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AppFolio (APPF) Competitors

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$199.54 +0.80 (+0.40%)
As of 08/10/2026 04:00 PM Eastern

APPF vs. OKTA, FICO, IOT, PTC, and U

Should you buy AppFolio stock or one of its competitors? AppFolio's main competitors and comparable companies include Okta (OKTA), Fair Isaac (FICO), Samsara (IOT), PTC (PTC), and Unity Software (U). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "application software" industry.

How does AppFolio compare to Okta?

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

In the previous week, AppFolio had 6 more articles in the media than Okta. MarketBeat recorded 25 mentions for AppFolio and 19 mentions for Okta. Okta's average media sentiment score of 1.03 beat AppFolio's score of 0.13 indicating that Okta is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AppFolio
13 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Okta
12 Very Positive mention(s)
2 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

AppFolio has a beta of 0.78, indicating that its share price is 22% less volatile than the broader market. Comparatively, Okta has a beta of 0.77, indicating that its share price is 23% less volatile than the broader market.

AppFolio currently has a consensus price target of $243.50, indicating a potential upside of 22.03%. Okta has a consensus price target of $121.81, indicating a potential downside of 19.21%. Given AppFolio's stronger consensus rating and higher possible upside, analysts plainly believe AppFolio is more favorable than Okta.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
AppFolio
0 Sell rating(s)
1 Hold rating(s)
9 Buy rating(s)
2 Strong Buy rating(s)
3.08
Okta
2 Sell rating(s)
13 Hold rating(s)
28 Buy rating(s)
1 Strong Buy rating(s)
2.64

AppFolio has a net margin of 15.13% compared to Okta's net margin of 8.24%. AppFolio's return on equity of 32.42% beat Okta's return on equity.

Company Net Margins Return on Equity Return on Assets
AppFolio15.13% 32.42% 25.82%
Okta 8.24%4.15%3.02%

Okta has higher revenue and earnings than AppFolio. AppFolio is trading at a lower price-to-earnings ratio than Okta, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
AppFolio$950.82M7.43$140.92M$4.3845.56
Okta$2.92B8.98$235M$1.38109.25

85.2% of AppFolio shares are held by institutional investors. Comparatively, 86.6% of Okta shares are held by institutional investors. 1.6% of AppFolio shares are held by insiders. Comparatively, 4.6% of Okta shares are held by 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.

Summary

AppFolio beats Okta on 9 of the 17 factors compared between the two stocks.

How does AppFolio compare to Fair Isaac?

AppFolio (NASDAQ:APPF) and Fair Isaac (NYSE:FICO) are both technology companies, but which is the better stock? We will compare the two companies based on the strength of their dividends, valuation, analyst recommendations, profitability, risk, media sentiment, earnings and institutional ownership.

AppFolio has a beta of 0.78, indicating that its stock price is 22% less volatile than the broader market. Comparatively, Fair Isaac has a beta of 1.3, indicating that its stock price is 30% more volatile than the broader market.

In the previous week, AppFolio had 16 more articles in the media than Fair Isaac. MarketBeat recorded 25 mentions for AppFolio and 9 mentions for Fair Isaac. Fair Isaac's average media sentiment score of 1.23 beat AppFolio's score of 0.13 indicating that Fair Isaac is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AppFolio
13 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Fair Isaac
5 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

85.2% of AppFolio shares are owned by institutional investors. Comparatively, 85.8% of Fair Isaac shares are owned by institutional investors. 1.6% of AppFolio shares are owned by insiders. Comparatively, 3.0% of Fair Isaac shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

AppFolio currently has a consensus price target of $243.50, indicating a potential upside of 22.03%. Fair Isaac has a consensus price target of $1,581.29, indicating a potential upside of 50.57%. Given Fair Isaac's higher probable upside, analysts clearly believe Fair Isaac is more favorable than AppFolio.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
AppFolio
0 Sell rating(s)
1 Hold rating(s)
9 Buy rating(s)
2 Strong Buy rating(s)
3.08
Fair Isaac
0 Sell rating(s)
5 Hold rating(s)
11 Buy rating(s)
0 Strong Buy rating(s)
2.69

Fair Isaac has higher revenue and earnings than AppFolio. Fair Isaac 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$950.82M7.43$140.92M$4.3845.56
Fair Isaac$1.99B11.39$651.95M$34.6230.34

Fair Isaac has a net margin of 34.05% compared to AppFolio's net margin of 15.13%. AppFolio's return on equity of 32.42% beat Fair Isaac's return on equity.

