APPF AppFolio, Inc.
Platform & Compounding FCF
B+ 75.4 / 100 composite

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

Profitability

Weight: 25%
C+ 60
  • 5yr Avg ROIC 6.5%
  • Operating Margin Trend +7.12 pp/yr

Capital Efficiency

Weight: 15%
C+ 60
  • 5yr Avg ROE 10.3%
  • 5yr Share-Count CAGR 0.4%

Growth Quality

Weight: 25%
A+ 100
  • 5yr Revenue CAGR 27.5%
  • 5yr EPS CAGR 240.7%
  • 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 36.38

Stability

Weight: 5%
C- 48
  • EPS Volatility (σ/μ) 1.14
  • Piotroski F-Score 7
  • Negative-Revenue Years (5) 0/5

Guru Flow

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

4 of 4 gurus held; 1 new buy; 2 added; 1 trimmed.

Holders
4 +1
Avg Δ position
+122.7%
New buys
1
Full exits
0
As of Q1 2026