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AppFolio (APPF) Competitors

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$234.49 +2.44 (+1.05%)
As of 08/28/2026 04:00 PM Eastern

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

Should you buy AppFolio stock or one of its competitors? AppFolio's main competitors and comparable companies include Zoom Communications (ZM), Fair Isaac (FICO), Okta (OKTA), Samsara (IOT), 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 Zoom Communications?

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

Zoom Communications has a beta of 1, meaning that its stock price has a similar volatility profile to the broader market.Comparatively, AppFolio has a beta of 0.78, meaning that its stock price is 22% less volatile than the broader market.

66.5% of Zoom Communications shares are held by institutional investors. Comparatively, 85.2% of AppFolio shares are held by institutional investors. 8.8% of Zoom Communications shares are held by insiders. Comparatively, 1.6% of AppFolio shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

In the previous week, Zoom Communications had 62 more articles in the media than AppFolio. MarketBeat recorded 70 mentions for Zoom Communications and 8 mentions for AppFolio. AppFolio's average media sentiment score of 0.57 beat Zoom Communications' score of 0.41 indicating that AppFolio is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Zoom Communications
16 Very Positive mention(s)
13 Positive mention(s)
27 Neutral mention(s)
5 Negative mention(s)
0 Very Negative mention(s)
Neutral
AppFolio
4 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Zoom Communications presently has a consensus price target of $112.55, suggesting a potential upside of 14.34%. AppFolio has a consensus price target of $243.50, suggesting a potential upside of 3.84%. Given Zoom Communications' higher possible upside, equities analysts clearly believe Zoom Communications is more favorable than AppFolio.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Zoom Communications
0 Sell rating(s)
12 Hold rating(s)
16 Buy rating(s)
0 Strong Buy rating(s)
2.57
AppFolio
0 Sell rating(s)
1 Hold rating(s)
9 Buy rating(s)
2 Strong Buy rating(s)
3.08

Zoom Communications has a net margin of 65.19% compared to AppFolio's net margin of 15.13%. AppFolio's return on equity of 32.42% beat Zoom Communications' return on equity.

Company Net Margins Return on Equity Return on Assets
Zoom Communications65.19% 10.86% 8.93%
AppFolio 15.13%32.42%25.82%

Zoom Communications has higher revenue and earnings than AppFolio. Zoom Communications 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
Zoom Communications$4.87B5.93$1.90B$10.809.11
AppFolio$950.82M8.74$140.92M$4.3853.54

Summary

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

How does AppFolio compare to Fair Isaac?

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

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
Fair Isaac34.05% -32.51% 40.61%
AppFolio 15.13%32.42%25.82%

85.8% of Fair Isaac shares are held by institutional investors. Comparatively, 85.2% of AppFolio shares are held by institutional investors. 3.0% of Fair Isaac shares are held by insiders. Comparatively, 1.6% of AppFolio shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Fair Isaac presently has a consensus target price of $1,553.69, suggesting a potential upside of 34.59%. AppFolio has a consensus target price of $243.50, suggesting a potential upside of 3.84%. Given Fair Isaac's higher probable upside, equities analysts clearly believe Fair Isaac is more favorable than AppFolio.

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

In the previous week, Fair Isaac had 24 more articles in the media than AppFolio. MarketBeat recorded 32 mentions for Fair Isaac and 8 mentions for AppFolio. Fair Isaac's average media sentiment score of 1.59 beat AppFolio's score of 0.57 indicating that Fair Isaac is being referred to more favorably in the media.

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

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
Fair Isaac$1.99B12.52$651.95M$34.6233.34
AppFolio$950.82M8.74$140.92M$4.3853.54

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

Summary

Fair Isaac beats AppFolio on 13 of the 17 factors compared between the two stocks.

How does AppFolio compare to Okta?

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

85.2% of AppFolio shares are owned by institutional investors. Comparatively, 86.6% of Okta shares are owned by institutional investors. 1.6% of AppFolio shares are owned by company insiders. Comparatively, 4.6% of Okta shares are owned by company 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 a net margin of 15.13% compared to Okta's net margin of 9.63%. 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 9.63%4.50%3.34%

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$950.82M8.74$140.92M$4.3853.54
Okta$2.92B9.90$235M$1.38120.46

