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AppFolio (APPF) Competitors

$228.32
-1.37 (-0.60%)
(As of 05/31/2024 ET)

APPF vs. DSGX, NATI, MSP, QTWO, FROG, VEEV, HUBS, MSTR, ANSS, and TTWO

Should you be buying AppFolio stock or one of its competitors? The main competitors of AppFolio include The Descartes Systems Group (DSGX), National Instruments (NATI), Datto (MSP), Q2 (QTWO), JFrog (FROG), Veeva Systems (VEEV), HubSpot (HUBS), MicroStrategy (MSTR), ANSYS (ANSS), and Take-Two Interactive Software (TTWO).

AppFolio vs.

AppFolio (NASDAQ:APPF) and The Descartes Systems Group (NASDAQ:DSGX) are both mid-cap computer and technology companies, but which is the superior stock? We will contrast the two businesses based on the strength of their media sentiment, profitability, institutional ownership, earnings, risk, community ranking, valuation, analyst recommendations and dividends.

AppFolio has a beta of 0.79, indicating that its share price is 21% less volatile than the S&P 500. Comparatively, The Descartes Systems Group has a beta of 0.91, indicating that its share price is 9% less volatile than the S&P 500.

The Descartes Systems Group received 214 more outperform votes than AppFolio when rated by MarketBeat users. Likewise, 64.96% of users gave The Descartes Systems Group an outperform vote while only 55.98% of users gave AppFolio an outperform vote.

CompanyUnderperformOutperform
AppFolioOutperform Votes
281
55.98%
Underperform Votes
221
44.02%
The Descartes Systems GroupOutperform Votes
495
64.96%
Underperform Votes
267
35.04%

The Descartes Systems Group has a net margin of 20.62% compared to AppFolio's net margin of 11.38%. AppFolio's return on equity of 13.51% beat The Descartes Systems Group's return on equity.

Company Net Margins Return on Equity Return on Assets
AppFolio11.38% 13.51% 9.64%
The Descartes Systems Group 20.62%10.10%8.41%

The Descartes Systems Group has lower revenue, but higher earnings than AppFolio. The Descartes Systems Group is trading at a lower price-to-earnings ratio than AppFolio, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
AppFolio$620.45M13.32$2.70M$2.07110.30
The Descartes Systems Group$572.90M13.75$115.91M$1.4065.95

In the previous week, The Descartes Systems Group had 30 more articles in the media than AppFolio. MarketBeat recorded 35 mentions for The Descartes Systems Group and 5 mentions for AppFolio. AppFolio's average media sentiment score of 1.07 beat The Descartes Systems Group's score of 0.38 indicating that AppFolio is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AppFolio
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
The Descartes Systems Group
6 Very Positive mention(s)
5 Positive mention(s)
10 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Neutral

62.3% of AppFolio shares are owned by institutional investors. Comparatively, 77.7% of The Descartes Systems Group shares are owned by institutional investors. 9.2% of AppFolio shares are owned by insiders. Comparatively, 0.3% of The Descartes Systems Group shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

AppFolio presently has a consensus target price of $241.00, suggesting a potential upside of 5.55%. The Descartes Systems Group has a consensus target price of $102.00, suggesting a potential upside of 10.47%. Given The Descartes Systems Group's higher possible upside, analysts plainly believe The Descartes Systems Group is more favorable than AppFolio.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
AppFolio
0 Sell rating(s)
1 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.86
The Descartes Systems Group
1 Sell rating(s)
3 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.55

Summary

The Descartes Systems Group beats AppFolio on 10 of the 18 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding APPF and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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APPF vs. The Competition

MetricAppFolioPrepackaged software IndustryComputer SectorNASDAQ Exchange
Market Cap$8.27B$20.96B$21.46B$7.96B
Dividend YieldN/A2.12%2.70%4.01%
P/E Ratio110.3075.72240.3218.57
Price / Sales13.328.09537.8491.65
Price / Cash167.5167.4730.6831.51
Price / Book24.378.716.504.59
Net Income$2.70M$365.37M$629.81M$213.90M
7 Day Performance-0.90%-3.20%-0.69%0.87%
1 Month Performance-0.78%-3.25%2.80%3.60%
1 Year Performance58.06%4.84%27.68%7.91%

AppFolio Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DSGX
The Descartes Systems Group
3.8677 of 5 stars
$99.14
-1.1%
$99.30
+0.2%
+21.0%$8.55B$572.90M73.992,175Earnings Report
Analyst Forecast
Short Interest ↓
Analyst Revision
News Coverage
NATI
National Instruments
1.7491 of 5 stars
$59.98
flat
N/A+3.8%$7.97B$1.66B44.437,000Analyst Forecast
High Trading Volume
MSP
Datto
0 of 5 stars
$35.18
flat
N/A+0.0%$5.81B$618.66M135.312,089Analyst Forecast
QTWO
Q2
0.6575 of 5 stars
$62.35
+0.1%
$55.33
-11.3%
+114.2%$3.74B$624.62M-46.182,315Insider Selling
FROG
JFrog
3.6994 of 5 stars
$32.58
-1.1%
$42.73
+31.2%
+33.9%$3.36B$349.89M-69.321,400Short Interest ↑
VEEV
Veeva Systems
4.8984 of 5 stars
$203.04
-0.4%
$234.90
+15.7%
-12.1%$32.89B$2.36B63.067,172Analyst Forecast
News Coverage
Gap Down
HUBS
HubSpot
3.7449 of 5 stars
$638.76
+8.2%
$640.04
+0.2%
+18.0%$30.08B$2.17B-241.047,663Insider Selling
Short Interest ↑
High Trading Volume
MSTR
MicroStrategy
3.3106 of 5 stars
$1,675.35
-0.6%
$1,678.75
+0.2%
+408.3%$29.88B$496.26M-250.051,934Analyst Forecast
Gap Down
ANSS
ANSYS
3.7953 of 5 stars
$328.08
-0.9%
$320.00
-2.5%
-1.8%$28.91B$2.27B65.886,200Analyst Forecast
Positive News
TTWO
Take-Two Interactive Software
4.5529 of 5 stars
$156.79
+1.4%
$177.22
+13.0%
+16.5%$26.50B$5.35B-7.1312,371Positive News

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This page (NASDAQ:APPF) was last updated on 6/2/2024 by MarketBeat.com Staff

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