APPF AppFolio Inc.
Platform & Compounding FCF
B- 66.3 / 100 composite

AlphaQuality composite grade, weighted for platform & compounding fcf businesses.

Profitability

Weight: 25%
C+ 58
  • 5yr Avg ROIC 6.1%
  • Operating Margin Trend +7.12 pp/yr

Capital Efficiency

Weight: 15%
C 53
  • 5yr Avg ROE 8.2%
  • 5yr Share-Count CAGR 0.3%

Growth Quality

Weight: 25%
B 70
  • 5yr Revenue CAGR 25.1%
  • 5yr EPS CAGR -2.7%
  • Revenue-Growth Years (5) 5/5

Cash Generation

Weight: 20%
B 71
  • 5yr FCF Margin 12.2%
  • 5yr FCF/NI Conversion 5.60x

Balance Sheet

Weight: 10%
A+ 100
  • Net Debt / EBITDA -0.98x
  • Interest Coverage (EBIT/Int) 30.00x
  • Altman Z-Score 30.45

Stability

Weight: 5%
D+ 42
  • EPS Volatility (σ/μ) 1.14
  • Negative-Revenue Years (5) 0/5
  • Piotroski F-Score 5

Guru Flow

Curated superinvestor sentiment — not part of the AlphaQuality grade.
Holding

3 of 4 gurus held; 2 added; 1 trimmed; 1 full exit.

Holders
3 -1
Avg Δ position
+184.9%
New buys
0
Full exits
1
As of Q2 2026