APPF
AppFolio, Inc.
APPF's outlook is improving, though it still trails on the overall score.
NVDA
NVIDIA Corporation
NVDA has the edge over APPF overall, supported by stronger valuation and stronger modeled upside.
APPF Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Strong |
APPF's revenue, profitability, cash flow and balance sheet are all currently healthy.
NVDA Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
NVDA's revenue, profitability, cash flow and balance sheet are all currently strong.
APPF PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 28x | $223 | — |
| Cheap | 36x | $170 | -24% |
| Current | 47x | $223 | — |
| Fair | 50x | $235 | +5.4% |
| Expensive | 178x | $844 | +279% |
Historical ranges are pointers, not guarantees.
APPF's PE is in its fair range at 47x. If earnings grow as analysts expect, today's price would be 28x next year's earnings, in its cheap range.
NVDA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 12x | $166 | — |
| Current | 21x | $166 | — |
| Cheap | 44x | $345 | +108% |
| Fair | 65x | $511 | +207% |
| Expensive | 93x | $734 | +342% |
Historical ranges are pointers, not guarantees.
NVDA has the edge over APPF in the historical PE scenario, which offers more potential upside but is not a forecast.
APPF Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Moderate |
APPF has the edge over NVDA on the outlook, with more favorable profitability expectations.
NVDA Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Weakening | |
| Broad | |
| Moderate |
Analysts expect strong earnings and revenue growth for NVDA, but weaker profitability.
APPF Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $7.98 | +68% |
| Q3 2026 | $4.74 | -15% |
| Q2 2026 | $4.38 | -21% |
| Q1 2026 | $4.20 | -22% |
| Q4 2025 | $3.88 | -30% |
| Q3 2025 | $5.57 | +53% |
| Q2 2025 | $5.54 | +61% |
| Q1 2025 | $5.36 | +154% |
| Q4 2024 | $5.55 | +7829% |
APPF earned $4.74 per share over the past year, down 15% from the year before.
NVDA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $13.77 | +74% |
| Q3 2026 | $7.91 | +125% |
| Q2 2026 | $6.53 | +111% |
| Q1 2026 | $4.90 | +67% |
| Q4 2025 | $4.03 | +59% |
| Q3 2025 | $3.51 | +65% |
| Q2 2025 | $3.10 | +81% |
| Q1 2025 | $2.94 | +147% |
| Q4 2024 | $2.54 | +234% |
NVDA has the edge over APPF on earnings, with more consistent year-over-year improvement.
APPF Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $295.7M | +19% |
| Q2 2026 | $281.1M | +19% |
| Q1 2026 | $262.2M | +20% |
| Q4 2025 | $248.2M | +22% |
| Q3 2025 | $249.4M | +21% |
| Q2 2025 | $235.6M | +19% |
| Q1 2025 | $217.7M | +16% |
| Q4 2024 | $203.7M | +19% |
APPF's revenue has grown year over year every quarter since late 2020: $296M last quarter, up 19% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 19% | +5.4 points |
| Q2 2026 | 19% | +1.6 points |
| Q1 2026 | 19% | +3.8 points |
| Q4 2025 | 18% | +6.3 points |
| Q3 2025 | 14% | -6.6 points |
| Q2 2025 | 17% | -1.1 points |
| Q1 2025 | 16% | -2.7 points |
| Q4 2024 | 11% | -5.2 points |
APPF's operating margin was 19% last quarter, up 5.4 points from the same quarter a year ago, near the top of its range since 2019.
NVDA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $96.2B | +106% |
| Q2 2026 | $81.6B | +85% |
| Q1 2026 | $68.1B | +73% |
| Q4 2025 | $57B | +62% |
| Q3 2025 | $46.7B | +56% |
| Q2 2025 | $44.1B | +69% |
| Q1 2025 | $39.3B | +78% |
| Q4 2024 | $35.1B | +94% |
NVDA has the edge over APPF on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 66% | +5.4 points |
| Q2 2026 | 66% | +17 points |
| Q1 2026 | 65% | +3.9 points |
| Q4 2025 | 63% | +0.8 points |
| Q3 2025 | 61% | -1.2 points |
| Q2 2025 | 49% | -16 points |
| Q1 2025 | 61% | -0.5 points |
| Q4 2024 | 62% | +4.9 points |
NVDA has the edge over APPF on profitability, with a higher operating margin.
APPF Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $96.8M | +14% |
| Q2 2026 | $87.6M | +67% |
| Q1 2026 | $34.1M | -11% |
| Q4 2025 | $63.7M | +75% |
| Q3 2025 | $84.7M | +47% |
| Q2 2025 | $52.4M | +3% |
| Q1 2025 | $38.2M | -7.9% |
| Q4 2024 | $36.4M | +30% |
APPF generated $282M in free cash flow over the past year, up 33% from the year before.
