AppFolio (APPF) Competitors

$244.91
-3.58 (-1.44%)
(As of 05/8/2024 ET)

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

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

AppFolio vs.

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

Ceridian HCM received 20 more outperform votes than AppFolio when rated by MarketBeat users. Likewise, 57.55% of users gave Ceridian HCM an outperform vote while only 55.98% of users gave AppFolio an outperform vote.

CompanyUnderperformOutperform
Ceridian HCMOutperform Votes
301
57.55%
Underperform Votes
222
42.45%
AppFolioOutperform Votes
281
55.98%
Underperform Votes
221
44.02%

Ceridian HCM presently has a consensus price target of $76.80, suggesting a potential upside of 29.77%. AppFolio has a consensus price target of $241.00, suggesting a potential downside of 1.60%. Given AppFolio's higher possible upside, analysts clearly believe Ceridian HCM is more favorable than AppFolio.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ceridian HCM
0 Sell rating(s)
5 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.50
AppFolio
0 Sell rating(s)
1 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.86

Ceridian HCM has a beta of 1.38, indicating that its share price is 38% more volatile than the S&P 500. Comparatively, AppFolio has a beta of 0.79, indicating that its share price is 21% less volatile than the S&P 500.

62.3% of AppFolio shares are owned by institutional investors. 4.5% of Ceridian HCM shares are owned by insiders. Comparatively, 9.2% of AppFolio shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

AppFolio has a net margin of 11.38% compared to AppFolio's net margin of 0.28%. Ceridian HCM's return on equity of 13.51% beat AppFolio's return on equity.

Company Net Margins Return on Equity Return on Assets
Ceridian HCM0.28% 2.03% 0.51%
AppFolio 11.38%13.51%9.64%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ceridian HCM$1.45B6.37-$73.40M$0.031,972.67
AppFolio$620.45M14.29$2.70M$2.07118.31

In the previous week, AppFolio had 3 more articles in the media than Ceridian HCM. MarketBeat recorded 4 mentions for AppFolio and 1 mentions for Ceridian HCM. Ceridian HCM's average media sentiment score of 1.43 beat AppFolio's score of 0.84 indicating that AppFolio is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Ceridian HCM
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
AppFolio
4 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

AppFolio beats Ceridian HCM 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$8.87B$21.34B$20.23B$7.77B
Dividend YieldN/A2.05%2.76%3.96%
P/E Ratio118.3188.94264.2119.45
Price / Sales14.299.52543.1979.88
Price / Cash174.3867.6028.9328.62
Price / Book29.549.986.854.39
Net Income$2.70M$369.61M$638.19M$217.65M
7 Day Performance3.75%0.80%1.19%1.04%
1 Month Performance5.34%-2.90%-1.00%-2.66%
1 Year Performance74.55%18.46%30.14%9.46%

AppFolio Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CDAY
Ceridian HCM
2.8245 of 5 stars
$58.17
+1.5%
$76.80
+32.0%
+0.9%$9.08B$1.45B1,939.658,526News Coverage
INFA
Informatica
3.7492 of 5 stars
$29.93
-0.3%
$35.45
+18.5%
+107.9%$8.83B$1.62B-1,496.505,000
MNDY
monday.com
3.5587 of 5 stars
$190.37
-2.1%
$240.00
+26.1%
+49.6%$9.19B$729.70M-2,719.181,168Upcoming Earnings
DAY
Dayforce
2.531 of 5 stars
$59.18
+1.7%
$73.40
+24.0%
N/A$9.34B$1.51B179.349,084Analyst Forecast
Analyst Revision
GTLB
GitLab
4.0089 of 5 stars
$53.46
-3.2%
$70.73
+32.3%
+75.2%$8.48B$579.91M-19.442,130Positive News
PCTY
Paylocity
4.734 of 5 stars
$169.09
-1.2%
$196.67
+16.3%
-3.0%$9.52B$1.17B49.156,100Positive News
GWRE
Guidewire Software
2.2519 of 5 stars
$116.65
-0.1%
$115.11
-1.3%
+49.4%$9.60B$905.34M-188.143,415
DSGX
The Descartes Systems Group
3.587 of 5 stars
$97.26
+0.2%
$98.44
+1.2%
+26.2%$8.29B$572.90M72.582,175
U
Unity Software
3.738 of 5 stars
$25.33
-0.6%
$37.03
+46.2%
-15.0%$9.78B$2.19B-11.736,748Upcoming Earnings
Analyst Revision
Gap Down
DBX
Dropbox
4.9571 of 5 stars
$23.61
+0.3%
$29.78
+26.1%
+8.9%$8.12B$2.50B17.892,693

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This page (NASDAQ:APPF) was last updated on 5/9/2024 by MarketBeat.com Staff

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