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

In the previous week, Okta had 122 more articles in the media than AppFolio. MarketBeat recorded 130 mentions for Okta and 8 mentions for AppFolio. Okta's average media sentiment score of 0.74 beat AppFolio's score of 0.57 indicating that Okta is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AppFolio
4 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Okta
48 Very Positive mention(s)
21 Positive mention(s)
33 Neutral mention(s)
5 Negative mention(s)
2 Very Negative mention(s)
Positive

AppFolio currently has a consensus target price of $243.50, suggesting a potential upside of 3.84%. Okta has a consensus target price of $172.92, suggesting a potential upside of 4.03%. Given Okta's higher possible upside, analysts clearly believe Okta 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
Okta
0 Sell rating(s)
10 Hold rating(s)
32 Buy rating(s)
1 Strong Buy rating(s)
2.79

Summary

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

How does AppFolio compare to Samsara?

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

In the previous week, Samsara had 1 more articles in the media than AppFolio. MarketBeat recorded 9 mentions for Samsara and 8 mentions for AppFolio. AppFolio's average media sentiment score of 0.57 beat Samsara's score of 0.40 indicating that AppFolio is being referred to more favorably in the news media.

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

AppFolio has lower revenue, but higher earnings 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
Samsara$1.62B14.84-$9.12M$0.10412.10
AppFolio$950.82M8.74$140.92M$4.3853.54

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

Samsara currently has a consensus price target of $46.67, suggesting a potential upside of 13.24%. AppFolio has a consensus price target of $243.50, suggesting a potential upside of 3.84%. Given Samsara's higher possible upside, analysts plainly believe Samsara is more favorable than AppFolio.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Samsara
0 Sell rating(s)
6 Hold rating(s)
13 Buy rating(s)
2 Strong Buy rating(s)
2.81
AppFolio
0 Sell rating(s)
1 Hold rating(s)
9 Buy rating(s)
2 Strong Buy rating(s)
3.08

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
Samsara3.32% 2.00% 1.12%
AppFolio 15.13%32.42%25.82%

Samsara has a beta of 1.34, indicating that its stock price is 34% 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.

Summary

Samsara beats AppFolio on 9 of the 16 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 better stock? We will compare the two businesses based on the strength of their profitability, dividends, media sentiment, risk, institutional ownership, valuation, earnings and analyst recommendations.

Unity Software presently has a consensus price target of $45.16, suggesting a potential upside of 4.06%. AppFolio has a consensus price target of $243.50, suggesting a potential upside of 3.84%. Given Unity Software's higher probable upside, analysts plainly believe Unity Software is more favorable than AppFolio.

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

In the previous week, Unity Software had 20 more articles in the media than AppFolio. MarketBeat recorded 28 mentions for Unity Software and 8 mentions for AppFolio. Unity Software's average media sentiment score of 1.03 beat AppFolio's score of 0.57 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
21 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
AppFolio
4 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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

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$1.85B10.33-$402.77M-$1.36N/A
AppFolio$950.82M8.74$140.92M$4.3853.54

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% 4.64% 2.16%
AppFolio 15.13%32.42%25.82%

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

Summary

AppFolio beats Unity Software on 9 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$8.22B$16.31B$30.09B$12.94B
Dividend YieldN/A3.41%2.74%11.02%
P/E Ratio53.54139.5776.4725.45
Price / Sales8.741,298.74594.6695.45
Price / Cash45.4249.3450.2654.21
Price / Book15.787.509.316.14
Net Income$140.92M$434.56M$678.22M$348.86M
7 Day Performance4.50%1.68%-0.07%-0.80%
1 Month Performance25.40%6.11%6.28%5.56%
1 Year Performance-15.46%5.37%187.09%15.57%

AppFolio Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
APPF
AppFolio
3.3752 of 5 stars
$234.49
+1.1%
$243.50
+3.8%
-15.1%$8.22B$950.82M53.541,702
ZM
Zoom Communications
3.7284 of 5 stars
$104.83
-2.4%
$111.64
+6.5%
+21.8%$31.50B$4.87B15.397,438
FICO
Fair Isaac
4.8873 of 5 stars
$1,165.64
-0.6%
$1,553.69
+33.3%
-23.3%$25.33B$1.99B33.673,811
OKTA
Okta
3.4152 of 5 stars
$130.97
-3.1%
$140.54
+7.3%
+79.5%$23.49B$2.92B94.916,366
IOT
Samsara
3.6885 of 5 stars
$40.32
+1.0%
$46.67
+15.7%
+12.9%$23.27B$1.62B403.254,100

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This page (NASDAQ:APPF) was last updated on 8/29/2026 by MarketBeat.com Staff.
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