NVDA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $21.4B | +59% |
| Q2 2026 | $48.6B | +86% |
| Q1 2026 | $34.9B | +124% |
| Q4 2025 | $22.1B | +32% |
| Q3 2025 | $13.5B | -0.3% |
| Q2 2025 | $26.2B | +75% |
| Q1 2025 | $15.6B | +38% |
| Q3 2024 | $13.5B | +113% |
NVDA has the edge over APPF on cash flow, with more consistent year-over-year improvement.
APPF Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.3% | +117K shares |
| 1 year | -1.9% | -681K shares |
| 3 years | -2.5% | -904K shares |
| 5 years | +2.8% | +964K shares |
| Available history | 0% | +11K shares |
APPF has the edge over NVDA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $4.2M |
| Q2 2026 | — |
| Q1 2026 | $125M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | $50M |
| Q1 2025 | $95.8M |
| Q4 2021 | — |
APPF spent $129M buying back its own shares over the past year.
NVDA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.4% | -106M shares |
| 1 year | -1% | -247M shares |
| 3 years | -2.8% | -705M shares |
| 5 years | -4.1% | -1B shares |
| Available history | -1.8% | -435M shares |
NVDA has 24.3B diluted shares, down 1% from a year ago, with $55.3B in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $19.7B |
| Q2 2026 | $19.3B |
| Q1 2026 | $3.8B |
| Q4 2025 | $12.5B |
| Q3 2025 | $9.7B |
| Q2 2025 | $14.1B |
| Q1 2025 | $7.8B |
| Q4 2024 | $11B |
NVDA spent $55.3B buying back its own shares over the past year, up 30% from the year before.
APPF Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.2x | Net Cash |
| Q2 2026 | -1.1x | Net Cash |
| Q1 2026 | -0.8x | Net Cash |
| Q4 2025 | -0.6x | Net Cash |
| Q3 2025 | -0.5x | Net Cash |
| Q2 2025 | -0.5x | Net Cash |
| Q1 2025 | -0.4x | Net Cash |
| Q4 2024 | -0.3x | Net Cash |
APPF has the edge over NVDA on leverage, with a lower net debt burden relative to earnings.
NVDA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.1x | Very low |
| Q2 2026 | -0.0x | Net Cash |
| Q1 2026 | -0.0x | Net Cash |
| Q4 2025 | -0.0x | Net Cash |
| Q3 2025 | -0.0x | Net Cash |
| Q2 2025 | -0.1x | Net Cash |
| Q1 2025 | -0.0x | Very low |
| Q4 2024 | -0.0x | Net Cash |
NVDA's net debt is less than a year of its operating earnings (EBITDA), after holding more cash than debt a year ago.
APPF Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 59.2 | Neutral |
| Stochastic | 70.3 | Neutral |
APPF's weekly RSI is 59 (neutral) and its Stochastic is 70 (neutral).
NVDA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 33.4 | Neutral |
| Stochastic | 18.1 | Oversold |
NVDA's weekly RSI is 33 (neutral) and its Stochastic is 18 (oversold).
APPF PE vs Technology Sector
| Metric | APPF | Sector median | Relative |
|---|---|---|---|
| PE | 47x | 28x | 69% above |
| PE % | 46 | 35 | 11 pts above |
APPF is trading at 47x earnings, a 69% premium to the Technology sector's median of 28x.
NVDA PE vs Technology Sector
| Metric | NVDA | Sector median | Relative |
|---|---|---|---|
| PE | 21x | 28x | 25% below |
| PE % | 0 | 35 | 35 pts below |
NVDA has the edge over APPF on valuation relative to its sector.
APPF Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $212.4 | 4.9% above |
| 20 week MA | $203.5 | 9.5% above |
| 50 week MA | $191.3 | 16% above |
| 100 week MA | $215.4 | 3.4% above |
| 200 week MA | $205.2 | 8.6% above |
APPF has the edge over NVDA on trend strength, trading above more of its moving averages.
NVDA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $208.9 | 20% below |
| 20 week MA | $212.0 | 22% below |
| 50 week MA | $199.9 | 17% below |
| 100 week MA | $175.1 | 5.1% below |
| 200 week MA | $123.6 | 34% above |
NVDA has fallen below most of its moving averages, though it's still 34% above its 200-week average.
APPF Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $111.1 | $180.6 | +63% |
| 2021 | $180.6 | $127.4 | -29% |
| 2022 | $127.4 | $104.6 | -18% |
| 2023 | $104.6 | $173.2 | +66% |
| 2024 | $173.2 | $249.9 | +44% |
| 2025 | $249.9 | $237.3 | -5% |
| 2026 YTD | $237.3 | $222.8 | -6.1% |
APPF has the edge over NVDA on returns for 2026, with the stronger performance.
NVDA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $5.92 | $13.0 | +119% |
| 2021 | $13.0 | $29.6 | +128% |
| 2022 | $29.6 | $15.2 | -49% |
| 2023 | $15.2 | $49.5 | +226% |
| 2024 | $49.5 | $137.0 | +177% |
| 2025 | $137.0 | $190.5 | +39% |
| 2026 YTD | $190.5 | $166.2 | -13% |
NVDA's yearly returns have swung widely, from +226% in 2023 to −49% in 2022. It's down 13% so far in 2026.