Análisis Argos
APPF
APPFCara
AppFolio Inc. · Technology
US$ 178.27
precio al 2026-07-28
Valor justo Argos*
US$ 143
vs. su valor justo
−20%
Score Argos
55/100
LA RESPUESTA
El mercado le pide crezca 56.3% al año — más de lo que ha demostrado (18%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Retorno sobre el capital alto (26%).
Tiene más caja que deuda: balance fuerte.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
VALOR1/6FUTURO5/6PASADO5/6SALUD6/6DIVIDENDO3/6
El Iris de calidad
VALOR1/6FUTURO5/6PASADO5/6SALUD6/6DIVIDENDO3/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos55de 100Cara
Ingresos20%
US$ 1 B
Margen operativo6%
16.1%
Flujo de caja libre26%
US$ 0.2 B
Deuda neta
US$ -0 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 6.4B
P/E45.2x
EV/EBITDA36.1x
FCF yield3.8%
ROIC26.4%
Margen operativo16.1%
Crecim. ingresos+19.7%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 13 jul
AppFolio (APPF) Rises As Market Takes a Dip: Key Facts
AppFolio (APPF) closed the most recent trading day at $179.9, moving +2.46% from the previous trading session.
seekingalpha.com · 12 jul
AppFolio: Leveraging AI As A Competitive Moat To Help Property Managers
AppFolio is aggressively integrating AI across its property management platform, transforming workflows and enhancing value for customers and operators. APPF's AI-driven innovations address rising operational complexity, staffing challenges, and resident expectations, positioning the company as a critical enabler in the sector. Q1 2026 results highlight strong momentum: 20.45% YoY revenue growth, $1.61 EPS (beating by $0.14), and 36% non-GAAP operating income growth.
globenewswire.com · 9 jul
AppFolio, Inc. Announces Date of Second Quarter 2026 Financial Results Conference Call
SANTA BARBARA, Calif., July 09, 2026 (GLOBE NEWSWIRE) -- AppFolio, Inc. (NASDAQ: APPF) today announced that it will report its second quarter 2026 financial results after the close of the U.S. financial markets on Thursday, July 23, 2026.
zacks.com · 30 jun
AppFolio (APPF) Laps the Stock Market: Here's Why
AppFolio (APPF) reached $160.35 at the closing of the latest trading day, reflecting a +2.41% change compared to its last close.
zacks.com · 23 jun
AppFolio (APPF) Increases Despite Market Slip: Here's What You Need to Know
AppFolio (APPF) closed at $146.56 in the latest trading session, marking a +1.51% move from the prior day.
zacks.com · 19 jun
Is AppFolio (APPF) a Buy as Wall Street Analysts Look Optimistic?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
zacks.com · 17 jun
AppFolio (APPF) Dips More Than Broader Market: What You Should Know
AppFolio (APPF) reached $148.59 at the closing of the latest trading day, reflecting a -5.89% change compared to its last close.
globenewswire.com · 16 jun
AppFolio Deepens Agentic AI Across Leasing, Accounting, and Resident Operations
New Realm-X capabilities shift more of the portfolio's operational work onto the platform The new Claude connector makes its debut at Apartmentalize, June 17-19 SANTA BARBARA, Calif., June 16, 2026 (GLOBE NEWSWIRE) -- AppFolio (NASDAQ:APPF), the technology leader powering the future of the real estate industry, today announced an expansion of the AppFolio Performance Platform, broadening its agentic capabilities across leasing, accounting, and resident operations and extending the real performance it already delivers for residents, owners, investors, and operators alike.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.