +0.1% on average, higher 2 of 4 times.
Above Averagefor quality, not price, 6 of 14 chart checks firingWhat the Quality Score means
APPF is #40 of 271 by Quality Score.
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Net income over four quarters: APPF $158M, TYL $325M, GWRE $139M, ALRM $117M.
Expected to report Thu Jan 28, after the close (in 87 days). Expected.
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
Sales of $295.7M, 19% more than a year ago; a profit of $1.29 a share, from $0.93.
APPF's results filing gives no sales by line in a table we read.
| Measure | Figure |
|---|---|
| Revenue | $1.122B to $1.127B |
Sales grew 25% a year over 5 years, fiscal 2020 to 2025.
Its share count grew 0.3% a year over 5 years.
| Reported | Gap | Reaction | 5 sessions |
|---|---|---|---|
| Oct 22, 2026 | -1.7% | -3.1% | -4.7% |
| Jul 23, 2026 | -1.6% | +0.7% | +7.4% |
| Apr 23, 2026 | +9.6% | +11.2% | +9.7% |
Sales grew every year from 2018 to 2025, to $951M. It made a profit in seven of the eight years.
One insider sold $313K across 1 filing in the last 6 months. No open-market buys on record. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: APPF is under 0.1% of VGT, under 0.1% of FTEC, and under 0.1% of VTI, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Aug 31, 2026.
AppFolio Inc provides cloud-based software solutions for the real estate industry. Its property management software offers property managers an end-to-end solution to their business needs. The group's products include cloud-based property management software (Appfolio Property Manager). Its solutions are AppFolio Property Manager Core, AppFolio Property Manager Plus, and AppFolio Property Manager Max. It also offers value-added services, such as screening, risk mitigation, and electronic payment services. Its markets are Single-Family, Multifamily, Student Housing, Affordable Housing, Community Associations, Commercial, and Investment Management. The business activity of the firm predominantly functions in the United States and it generates revenue in the form of subscription fees.
“The overall market for business management solutions in the real estate industry is global, highly competitive, and continually evolving to respond to changes in technology, including AI, operational requirements, and laws and regulations.”
APPF scores 13 today, which Breakaway calls Above Average. It is #40 of 271 in Software by Quality Score, with 6 of 14 chart checks firing. Up 16% over three years while the S&P 500 rose 89%. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
APPF scores 13 today, which Breakaway calls Above Average (11 to 14). That is #40 of 271 in Software by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind APPF's 13.
One insider sold $313K across 1 filing in the last 6 months. No open-market buys on record. The newest is Elizabeth Erin Barat, Chief People Officer, who sold $313K on May 12.
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