78
Diamond Score
AppFolio Inc.
Technology · Software - Application · $5.0B market cap
Overlooked
Inflection
Strong Foundation
$148.84
Updated 2026-04-10
Discovery Thesis
AI-generated catalyst thesis will be available after transcript analysis. The quantitative signals below highlight why this company appears to be at an inflection point.
Quantitative summary: Revenue accelerating, margin expanding 4Q, 2 insiders buying.
Three-Pillar Score Breakdown
Valuation
✦ Reasonably Priced
APPF trades at a PEG of 0.82 — paying below the typical price for its growth rate.
Inflection Signals
Revenue Acceleration
4Q data
QoQ growth: 0.07 → 0.09 → 0.12 → 0.15
Margin Expansion
4Q streak
Margins: 0.18 → 0.2 → 0.22 → 0.25
ROIC Trend
16.0%
0.11 → 0.12 → 0.14 → 0.16
Insider Buying
2 buys (90d)
PEG Ratio
0.82
Below 1.0 — undervalued relative to growth
Debt Paydown
D/E 0.31
0.45 → 0.4 → 0.35 → 0.31
Relative Strength (6M)
18.5%
Insider Buying Activity (Last 90 Days)
-
Jason Randall (CEO)
-
Fay Sien Goon (CFO)
Earnings Surprise Streak
2026-01-29
+13.4%
$1.61 vs $1.42
2025-10-28
+9.6%
$1.48 vs $1.35
2025-07-28
+7.4%
$1.31 vs $1.22
2025-04-28
+7.3%
$1.18 vs $1.1
Foundation — Business Quality
Free Cash Flow (TTM)
$185M
Revenue Growth (YoY)
22.0%
Overlooked — Why the Market Hasn't Noticed
Analyst Coverage
6 analysts
Below average
Market Cap
$5.0B
Sweet spot ($2-10B)
ETF Inclusion
Not in top ETFs