AppFolio (APPF) Competitors

$239.11
+3.06 (+1.30%)
(As of 05/3/2024 08:51 PM ET)

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

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

AppFolio vs.

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

Dropbox has a beta of 0.7, indicating that its stock price is 30% less volatile than the S&P 500. Comparatively, AppFolio has a beta of 0.79, indicating that its stock price is 21% less volatile than the S&P 500.

Dropbox has higher revenue and earnings than AppFolio. Dropbox 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
Dropbox$2.50B3.21$453.60M$1.3217.70
AppFolio$620.45M13.82$2.70M$2.07115.51

Dropbox presently has a consensus price target of $29.78, suggesting a potential upside of 27.42%. AppFolio has a consensus price target of $241.00, suggesting a potential upside of 0.79%. Given AppFolio's higher possible upside, research analysts clearly believe Dropbox is more favorable than AppFolio.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Dropbox
3 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.00
AppFolio
0 Sell rating(s)
1 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.86

Dropbox received 73 more outperform votes than AppFolio when rated by MarketBeat users. Likewise, 67.30% of users gave Dropbox an outperform vote while only 55.98% of users gave AppFolio an outperform vote.

CompanyUnderperformOutperform
DropboxOutperform Votes
354
67.30%
Underperform Votes
172
32.70%
AppFolioOutperform Votes
281
55.98%
Underperform Votes
221
44.02%

94.8% of Dropbox shares are held by institutional investors. Comparatively, 62.3% of AppFolio shares are held by institutional investors. 26.4% of Dropbox shares are held by company insiders. Comparatively, 9.2% of AppFolio shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Dropbox has a net margin of 18.13% compared to Dropbox's net margin of 11.38%. Dropbox's return on equity of 13.51% beat AppFolio's return on equity.

Company Net Margins Return on Equity Return on Assets
Dropbox18.13% -120.82% 13.10%
AppFolio 11.38%13.51%9.64%

In the previous week, Dropbox had 6 more articles in the media than AppFolio. MarketBeat recorded 13 mentions for Dropbox and 7 mentions for AppFolio. Dropbox's average media sentiment score of 1.12 beat AppFolio's score of 0.14 indicating that AppFolio is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Dropbox
6 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
AppFolio
5 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Dropbox 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.
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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$8.58B$20.53B$18.76B$7.66B
Dividend YieldN/A2.04%2.74%3.96%
P/E Ratio115.5176.13241.4318.97
Price / Sales13.829.11521.0287.81
Price / Cash174.3867.1527.9536.06
Price / Book25.289.196.704.57
Net Income$2.70M$362.06M$615.63M$212.22M
7 Day Performance0.45%-0.70%2.51%4.75%
1 Month Performance2.92%-0.04%1.48%0.14%
1 Year Performance74.35%19.24%25.27%9.91%

AppFolio Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DBX
Dropbox
4.9442 of 5 stars
$23.16
-4.3%
$29.78
+28.6%
+9.7%$7.97B$2.50B17.552,693Upcoming Earnings
Insider Selling
GTLB
GitLab
3.8224 of 5 stars
$52.47
-5.2%
$70.73
+34.8%
+96.8%$8.32B$579.91M-19.082,130Gap Up
DSGX
The Descartes Systems Group
3.7264 of 5 stars
$92.79
-1.0%
$98.44
+6.1%
+25.1%$7.90B$572.90M69.252,175Analyst Downgrade
PCTY
Paylocity
4.7343 of 5 stars
$155.16
-1.6%
$205.13
+32.2%
-3.3%$8.74B$1.17B52.426,100Analyst Report
Positive News
GWRE
Guidewire Software
2.0573 of 5 stars
$110.40
-2.2%
$115.11
+4.3%
+47.4%$9.09B$905.34M-178.063,415
INFA
Informatica
3.6183 of 5 stars
$30.97
-2.6%
$35.45
+14.5%
+111.8%$9.14B$1.60B-67.335,000Analyst Revision
News Coverage
MNDY
monday.com
3.6458 of 5 stars
$189.33
-1.8%
$240.00
+26.8%
+59.6%$9.14B$729.70M-2,704.331,168
U
Unity Software
3.7117 of 5 stars
$24.27
-2.9%
$37.03
+52.6%
-6.5%$9.48B$2.19B-11.246,748Upcoming Earnings
Analyst Report
Analyst Revision
News Coverage
Gap Up
DAY
Dayforce
1.3843 of 5 stars
$61.37
-1.0%
$77.00
+25.5%
N/A$9.55B$1.51B175.359,084Analyst Report
Analyst Revision
News Coverage
Gap Up
High Trading Volume
CDAY
Ceridian HCM
2.0477 of 5 stars
$61.37
-1.0%
$76.38
+24.5%
+1.0%$9.58B$1.45B2,046.358,526Positive News
Gap Up
High Trading Volume

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This page (NASDAQ:APPF) was last updated on 5/6/2024 by MarketBeat.com Staff

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