Appfolio Stock Performance
| APPF Stock | USD 212.82 3.30 1.53% |
The firm shows a Beta (market volatility) of 1.02, which signifies a somewhat significant risk relative to the market. Appfolio returns are very sensitive to returns on the market. As the market goes up or down, Appfolio is expected to follow. At this point, Appfolio has a negative expected return of -0.26%. Please make sure to confirm Appfolio's maximum drawdown, as well as the relationship between the accumulation distribution and day typical price , to decide if Appfolio performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Appfolio has generated negative risk-adjusted returns adding no value to investors with long positions. Despite weak performance in the last few months, the Stock's basic indicators remain nearly stable which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long-run up-swing for the company stockholders. ...more
Actual Historical Performance (%)
One Day Return (1.53) | Five Day Return 1.19 | Year To Date Return (14.22) | Ten Year Return 1.4 K | All Time Return 1.4 K |
1 | Disposition of 838 shares by Matthew Mazza of Appfolio at 255.3 subject to Rule 16b-3 | 01/23/2025 |
2 | Acquisition by Matthew Mazza of 2863 shares of Appfolio subject to Rule 16b-3 | 01/28/2025 |
3 | AppFolio Q4 Earnings Taking a Look at Key Metrics Versus Estimates | 01/31/2025 |
4 | Disposition of tradable shares by Timothy Eaton of Appfolio at 223.08 subject to Rule 16b-3 | 02/10/2025 |
5 | Disposition of 760 shares by Elizabeth Barat of Appfolio at 223.08 subject to Rule 16b-3 | 02/12/2025 |
6 | Acquisition by Wolf Alexander of 520 shares of Appfolio at 215.73 subject to Rule 16b-3 | 02/13/2025 |
7 | Disposition of 3501 shares by William Trigg of Appfolio at 217.27 subject to Rule 16b-3 | 02/18/2025 |
8 | Acquisition by Duca Maurice J of 35893 shares of Appfolio subject to Rule 16b-3 | 02/27/2025 |
9 | AppFolio Rises But Trails Market What Investors Should Know | 02/28/2025 |
10 | AppFolio, Inc. A Bull Case Theory | 03/04/2025 |
11 | Wall Street Analysts See AppFolio as a Buy Should You Invest | 03/07/2025 |
12 | AppFolio Stock Dips While Market Gains Key Facts | 03/12/2025 |
13 | AppFolio Falls More Steeply Than Broader Market What Investors Need to Know | 03/13/2025 |
14 | Is AppFolio Inc. the Best Mid Cap Tech Stock to Buy Now | 03/17/2025 |
| Begin Period Cash Flow | 49.8 M |
Appfolio |
Appfolio Relative Risk vs. Return Landscape
If you would invest 25,165 in Appfolio on December 19, 2024 and sell it today you would lose (3,883) from holding Appfolio or give up 15.43% of portfolio value over 90 days. Appfolio is currently does not generate positive expected returns and assumes 2.0576% risk (volatility on return distribution) over the 90 days horizon. In different words, 18% of stocks are less volatile than Appfolio, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Appfolio Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Appfolio's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Appfolio, and traders can use it to determine the average amount a Appfolio's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1276
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | APPF |
Estimated Market Risk
| 2.06 actual daily | 18 82% of assets are more volatile |
Expected Return
| -0.26 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Appfolio is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Appfolio by adding Appfolio to a well-diversified portfolio.
Appfolio Fundamentals Growth
Appfolio Stock prices reflect investors' perceptions of the future prospects and financial health of Appfolio, and Appfolio fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Appfolio Stock performance.
| Return On Equity | 0.5 | ||||
| Return On Asset | 0.16 | ||||
| Profit Margin | 0.26 % | ||||
| Operating Margin | 0.11 % | ||||
| Current Valuation | 7.63 B | ||||
| Shares Outstanding | 23.24 M | ||||
| Price To Earning | 26.83 X | ||||
| Price To Book | 15.16 X | ||||
| Price To Sales | 9.91 X | ||||
| Revenue | 794.2 M | ||||
| Gross Profit | 512.14 M | ||||
| EBITDA | 169.87 M | ||||
| Net Income | 204.07 M | ||||
| Cash And Equivalents | 139.25 M | ||||
| Cash Per Share | 3.96 X | ||||
| Total Debt | 37.48 M | ||||
| Debt To Equity | 0.21 % | ||||
| Current Ratio | 3.06 X | ||||
| Book Value Per Share | 14.27 X | ||||
| Cash Flow From Operations | 188.16 M | ||||
| Earnings Per Share | 5.56 X | ||||
| Market Capitalization | 7.87 B | ||||
| Total Asset | 626.68 M | ||||
| Retained Earnings | 290.05 M | ||||
| Working Capital | 272.12 M | ||||
| Current Asset | 27.51 M | ||||
| Current Liabilities | 16.91 M | ||||
About Appfolio Performance
By analyzing Appfolio's fundamental ratios, stakeholders can gain valuable insights into Appfolio's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Appfolio has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Appfolio has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.44 | 0.46 | |
| Return On Capital Employed | 0.24 | 0.25 | |
| Return On Assets | 0.33 | 0.34 | |
| Return On Equity | 0.39 | 0.41 |
Things to note about Appfolio performance evaluation
Checking the ongoing alerts about Appfolio for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Appfolio help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Appfolio generated a negative expected return over the last 90 days | |
| Appfolio is unlikely to experience financial distress in the next 2 years | |
| Over 83.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from finance.yahoo.com: Is AppFolio Inc. the Best Mid Cap Tech Stock to Buy Now |
- Analyzing Appfolio's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Appfolio's stock is overvalued or undervalued compared to its peers.
- Examining Appfolio's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Appfolio's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Appfolio's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Appfolio's stock. These opinions can provide insight into Appfolio's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Appfolio Stock analysis
When running Appfolio's price analysis, check to measure Appfolio's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Appfolio is operating at the current time. Most of Appfolio's value examination focuses on studying past and present price action to predict the probability of Appfolio's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Appfolio's price. Additionally, you may evaluate how the addition of Appfolio to your portfolios can decrease your overall portfolio volatility.
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