D/E 0.08 — below the Technology debt median (≈40th pctile)
P/E42.2xB
P/E 42.2 — near the Technology median (≈60th pctile)
PEG7.45D
PEG 7.45 — very expensive; pricing in best-case scenarios
Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.
Quality-growth score · 71
Quality0.90
Growth1.00
Value0.40
Why this score
Durable high returns
Entry · Margin of safety
52-week rangeNear 52-week low
45% off the 12-month high
vs DCF fair value3% aboveest. fair value ~$172
What the price assumes: free cash flow compounding at ~13% a year for the next decade — vs the ~21% a year our model projects from current growth and analyst estimates.
Quality signals · context only
Gross profitability147% · Agross profit ÷ total assets (Novy-Marx)
ROIC25.9% · Areturn on invested capital — not score-weighted
Why now
Software - Application · market cap $6.3b. Down 45% from 52-week high of $326.04 — deep drawdown territory. Revenue growing +20%, comfortably above the S&P median. 8 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $224.25 (implying +26% upside).
Moat
Net margin 15% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 32% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 154% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 45% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 42x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.
Horizon
1-3 yr $224.25 (8-analyst consensus) — fundamentals + valuation re-rating. 5 yr $328.32 at ~13% CAGR — compounding case rests on the competitive position widening. 10 yr $487.05 if current growth sustains into durable earnings power.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Score history · APPF
Trend
-2.6 over 15 daily scores
From 73.6 (Jun 22) → 71.0 (now)
One point per daily model run. The range autoscales, so a flat-looking line can still hide 1–2 point moves — read the From → To values for the actual range.
Position sizing · APPF
$
%
%
Shares to buy
11
Position size
$1,956
3.9% of portfolio
Stop price
$133.38
25% below $177.84
$ at risk if stopped
$489.05
budget $500.00 · 1% of portfolio
Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.
AppFolio, Inc. (APPF): score, valuation & FAQ
AppFolio, Inc. (APPF) is a Software - Application company that scores 71 out of 100 on the Bull Rankings quality-growth model — a solid, above-average reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.
Its strongest graded signals are Rev (B+) and D/E (B+), while PEG (D) rate weaker. On valuation, APPF sits about 3% above our discounted-cash-flow fair value — the current price implies roughly 13% annual free-cash-flow growth over the next decade.
Is APPF a good stock to buy?
Bull Rankings scores APPF 71 out of 100 on its quality-growth model, which is a solid, above-average reading. That is driven by Rev (B+) and D/E (B+). A score is a quantitative screen of AppFolio, Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.
Why does APPF score 71 on Bull Rankings?
The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). APPF earns its highest marks on Rev (B+) and D/E (B+), and is held back by PEG (D). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.
Is APPF overvalued or undervalued?
Based on $177.84, APPF sits about 3% above our discounted-cash-flow fair value — the current price implies roughly 13% annual free-cash-flow growth over the next decade. It trades at a 42.2x× P/E (graded B). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.
What are the main risks of investing in APPF?
Down 45% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 42x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.
Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial adviser.