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.

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

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

Company Net Margins Return on Equity Return on Assets
Unity Software-40.11% -7.73% -3.47%
AppFolio 11.38%13.51%9.64%

73.5% of Unity Software shares are owned by institutional investors. Comparatively, 62.3% of AppFolio shares are owned by institutional investors. 6.3% of Unity Software shares are owned by insiders. Comparatively, 9.2% of AppFolio 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.

Unity Software currently has a consensus target price of $35.38, suggesting a potential upside of 63.35%. AppFolio has a consensus target price of $241.00, suggesting a potential upside of 0.17%. Given AppFolio's higher possible upside, equities analysts clearly believe Unity Software is more favorable than AppFolio.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Unity Software
2 Sell rating(s)
11 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.32
AppFolio
0 Sell rating(s)
1 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.86

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

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

In the previous week, Unity Software had 7 more articles in the media than AppFolio. MarketBeat recorded 18 mentions for Unity Software and 11 mentions for AppFolio. Unity Software's average media sentiment score of 1.02 beat AppFolio's score of 0.22 indicating that AppFolio is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Unity Software
4 Very Positive mention(s)
1 Positive mention(s)
8 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Neutral
AppFolio
9 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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

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$21.89B$20.59B$7.94B
Dividend YieldN/A2.04%2.68%3.91%
P/E Ratio116.2371.89256.3117.73
Price / Sales14.0410.85549.8578.80
Price / Cash182.2268.3729.0632.08
Price / Book25.689.506.624.68
Net Income$2.70M$368.89M$632.01M$217.01M
7 Day Performance-2.72%3.06%2.12%2.93%
1 Month Performance11.01%6.11%5.17%6.22%
1 Year Performance69.23%19.17%25.64%9.79%

AppFolio Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
U
Unity Software
3.2187 of 5 stars
$23.04
+1.5%
$35.38
+53.6%
-28.0%$9.00B$2.19B-10.286,748
MNDY
monday.com
2.7443 of 5 stars
$181.86
+0.3%
$240.00
+32.0%
+52.0%$8.78B$729.70M-2,597.631,168Analyst Forecast
News Coverage
High Trading Volume
INFA
Informatica
3.4863 of 5 stars
$29.64
+0.7%
$35.45
+19.6%
+94.9%$8.75B$1.60B-1,482.005,000Positive News
GTLB
GitLab
3.7551 of 5 stars
$54.28
+1.9%
$70.73
+30.3%
+76.9%$8.61B$579.91M-19.742,130Analyst Forecast
Short Interest ↑
News Coverage
PCTY
Paylocity
4.8302 of 5 stars
$169.86
+1.7%
$196.67
+15.8%
+1.3%$9.59B$1.35B49.386,100Positive News
DBX
Dropbox
4.686 of 5 stars
$24.02
+1.0%
$29.78
+24.0%
+6.3%$8.26B$2.52B15.912,693Short Interest ↑
CDAY
Ceridian HCM
1.8762 of 5 stars
$61.85
+1.9%
$76.80
+24.2%
+2.9%$9.66B$1.45B2,062.358,526Positive News
DSGX
The Descartes Systems Group
2.8848 of 5 stars
$95.71
-1.7%
$97.60
+2.0%
+26.9%$8.16B$572.90M71.432,175Analyst Forecast
GWRE
Guidewire Software
2.2269 of 5 stars
$119.09
+2.4%
$115.11
-3.3%
+52.8%$9.80B$905.34M-192.083,415Options Volume
Positive News
DAY
Dayforce
2.1876 of 5 stars
$62.10
+0.4%
$73.40
+18.2%
N/A$9.81B$1.51B188.199,084Analyst Forecast

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This page (NASDAQ:APPF) was last updated on 5/18/2024 by MarketBeat.com Staff

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