Company Net Margins Return on Equity Return on Assets
AppFolio15.13% 32.42% 25.82%
Fair Isaac 34.05%-32.51%40.61%

Summary

Fair Isaac beats AppFolio on 12 of the 17 factors compared between the two stocks.

How does AppFolio compare to Samsara?

AppFolio (NASDAQ:APPF) and Samsara (NYSE:IOT) are both technology companies, but which is the superior stock? We will compare the two companies based on the strength of their profitability, risk, analyst recommendations, dividends, media sentiment, earnings, institutional ownership and valuation.

AppFolio presently has a consensus price target of $243.50, indicating a potential upside of 22.03%. Samsara has a consensus price target of $45.33, indicating a potential upside of 12.99%. Given AppFolio's stronger consensus rating and higher possible upside, research analysts clearly believe AppFolio is more favorable than Samsara.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
AppFolio
0 Sell rating(s)
1 Hold rating(s)
9 Buy rating(s)
2 Strong Buy rating(s)
3.08
Samsara
1 Sell rating(s)
5 Hold rating(s)
13 Buy rating(s)
2 Strong Buy rating(s)
2.76

In the previous week, AppFolio and AppFolio both had 25 articles in the media. Samsara's average media sentiment score of 0.34 beat AppFolio's score of 0.13 indicating that Samsara is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AppFolio
13 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Samsara
13 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

85.2% of AppFolio shares are owned by institutional investors. Comparatively, 96.0% of Samsara shares are owned by institutional investors. 1.6% of AppFolio shares are owned by company insiders. Comparatively, 35.1% of Samsara shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

AppFolio has higher earnings, but lower revenue than Samsara. AppFolio is trading at a lower price-to-earnings ratio than Samsara, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
AppFolio$950.82M7.43$140.92M$4.3845.56
Samsara$1.62B14.44-$9.12M$0.10401.20

AppFolio has a beta of 0.78, suggesting that its share price is 22% less volatile than the broader market. Comparatively, Samsara has a beta of 1.34, suggesting that its share price is 34% more volatile than the broader market.

AppFolio has a net margin of 15.13% compared to Samsara's net margin of 3.32%. AppFolio's return on equity of 32.42% beat Samsara's return on equity.

Company Net Margins Return on Equity Return on Assets
AppFolio15.13% 32.42% 25.82%
Samsara 3.32%2.00%1.12%

Summary

Samsara beats AppFolio on 8 of the 15 factors compared between the two stocks.

How does AppFolio compare to PTC?

AppFolio (NASDAQ:APPF) and PTC (NASDAQ:PTC) are both technology companies, but which is the better investment? We will contrast the two businesses based on the strength of their risk, earnings, analyst recommendations, dividends, profitability, media sentiment, institutional ownership and valuation.

PTC has higher revenue and earnings than AppFolio. PTC 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$950.82M7.43$140.92M$4.3845.56
PTC$2.74B5.98$734M$10.3414.61

AppFolio presently has a consensus price target of $243.50, indicating a potential upside of 22.03%. PTC has a consensus price target of $170.14, indicating a potential upside of 12.66%. Given AppFolio's stronger consensus rating and higher probable upside, research analysts clearly believe AppFolio is more favorable than PTC.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
AppFolio
0 Sell rating(s)
1 Hold rating(s)
9 Buy rating(s)
2 Strong Buy rating(s)
3.08
PTC
1 Sell rating(s)
6 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.43

85.2% of AppFolio shares are held by institutional investors. Comparatively, 95.1% of PTC shares are held by institutional investors. 1.6% of AppFolio shares are held by company insiders. Comparatively, 0.3% of PTC shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

PTC has a net margin of 41.67% compared to AppFolio's net margin of 15.13%. AppFolio's return on equity of 32.42% beat PTC's return on equity.

Company Net Margins Return on Equity Return on Assets
AppFolio15.13% 32.42% 25.82%
PTC 41.67%25.31%14.55%

AppFolio has a beta of 0.78, suggesting that its stock price is 22% less volatile than the broader market. Comparatively, PTC has a beta of 0.98, suggesting that its stock price is 2% less volatile than the broader market.

