AppFolio

ISIN US03783C1009

WKN A14TU7

Market cap (in EUR)

7,179 m

Country

United States

Sector

Finance

Dividend yield

0.00%

Overview

Quote

Description

AppFolio, Inc., provides industry-specific cloud-based business software solutions, services, and data analytics for the real estate industry. The firm offers AppFolio Property Manager, a property management solution designed to address the operational and business requirements of property management companies and their business ecosystems and AppFolio Investment Management, a cloud-based software solution for real estate investment managers of various sizes that provides tools and services designed to streamline their real estate investment management businesses. It also provides Value+ services that are designed to enhance, automate, and streamline processes and workflows for property management businesses, such as artificial intelligence leasing assistant, tenant screening, electronic payment, utility management, maintenance contact center, tenant debt collection, and mailing services. The company was founded by Brian Donahoo, Klaus Schauser and Jonathan Walker in 2006 and is headquartered in Santa Barbara, CA.

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Finance Real Estate Real Estate Investment and Services United States

Chart

Financials

Key metrics

Market capitalisation, EUR	7,179 m
EPS, EUR	5.05
P/B ratio	16.9
P/E ratio	42.2
Dividend yield	0.00%

Income statement (2024)

Revenue, EUR	734 m
Net income, EUR	189 m
Profit margin	25.69%

What ETF is AppFolio in?

There are 3 ETFs which contain AppFolio. All of these ETFs are listed in the table below. The ETF with the largest weighting of AppFolio is the JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist).

ETF	Weight	Investment focus	Fund size (in m EUR)
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	485
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.01%	Equity North America Social/Environmental	27
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist)	0.10%	Equity United States Small Cap	178

Performance

Returns overview

YTD	-15.69%
1 month	+0.58%
3 months	-15.90%
6 months	+1.09%
1 year	-16.60%
3 years	+101.67%
5 years	+33.19%
Since inception (MAX)	+59.77%
2024	+51.31%
2023	+60.51%
2022	-9.47%
2021	-27.86%

Monthly returns in a heat map

Risk

Risk metrics in this section:

Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.

ETF returns include dividend payments (if applicable).