Free Trial

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.

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

The Descartes Systems Group has higher earnings, but lower revenue 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
The Descartes Systems Group$572.90M13.75$115.91M$1.4065.95
AppFolio$620.45M13.32$2.70M$2.07110.30

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

Company Net Margins Return on Equity Return on Assets
The Descartes Systems Group20.62% 10.10% 8.41%
AppFolio 11.38%13.51%9.64%

The Descartes Systems Group has a beta of 0.91, suggesting that its stock price is 9% less volatile than the S&P 500. Comparatively, AppFolio has a beta of 0.79, suggesting that its stock price is 21% 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
The Descartes Systems GroupOutperform Votes
495
64.96%
Underperform Votes
267
35.04%
AppFolioOutperform Votes
281
55.98%
Underperform Votes
221
44.02%

77.7% of The Descartes Systems Group shares are held by institutional investors. Comparatively, 62.3% of AppFolio shares are held by institutional investors. 0.3% of The Descartes Systems Group shares are held by insiders. Comparatively, 9.2% of AppFolio shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

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

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

In the previous week, The Descartes Systems Group had 24 more articles in the media than AppFolio. MarketBeat recorded 29 mentions for The Descartes Systems Group and 5 mentions for AppFolio. The Descartes Systems Group's average media sentiment score of 1.51 beat AppFolio's score of 0.54 indicating that AppFolio is being referred to more favorably in the news media.

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

Summary

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

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.
Skip Chart

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.
Skip Chart

APPF vs. The Competition

MetricAppFolioPrepackaged software IndustryComputer SectorNASDAQ Exchange
Market Cap$8.27B$21.60B$20.90B$7.96B
Dividend YieldN/A2.17%2.69%4.02%
P/E Ratio110.3076.30246.5918.28
Price / Sales13.327.50543.2882.62
Price / Cash168.2269.9729.2530.90
Price / Book24.378.746.354.59
Net Income$2.70M$366.04M$622.82M$213.79M
7 Day Performance-0.90%-3.25%-0.57%0.65%
1 Month Performance0.68%-3.00%2.81%3.48%
1 Year Performance59.50%4.63%27.98%8.81%

AppFolio Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DSGX
The Descartes Systems Group
3.8731 of 5 stars
$99.14
-1.1%
$99.30
+0.2%
+17.0%$8.55B$572.90M73.992,175Earnings Report
Analyst Forecast
Short Interest ↓
Analyst Revision
News Coverage
NATI
National Instruments
1.7206 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
0.6614 of 5 stars
$62.35
+0.1%
$55.33
-11.3%
+120.8%$3.74B$624.62M-46.182,315Insider Selling
FROG
JFrog
3.71 of 5 stars
$32.58
-1.1%
$42.73
+31.2%
+37.8%$3.36B$349.89M-69.321,400Short Interest ↑
VEEV
Veeva Systems
4.9012 of 5 stars
$203.04
-0.4%
$234.90
+15.7%
+18.7%$32.89B$2.36B63.067,172Analyst Forecast
News Coverage
Gap Down
HUBS
HubSpot
3.4864 of 5 stars
$638.76
+8.2%
$640.04
+0.2%
+18.9%$30.08B$2.17B-241.047,663Insider Selling
Short Interest ↑
High Trading Volume
MSTR
MicroStrategy
3.1613 of 5 stars
$1,675.35
-0.6%
$1,678.75
+0.2%
+414.9%$29.88B$496.26M-250.051,934Analyst Forecast
Gap Down
ANSS
ANSYS
3.7809 of 5 stars
$328.08
-0.9%
$320.00
-2.5%
-2.8%$28.91B$2.27B65.886,200Positive News
TTWO
Take-Two Interactive Software
4.4277 of 5 stars
$156.79
+1.4%
$177.22
+13.0%
+15.5%$26.50B$5.35B-7.1312,371

Related Companies and Tools

This page (NASDAQ:APPF) was last updated on 5/31/2024 by MarketBeat.com Staff

From Our Partners