AppFolio (APPF) Competitors

$240.59
-6.29 (-2.55%)
(As of 05/17/2024 ET)

APPF vs. U, MNDY, INFA, GTLB, PCTY, DBX, CDAY, DSGX, GWRE, and DAY

Should you be buying AppFolio stock or one of its competitors? The main competitors of AppFolio include Unity Software (U), monday.com (MNDY), Informatica (INFA), GitLab (GTLB), Paylocity (PCTY), Dropbox (DBX), Ceridian HCM (CDAY), The Descartes Systems Group (DSGX), Guidewire Software (GWRE), and Dayforce (DAY). These companies are all part of the "prepackaged software" industry.

AppFolio vs.

AppFolio (NASDAQ:APPF) and Unity Software (NYSE:U) are both mid-cap computer and technology companies, but which is the superior investment? We will compare the two businesses based on the strength of their earnings, analyst recommendations, dividends, institutional ownership, valuation, risk, community ranking, media sentiment and profitability.

AppFolio has higher earnings, but lower revenue than Unity Software. Unity Software 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$620.45M14.04$2.70M$2.07116.23
Unity Software$2.19B3.87-$822.01M-$2.24-9.67

AppFolio has a beta of 0.79, meaning that its share price is 21% less volatile than the S&P 500. Comparatively, Unity Software has a beta of 2.4, meaning that its share price is 140% more volatile than the S&P 500.

62.3% of AppFolio shares are owned by institutional investors. Comparatively, 73.5% of Unity Software shares are owned by institutional investors. 9.2% of AppFolio shares are owned by company insiders. Comparatively, 6.3% of Unity Software shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

AppFolio has a net margin of 11.38% compared to Unity Software's net margin of -40.11%. AppFolio's return on equity of 13.51% beat Unity Software's return on equity.

Company Net Margins Return on Equity Return on Assets
AppFolio11.38% 13.51% 9.64%
Unity Software -40.11%-7.73%-3.47%

AppFolio currently has a consensus target price of $241.00, indicating a potential upside of 0.17%. Unity Software has a consensus target price of $35.38, indicating a potential upside of 63.28%. Given Unity Software's higher possible upside, analysts plainly believe Unity Software 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
Unity Software
2 Sell rating(s)
11 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.32

In the previous week, Unity Software had 3 more articles in the media than AppFolio. MarketBeat recorded 17 mentions for Unity Software and 14 mentions for AppFolio. AppFolio's average media sentiment score of 0.80 beat Unity Software's score of 0.18 indicating that AppFolio is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AppFolio
10 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Unity Software
5 Very Positive mention(s)
1 Positive mention(s)
6 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Neutral

AppFolio received 196 more outperform votes than Unity Software when rated by MarketBeat users. Likewise, 55.98% of users gave AppFolio an outperform vote while only 48.57% of users gave Unity Software an outperform vote.

CompanyUnderperformOutperform
AppFolioOutperform Votes
281
55.98%
Underperform Votes
221
44.02%
Unity SoftwareOutperform Votes
85
48.57%
Underperform Votes
90
51.43%

Summary

AppFolio beats Unity Software on 12 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$8.71B$22.21B$21.28B$7.96B
Dividend YieldN/A2.02%2.71%3.91%
P/E Ratio116.2382.69249.0418.78
Price / Sales14.0410.95552.1777.92
Price / Cash180.0468.0429.3631.98
Price / Book25.689.566.704.76
Net Income$2.70M$373.17M$638.11M$217.17M
7 Day Performance-2.72%2.83%2.07%2.90%
1 Month Performance15.39%6.95%6.55%6.66%
1 Year Performance67.55%18.35%25.42%9.89%

AppFolio Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
U
Unity Software
3.2648 of 5 stars
$23.04
+1.5%
$35.38
+53.6%
-28.4%$9.00B$2.19B-10.286,748
MNDY
monday.com
2.7858 of 5 stars
$181.86
+0.3%
$240.00
+32.0%
+52.6%$8.78B$729.70M-2,597.631,168Analyst Forecast
News Coverage
High Trading Volume
INFA
Informatica
3.5348 of 5 stars
$29.64
+0.7%
$35.45
+19.6%
+82.9%$8.75B$1.60B-1,482.005,000Positive News
GTLB
GitLab
3.9107 of 5 stars
$54.28
+1.9%
$70.73
+30.3%
+72.8%$8.61B$579.91M-19.742,130Analyst Forecast
Short Interest ↑
News Coverage
PCTY
Paylocity
4.8427 of 5 stars
$169.86
+1.7%
$196.67
+15.8%
-0.2%$9.59B$1.35B49.386,100Positive News
DBX
Dropbox
4.6912 of 5 stars
$24.02
+1.0%
$29.78
+24.0%
+5.1%$8.26B$2.52B15.912,693Short Interest ↑
CDAY
Ceridian HCM
1.9607 of 5 stars
$61.85
+1.9%
$76.80
+24.2%
+2.7%$9.66B$1.45B2,062.358,526News Coverage
Positive News
DSGX
The Descartes Systems Group
2.9679 of 5 stars
$95.71
-1.7%
$97.60
+2.0%
+26.0%$8.16B$572.90M71.432,175Analyst Forecast
News Coverage
GWRE
Guidewire Software
2.2633 of 5 stars
$119.09
+2.4%
$115.11
-3.3%
+50.7%$9.80B$905.34M-192.083,415Options Volume
DAY
Dayforce
2.4718 of 5 stars
$62.10
+0.4%
$73.40
+18.2%
N/A$9.81B$1.51B188.199,084Analyst Forecast
News Coverage

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This page (NASDAQ:APPF) was last updated on 5/19/2024 by MarketBeat.com Staff

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