In the previous week, AppFolio had 6 more articles in the media than PTC. MarketBeat recorded 25 mentions for AppFolio and 19 mentions for PTC. PTC's average media sentiment score of 0.75 beat AppFolio's score of 0.13 indicating that PTC is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AppFolio
13 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
PTC
9 Very Positive mention(s)
1 Positive mention(s)
7 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

AppFolio beats PTC on 10 of the 17 factors compared between the two stocks.

How does AppFolio compare to Unity Software?

Unity Software (NYSE:U) and AppFolio (NASDAQ:APPF) are both technology companies, but which is the superior stock? We will contrast the two businesses based on the strength of their analyst recommendations, institutional ownership, earnings, risk, profitability, media sentiment, valuation and dividends.

73.5% of Unity Software shares are owned by institutional investors. Comparatively, 85.2% of AppFolio shares are owned by institutional investors. 0.8% of Unity Software shares are owned by insiders. Comparatively, 1.6% of AppFolio shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

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$1.85B10.27-$402.77M-$1.36N/A
AppFolio$950.82M7.43$140.92M$4.3845.56

Unity Software has a beta of 2.04, indicating that its stock price is 104% more volatile than the broader market. Comparatively, AppFolio has a beta of 0.78, indicating that its stock price is 22% less volatile than the broader market.

AppFolio has a net margin of 15.13% compared to Unity Software's net margin of -28.97%. AppFolio's return on equity of 32.42% beat Unity Software's return on equity.

Company Net Margins Return on Equity Return on Assets
Unity Software-28.97% 4.60% 2.15%
AppFolio 15.13%32.42%25.82%

In the previous week, Unity Software had 56 more articles in the media than AppFolio. MarketBeat recorded 81 mentions for Unity Software and 25 mentions for AppFolio. Unity Software's average media sentiment score of 0.87 beat AppFolio's score of 0.13 indicating that Unity Software is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Unity Software
30 Very Positive mention(s)
10 Positive mention(s)
26 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
AppFolio
13 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Unity Software presently has a consensus target price of $45.16, indicating a potential upside of 4.64%. AppFolio has a consensus target price of $243.50, indicating a potential upside of 22.03%. Given AppFolio's stronger consensus rating and higher probable upside, analysts plainly believe AppFolio is more favorable than Unity Software.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Unity Software
1 Sell rating(s)
3 Hold rating(s)
17 Buy rating(s)
2 Strong Buy rating(s)
2.87
AppFolio
0 Sell rating(s)
1 Hold rating(s)
9 Buy rating(s)
2 Strong Buy rating(s)
3.08

Summary

AppFolio beats Unity Software on 10 of the 16 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

MetricAppFolioSoftware IndustryTechnology SectorNASDAQ Exchange
Market Cap$7.04B$15.75B$30.06B$12.98B
Dividend YieldN/A3.42%2.73%10.07%
P/E Ratio45.56127.0274.7924.72
Price / Sales7.431,306.16600.1798.22
Price / Cash38.9043.9150.5137.42
Price / Book13.238.518.156.42
Net Income$140.92M$437.06M$679.03M$347.03M
7 Day Performance0.01%0.82%0.82%0.69%
1 Month Performance13.65%1.90%0.16%-0.90%
1 Year Performance-28.96%9.19%196.92%21.87%

AppFolio Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
APPF
AppFolio
3.8741 of 5 stars
$199.54
+0.4%
$243.50
+22.0%
-29.6%$7.04B$950.82M45.561,702
OKTA
Okta
3.6645 of 5 stars
$141.57
-0.3%
$121.81
-14.0%
+64.7%$24.67B$2.92B102.596,366
FICO
Fair Isaac
4.9303 of 5 stars
$1,045.24
-6.9%
$1,599.14
+53.0%
-20.4%$24.25B$1.99B30.193,811
IOT
Samsara
3.8875 of 5 stars
$37.22
-0.1%
$45.33
+21.8%
+18.9%$21.72B$1.62B372.244,100
PTC
PTC
3.5192 of 5 stars
$139.85
+1.9%
$170.14
+21.7%
-26.5%$15.85B$2.74B13.537,642

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This page (NASDAQ:APPF) was last updated on 8/11/2026 by MarketBeat.com Staff.
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