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AppFolio (APPF) Competitors

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$230.65 +2.10 (+0.92%)
(As of 11/20/2024 ET)

APPF vs. NATI, DSGX, QTWO, MSP, ASAN, NET, RBLX, ZS, BIDU, and IOT

Should you be buying AppFolio stock or one of its competitors? The main competitors of AppFolio include National Instruments (NATI), The Descartes Systems Group (DSGX), Q2 (QTWO), Datto (MSP), Asana (ASAN), Cloudflare (NET), Roblox (RBLX), Zscaler (ZS), Baidu (BIDU), and Samsara (IOT).

AppFolio vs.

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

AppFolio has a net margin of 17.26% compared to National Instruments' net margin of 10.37%. AppFolio's return on equity of 30.64% beat National Instruments' return on equity.

Company Net Margins Return on Equity Return on Assets
AppFolio17.26% 30.64% 23.53%
National Instruments 10.37%22.27%11.17%

National Instruments has higher revenue and earnings than AppFolio. National Instruments 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$620.45M13.51$2.70M$3.5964.25
National Instruments$1.66B4.81$139.64M$1.3544.43

62.3% of AppFolio shares are owned by institutional investors. Comparatively, 80.4% of National Instruments shares are owned by institutional investors. 5.2% of AppFolio shares are owned by insiders. Comparatively, 0.7% of National Instruments shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

AppFolio has a beta of 0.83, meaning that its share price is 17% less volatile than the S&P 500. Comparatively, National Instruments has a beta of 1.14, meaning that its share price is 14% more volatile than the S&P 500.

AppFolio currently has a consensus price target of $261.75, suggesting a potential upside of 13.48%. Given AppFolio's stronger consensus rating and higher possible upside, analysts plainly believe AppFolio is more favorable than National Instruments.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
AppFolio
1 Sell rating(s)
0 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.75
National Instruments
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

In the previous week, AppFolio and AppFolio both had 14 articles in the media. AppFolio's average media sentiment score of 0.76 beat National Instruments' score of -0.05 indicating that AppFolio is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AppFolio
7 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
National Instruments
1 Very Positive mention(s)
2 Positive mention(s)
11 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

National Instruments received 67 more outperform votes than AppFolio when rated by MarketBeat users. Likewise, 67.42% of users gave National Instruments an outperform vote while only 56.61% of users gave AppFolio an outperform vote.

CompanyUnderperformOutperform
AppFolioOutperform Votes
291
56.61%
Underperform Votes
223
43.39%
National InstrumentsOutperform Votes
358
67.42%
Underperform Votes
173
32.58%

Summary

AppFolio beats National Instruments on 11 of the 17 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} 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$8.38B$24.99B$23.65B$8.81B
Dividend YieldN/A2.33%2.77%4.06%
P/E Ratio64.2591.96268.7317.77
Price / Sales13.518.043,389.6775.18
Price / Cash167.7587.3932.4532.53
Price / Book27.8211.017.364.68
Net Income$2.70M$444.73M$660.95M$226.08M
7 Day Performance-1.16%-0.07%0.23%-1.04%
1 Month Performance14.98%4.17%0.81%1.04%
1 Year Performance17.37%23.90%18.76%26.28%

AppFolio Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
APPF
AppFolio
3.9905 of 5 stars
$230.65
+0.9%
$261.75
+13.5%
+15.3%$8.38B$620.45M64.251,504Insider Trade
Short Interest ↓
NATI
National Instruments
1.9102 of 5 stars
$59.98
flat
N/A+0.0%$7.97B$1.66B44.437,000High Trading Volume
DSGX
The Descartes Systems Group
3.0582 of 5 stars
$114.13
+0.5%
$109.25
-4.3%
+40.9%$9.75B$572.90M77.112,175News Coverage
Positive News
QTWO
Q2
1.7832 of 5 stars
$101.43
+1.8%
$91.50
-9.8%
+179.2%$6.02B$624.62M0.002,315
MSP
Datto
N/A$35.18
flat
N/A+0.0%$5.81B$618.66M135.312,089
ASAN
Asana
1.1906 of 5 stars
$13.94
+1.2%
$14.27
+2.4%
-36.1%$3.18B$652.50M-12.121,840Analyst Forecast
NET
Cloudflare
3.8142 of 5 stars
$96.47
+0.1%
$92.88
-3.7%
+32.5%$33.07B$1.30B0.003,682Insider Trade
RBLX
Roblox
2.9667 of 5 stars
$51.51
-1.4%
$55.30
+7.4%
+36.1%$31.74B$2.80B0.002,457Insider Trade
ZS
Zscaler
4.2728 of 5 stars
$200.94
-1.7%
$217.18
+8.1%
+4.7%$31.16B$2.17B0.007,348Analyst Upgrade
Positive News
BIDU
Baidu
4.8244 of 5 stars
$86.75
+0.8%
$127.29
+46.7%
-22.1%$30.42B$134.84B11.4339,800
IOT
Samsara
2.6036 of 5 stars
$52.62
+0.7%
$45.67
-13.2%
+93.7%$29.06B$937.39M0.002,895Analyst Forecast
Insider Trade
Short Interest ↓

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This page (NASDAQ:APPF) was last updated on 11/21/2024 by MarketBeat.com Staff
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