AppFolio APPF
Vertical SaaS B2B SaaS Application Software SMB

AppFolio trades at 6.6x EV/NTM revenue on a $8.09B enterprise value. Revenue grew 19.3% year over year to $281.1M in the quarter ending June 2026, an annual run rate of $1.12B. AppFolio reports a 63.5% gross margin and 11.5-month CAC payback.

ARR ($M)
1124
Net Dollar Retention
--
ARR Growth
19.3%
EV / NTM Revenue
6.6x
Payback Period
11.5
EV / Run Rate
7.2x
Price & Key Metrics
Price Performance
Company Details
Share Price: 234.49
Last Filing Date: 2026-06-30
Fiscal Year End: 12-31
Last Filing: Form
Founding Year: 2006
IPO Year: 2015
% of 52 wk High: 82%
Description
AppFolio offers software-as-a-service (SaaS) applications for vertical markets. AppFolio focuses on Property Management as well as the Law Practice Management industry.
Reporting Notes
Publishes full-time employee count in 10-K under Human Capital. NDR not published.
Categories
Vertical SaaS B2B SaaS Application Software SMB
Valuation
Market Cap: 8,304.93
Enterprise Value: 8,087.529
EV / Revenue Run Rate: 7.2x
EV / NTM Revenue: 6.6x
EV / 2026 Revenue Estimates: 7.2x
EV / 2027 Revenue Estimates: 6.2x
EV / 2028 Revenue Estimates: --
Key Business Metrics
Net Dollar Retention: --
Customers: --
ARR: 1,124
ARR Growth %: 19%
ARR/Customer ($K): --
ARR/Employee ($K): 660
Revenue
Revenue Run Rate: 1,124
ARR: 1,124
2026 Revenue Estimates: 1,116
2027 Revenue Estimates: 1,314
2028 Revenue Estimates: --
LTM Revenue: 1,040
Last Year Run Rate: 942
Growth
Revenue Growth: 19%
ARR Growth: 19%
Growth Persistence: 100%
2026 Revenue Growth Estimates: 18%
2027 Revenue Growth Estimates: 18%
2028 Revenue Growth Estimates: --
Financials
Quarterly
Calendar Year
Frequently Asked Questions

How fast is AppFolio growing?

AppFolio grew revenue 19.3% year over year, reaching $281.1M in the quarter ending June 2026.

What multiple does AppFolio trade at?

AppFolio trades at 6.6x EV/NTM revenue and 7.2x EV/run-rate, on an enterprise value of $8.09B.

Is AppFolio profitable?

For AppFolio, operating income was $53.0M last quarter and LTM free cash flow margin is 25.5%.

How long does it take AppFolio to pay back CAC?

AppFolio recovers customer acquisition cost in about 11.5 months.

What sector is AppFolio in?

Public Comps classifies AppFolio under Vertical SaaS, B2B SaaS, Application Software, and SMB.

Where does Public Comps get AppFolio's data?

Figures come from AppFolio's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.