APPF
AppFolio, Inc.
APPF has slightly lower modeled downside risk, despite its lower overall score.
PLTR
Palantir Technologies Inc.
PLTR has the edge over APPF overall, supported by stronger valuation and stronger fundamentals.
APPF Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Strong |
APPF's revenue, profitability, cash flow and balance sheet are all currently healthy.
PLTR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
PLTR'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.
PLTR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 75x | $172 | — |
| Current | 120x | $172 | — |
| Cheap | 165x | $236 | +37% |
| Fair | 251x | $359 | +109% |
| Expensive | 452x | $646 | +277% |
Historical ranges are pointers, not guarantees.
PLTR 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 |
Analysts expect earnings and revenue growth for APPF, with profitability improving.
PLTR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for PLTR, with profitability improving.
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.
PLTR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.30 | +61% |
| Q3 2026 | $1.43 | +240% |
| Q2 2026 | $1.17 | +290% |
| Q1 2026 | $0.89 | +287% |
| Q4 2025 | $0.63 | +232% |
| Q3 2025 | $0.42 | +110% |
| Q2 2025 | $0.30 | +76% |
| Q1 2025 | $0.23 | +92% |
| Q4 2024 | $0.19 | +111% |
PLTR 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.
PLTR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.3B | +96% |
| Q2 2026 | $1.9B | +93% |
| Q1 2026 | $1.6B | +85% |
| Q4 2025 | $1.4B | +70% |
| Q3 2025 | $1.2B | +63% |
| Q2 2025 | $1B | +48% |
| Q1 2025 | $883.9M | +39% |
| Q4 2024 | $827.5M | +36% |
PLTR has the edge over APPF on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 47% | +14 points |
| Q2 2026 | 47% | +20 points |
| Q1 2026 | 46% | +26 points |
| Q4 2025 | 41% | +40 points |
| Q3 2025 | 33% | +18 points |
| Q2 2025 | 27% | +11 points |
| Q1 2025 | 20% | +7.2 points |
| Q4 2024 | 1.3% | -9.5 points |
PLTR 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.
PLTR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +139% |
| Q2 2026 | $1.2B | +126% |
| Q1 2026 | $891.8M | +193% |
| Q4 2025 | $764M | +67% |
| Q3 2025 | $500.9M | +20% |
| Q2 2025 | $531.6M | +276% |
| Q1 2025 | $304.1M | +140% |
| Q4 2024 | $457.2M | +54% |
PLTR 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 PLTR 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.
PLTR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +5.2M shares |
| 1 year | +0.1% | +2.9M shares |
| 3 years | +11% | +248M shares |
| 5 years | +31% | +610M shares |
| Available history | +184% | +1.7B shares |
PLTR has 2.6B diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | $19.2M |
| Q3 2025 | $19.2M |
| Q2 2025 | $18.6M |
| Q1 2025 | $18M |
| Q4 2024 | $18.6M |
| Q3 2024 | $18.9M |
| Q2 2024 | $17.7M |
| Q1 2024 | $9M |
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 PLTR on leverage, with a lower net debt burden relative to earnings.
PLTR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.1x | Net Cash |
| Q2 2026 | -0.8x | Net Cash |
| Q1 2026 | -1.1x | Net Cash |
| Q4 2025 | -1.0x | Net Cash |
| Q3 2025 | -1.9x | Net Cash |
| Q2 2025 | -1.6x | Net Cash |
| Q1 2025 | -2.3x | Net Cash |
| Q4 2024 | -6.1x | Net Cash |
PLTR has more cash than debt.
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).
PLTR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.4 | Neutral |
| Stochastic | 47.4 | Neutral |
PLTR's weekly RSI is 51 (neutral) and its Stochastic is 47 (neutral).
APPF PE vs Technology Sector
| Metric | APPF | Sector median | Relative |
|---|---|---|---|
| PE | 47x | 28x | 69% above |
| PE % | 46 | 35 | 11 pts above |
APPF has the edge over PLTR on valuation relative to its sector.
PLTR PE vs Technology Sector
| Metric | PLTR | Sector median | Relative |
|---|---|---|---|
| PE | 120x | 28x | 331% above |
| PE % | 1 | 38 | 37 pts below |
PLTR is trading at 120x earnings, a 331% premium to the Technology sector's median of 28x.
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 PLTR on trend strength, trading above more of its moving averages.
PLTR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $185.8 | 7.6% below |
| 20 week MA | $167.6 | 2.4% above |
| 50 week MA | $157.1 | 9.2% above |
| 100 week MA | $143.8 | 19% above |
| 200 week MA | $83.3 | 106% above |
PLTR's trend is up, with a small recent dip: it's below only its 8-week average, and 106% 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 PLTR on returns for 2026, with the stronger performance.
PLTR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.20 | $27.8 | +202% |
| 2021 | $27.8 | $18.9 | -32% |
| 2022 | $18.9 | $6.29 | -67% |
| 2023 | $6.29 | $17.2 | +173% |
| 2024 | $17.2 | $79.1 | +361% |
| 2025 | $79.1 | $188.7 | +139% |
| 2026 YTD | $188.7 | $171.6 | -9.1% |
PLTR's yearly returns have swung widely, from +361% in 2024 to −67% in 2022. It's down 9.1% so far in 2026.