AppFolio vs Q2
APPF and QTWO side by side, both in computer programming, data processing, and other computer related services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How APPF and QTWO compare
AppFolio is the larger company, worth 1.7 times as much as Q2 ($8.0B against $4.6B).
On earnings, Q2 is cheaper: it trades at 43.9× trailing earnings, against 47.4× for AppFolio.
AppFolio grew revenue faster over the last twelve months (20.0% versus 13.1% for Q2).
AppFolio keeps more of each dollar of sales as profit, with a net margin of 15.6% compared with 12.7% at Q2.
AppFolio scores higher on the StockData Score (15 against 11 for Q2), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | APPF | QTWO |
|---|---|---|
| Size and price | ||
| Market cap | $8.0B | $4.6B |
| Share price | $224.85 | $74.14 |
| Change, 1 year | −11.8% | 1.3% |
| Change, 5 years | 81.3% | −16.7% |
| Beta (5Y) | 0.87 | 1.60 |
| Employees | 1,702 | 2,549 |
| StockData Score | ||
| Total score | 15 (better) | 11 |
| Valuation score | 1 (better) | 0 |
| Growth score | 4 | 4 |
| Performance score | 4 | 4 |
| Health score | 6 (better) | 3 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 47.4× | 43.9× (better) |
| P/S | 7.3× | 5.3× (better) |
| P/B | 13.7× | 7.0× (better) |
| EV/EBITDA | 34.3× | 28.5× (better) |
| P/FCF | 28.3× | 19.7× (better) |
| FCF yield | 3.5% | 5.1% (better) |
| Fair value | $185.41 | $43.51 |
| Margin of safety | −21.3% (better) | −70.4% |
| Growth | ||
| Revenue growth (TTM) | 20.0% (better) | 13.1% |
| Revenue growth, 5Y average | 25.1% (better) | 14.6% |
| Net income growth (TTM) | −16.6% | 247% (better) |
| EPS growth (TTM) | −14.9% | 252% (better) |
| EPS growth, 5Y average | −2.7% | – |
| Profitability | ||
| Gross margin | 63.8% (better) | 58.4% |
| Operating margin | 18.8% (better) | 12.4% |
| Net margin | 15.6% (better) | 12.7% |
| FCF margin | 25.9% | 26.8% (better) |
| Return on equity | 31.4% (better) | 17.2% |
| Return on invested capital | 43.8% (better) | 34.7% |
| Financial health | ||
| Debt / equity | 0.00 | – |
| Interest coverage | – | 35.5× |
| Current ratio | 4.00 (better) | 1.01 |
| Altman Z-score | 40.00 (better) | 8.43 |
| Piotroski F-score | 5 | 7 (better) |
| Dividends and buybacks | ||
| Buyback yield | 1.6% | 3.6% (better) |
| Shareholder yield | 1.6% | 3.6% (better) |
| Ownership | ||
| Held by institutions | 66.5% | 108% |
| Held by insiders | 40.9% | 3.2% |
| Insider net buying, 12 months | −$48.9M | −$31.4M (better) |
| Short interest, % of float | 12.1% | 8.0% |
Go deeper
- APPF stock overview
- APPF income statement
- APPF valuation and score
- QTWO stock overview
- QTWO income statement
- QTWO valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.