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AppFolio (APPF) Competitors

$233.16
+2.76 (+1.20%)
(As of 05/28/2024 ET)

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

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

AppFolio vs.

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

The Descartes Systems Group received 210 more outperform votes than AppFolio when rated by MarketBeat users. Likewise, 64.95% of users gave The Descartes Systems Group an outperform vote while only 55.98% of users gave AppFolio an outperform vote.

CompanyUnderperformOutperform
AppFolioOutperform Votes
281
55.98%
Underperform Votes
221
44.02%
The Descartes Systems GroupOutperform Votes
491
64.95%
Underperform Votes
265
35.05%

AppFolio currently has a consensus target price of $241.00, suggesting a potential upside of 4.93%. The Descartes Systems Group has a consensus target price of $99.30, suggesting a potential upside of 0.19%. Given AppFolio's stronger consensus rating and higher possible upside, equities analysts plainly believe AppFolio is more favorable than The Descartes Systems Group.

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

The Descartes Systems Group has a net margin of 20.23% compared to AppFolio's net margin of 11.38%. AppFolio's return on equity of 13.51% beat The Descartes Systems Group's return on equity.

Company Net Margins Return on Equity Return on Assets
AppFolio11.38% 13.51% 9.64%
The Descartes Systems Group 20.23%9.80%8.14%

In the previous week, The Descartes Systems Group had 4 more articles in the media than AppFolio. MarketBeat recorded 14 mentions for The Descartes Systems Group and 10 mentions for AppFolio. AppFolio's average media sentiment score of 1.22 beat The Descartes Systems Group's score of 0.98 indicating that AppFolio is being referred to more favorably in the media.

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

AppFolio has a beta of 0.79, indicating that its stock price is 21% less volatile than the S&P 500. Comparatively, The Descartes Systems Group has a beta of 0.91, indicating that its stock price is 9% less volatile than the S&P 500.

The Descartes Systems Group has lower revenue, but higher earnings 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
AppFolio$620.45M13.34$2.70M$2.07110.45
The Descartes Systems Group$572.90M14.69$115.91M$1.3473.69

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

Summary

AppFolio and The Descartes Systems Group tied by winning 9 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.
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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$8.28B$21.85B$20.69B$8.08B
Dividend YieldN/A1.79%2.72%3.96%
P/E Ratio110.4556.17228.3815.01
Price / Sales13.348.39539.3172.77
Price / Cash168.0270.0929.0928.77
Price / Book27.589.927.034.39
Net Income$2.70M$362.45M$612.84M$213.15M
7 Day Performance-4.09%-2.17%-0.35%-0.80%
1 Month Performance-5.82%-1.46%3.21%3.27%
1 Year Performance60.07%10.60%28.21%7.56%

AppFolio Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DSGX
The Descartes Systems Group
3.3735 of 5 stars
$98.57
-0.9%
$98.80
+0.2%
+30.1%$8.40B$572.90M73.562,175Upcoming Earnings
Short Interest ↓
INFA
Informatica
3.2733 of 5 stars
$30.16
-1.4%
$35.45
+17.6%
+80.0%$8.90B$1.60B-1,508.005,000Short Interest ↓
Positive News
GTLB
GitLab
4.0069 of 5 stars
$58.17
-0.6%
$70.50
+21.2%
+59.2%$9.23B$579.91M-21.152,130Upcoming Earnings
Positive News
U
Unity Software
2.8887 of 5 stars
$20.56
-3.3%
$35.38
+72.1%
-29.8%$8.04B$2.19B-9.186,748
DBX
Dropbox
4.4046 of 5 stars
$23.63
-1.1%
$29.78
+26.0%
+0.4%$7.80B$2.50B15.652,693Positive News
DAY
Dayforce
3.3145 of 5 stars
$61.05
-2.0%
$72.50
+18.8%
N/A$9.64B$1.51B185.019,084Short Interest ↑
CDAY
Ceridian HCM
2.5851 of 5 stars
$62.30
-1.6%
$76.80
+23.3%
-10.1%$9.73B$1.45B2,077.368,526Positive News
PCTY
Paylocity
4.9343 of 5 stars
$172.58
+0.7%
$196.67
+14.0%
-11.0%$9.74B$1.17B50.176,100Positive News
GWRE
Guidewire Software
2.3418 of 5 stars
$123.35
-1.2%
$115.11
-6.7%
+48.9%$10.15B$905.34M-198.953,415Upcoming Earnings
S
SentinelOne
2.0352 of 5 stars
$22.55
-0.5%
$26.08
+15.7%
+4.7%$6.99B$621.15M-19.442,300Upcoming Earnings

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This page (NASDAQ:APPF) was last updated on 5/28/2024 by MarketBeat.com Staff

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