AppFolio (APPF) Competitors

$219.33
+4.54 (+2.11%)
(As of 04/23/2024 ET)

APPF vs. DSGX, DBX, GTLB, BILL, S, PCTY, GWRE, MNDY, DAY, and U

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

AppFolio vs.

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

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

In the previous week, The Descartes Systems Group had 4 more articles in the media than AppFolio. MarketBeat recorded 7 mentions for The Descartes Systems Group and 3 mentions for AppFolio. AppFolio's average media sentiment score of 0.91 beat The Descartes Systems Group's score of 0.70 indicating that The Descartes Systems Group is being referred to more favorably in the media.

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

The Descartes Systems Group has higher earnings, but lower revenue 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
The Descartes Systems Group$572.90M13.99$115.91M$1.3470.22
AppFolio$620.45M12.68$2.70M$0.037,313.44

The Descartes Systems Group currently has a consensus price target of $98.44, suggesting a potential upside of 4.62%. AppFolio has a consensus price target of $239.40, suggesting a potential upside of 9.15%. Given The Descartes Systems Group's stronger consensus rating and higher probable upside, analysts plainly believe AppFolio is more favorable than The Descartes Systems Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
The Descartes Systems Group
1 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.60
AppFolio
0 Sell rating(s)
0 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
3.00

The Descartes Systems Group has a beta of 0.94, suggesting that its share price is 6% less volatile than the S&P 500. Comparatively, AppFolio has a beta of 0.8, suggesting that its share price is 20% less volatile than the S&P 500.

The Descartes Systems Group received 211 more outperform votes than AppFolio when rated by MarketBeat users. Likewise, 65.25% of users gave The Descartes Systems Group an outperform vote while only 55.91% of users gave AppFolio an outperform vote.

CompanyUnderperformOutperform
The Descartes Systems GroupOutperform Votes
490
65.25%
Underperform Votes
261
34.75%
AppFolioOutperform Votes
279
55.91%
Underperform Votes
220
44.09%

The Descartes Systems Group has a net margin of 20.23% compared to The Descartes Systems Group's net margin of 0.44%. AppFolio's return on equity of 9.80% beat The Descartes Systems Group's return on equity.

Company Net Margins Return on Equity Return on Assets
The Descartes Systems Group20.23% 9.80% 8.14%
AppFolio 0.44%-8.58%-5.84%

Summary

The Descartes Systems Group beats AppFolio on 13 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$7.87B$21.31B$19.27B$7.49B
Dividend YieldN/A2.25%2.80%3.98%
P/E Ratio7,313.44131.54270.3120.92
Price / Sales12.689.03525.2584.97
Price / Cash152.0563.9827.6327.25
Price / Book26.4610.256.704.31
Net Income$2.70M$347.50M$628.52M$213.83M
7 Day Performance2.21%3.04%-0.08%0.70%
1 Month Performance-6.00%-3.66%-3.45%-4.06%
1 Year Performance64.64%13.95%14.38%6.42%

AppFolio Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DSGX
The Descartes Systems Group
3.0745 of 5 stars
$90.90
+4.1%
$97.78
+7.6%
+14.9%$7.74B$572.90M67.842,083
DBX
Dropbox
4.8631 of 5 stars
$22.94
+0.1%
$29.78
+29.8%
+7.3%$7.89B$2.50B17.382,693
GTLB
GitLab
3.8484 of 5 stars
$53.86
+0.1%
$70.73
+31.3%
+59.5%$8.54B$579.91M-19.592,130
BILL
BILL
4.556 of 5 stars
$62.50
+2.6%
$105.76
+69.2%
-23.6%$6.57B$1.06B-57.872,521Analyst Report
S
SentinelOne
1.7564 of 5 stars
$20.88
+1.0%
$26.08
+24.9%
+10.2%$6.47B$621.15M-18.002,300
PCTY
Paylocity
4.8905 of 5 stars
$159.00
-3.0%
$205.13
+29.0%
-17.7%$8.96B$1.17B53.726,100Positive News
GWRE
Guidewire Software
2.3103 of 5 stars
$109.29
flat
$115.11
+5.3%
+40.9%$9.00B$905.34M-176.273,415
MNDY
monday.com
3.4498 of 5 stars
$187.92
+2.0%
$238.33
+26.8%
+39.6%$9.07B$729.70M-2,684.191,168Analyst Report
News Coverage
DAY
Dayforce
2.551 of 5 stars
$58.60
-1.8%
$77.00
+31.4%
N/A$9.12B$1.51B167.439,084
U
Unity Software
3.1161 of 5 stars
$23.94
-2.0%
$37.03
+54.7%
-20.0%$9.24B$2.19B-11.086,748

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This page (NASDAQ:APPF) was last updated on 4/23/2024 by MarketBeat.com Staff

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