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Side-by-side financial comparison of ACADIA PHARMACEUTICALS INC (ACAD) and APPFOLIO INC (APPF). Click either name above to swap in a different company.
ACADIA PHARMACEUTICALS INC is the larger business by last-quarter revenue ($284.0M vs $262.2M, roughly 1.1× APPFOLIO INC). ACADIA PHARMACEUTICALS INC runs the higher net margin — 96.3% vs 16.2%, a 80.2% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs 9.4%). Over the past eight quarters, ACADIA PHARMACEUTICALS INC's revenue compounded faster (17.5% CAGR vs 15.3%).
Acadia Pharmaceuticals Inc. is a biopharmaceutical company headquartered in Del Mar, San Diego, California.
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
ACAD vs APPF — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $284.0M | $262.2M |
| Net Profit | $273.6M | $42.4M |
| Gross Margin | 90.8% | — |
| Operating Margin | 6.1% | 19.4% |
| Net Margin | 96.3% | 16.2% |
| Revenue YoY | 9.4% | 20.4% |
| Net Profit YoY | 90.3% | 35.2% |
| EPS (diluted) | $1.61 | $1.18 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $262.2M | ||
| Q4 25 | $284.0M | $248.2M | ||
| Q3 25 | $278.6M | $249.4M | ||
| Q2 25 | $264.6M | $235.6M | ||
| Q1 25 | $244.3M | $217.7M | ||
| Q4 24 | $259.6M | $203.7M | ||
| Q3 24 | $250.4M | $205.7M | ||
| Q2 24 | $242.0M | $197.4M |
| Q1 26 | — | $42.4M | ||
| Q4 25 | $273.6M | $39.9M | ||
| Q3 25 | $71.8M | $33.6M | ||
| Q2 25 | $26.7M | $36.0M | ||
| Q1 25 | $19.0M | $31.4M | ||
| Q4 24 | $143.7M | $102.7M | ||
| Q3 24 | $32.8M | $33.0M | ||
| Q2 24 | $33.4M | $29.7M |
| Q1 26 | — | — | ||
| Q4 25 | 90.8% | — | ||
| Q3 25 | 92.2% | — | ||
| Q2 25 | 92.2% | — | ||
| Q1 25 | 91.7% | — | ||
| Q4 24 | 91.6% | — | ||
| Q3 24 | 92.5% | — | ||
| Q2 24 | 92.5% | — |
| Q1 26 | — | 19.4% | ||
| Q4 25 | 6.1% | 17.6% | ||
| Q3 25 | 12.8% | 14.1% | ||
| Q2 25 | 12.2% | 17.2% | ||
| Q1 25 | 7.9% | 15.5% | ||
| Q4 24 | 59.1% | 11.3% | ||
| Q3 24 | 12.6% | 20.7% | ||
| Q2 24 | 12.6% | 18.3% |
| Q1 26 | — | 16.2% | ||
| Q4 25 | 96.3% | 16.1% | ||
| Q3 25 | 25.8% | 13.5% | ||
| Q2 25 | 10.1% | 15.3% | ||
| Q1 25 | 7.8% | 14.4% | ||
| Q4 24 | 55.4% | 50.4% | ||
| Q3 24 | 13.1% | 16.0% | ||
| Q2 24 | 13.8% | 15.0% |
| Q1 26 | — | $1.18 | ||
| Q4 25 | $1.61 | $1.10 | ||
| Q3 25 | $0.42 | $0.93 | ||
| Q2 25 | $0.16 | $0.99 | ||
| Q1 25 | $0.11 | $0.86 | ||
| Q4 24 | $0.86 | $2.79 | ||
| Q3 24 | $0.20 | $0.90 | ||
| Q2 24 | $0.20 | $0.81 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $177.7M | $147.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.2B | $470.2M |
| Total Assets | $1.6B | $580.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $147.4M | ||
| Q4 25 | $177.7M | $107.0M | ||
| Q3 25 | $258.0M | $76.1M | ||
| Q2 25 | $253.6M | $73.5M | ||
| Q1 25 | $217.7M | $56.9M | ||
| Q4 24 | $319.6M | $42.5M | ||
| Q3 24 | $155.1M | $62.4M | ||
| Q2 24 | $177.1M | $59.6M |
| Q1 26 | — | $470.2M | ||
| Q4 25 | $1.2B | $542.6M | ||
| Q3 25 | $917.3M | $498.9M | ||
| Q2 25 | $822.4M | $455.6M | ||
| Q1 25 | $765.2M | $462.1M | ||
| Q4 24 | $732.8M | $519.3M | ||
| Q3 24 | $577.2M | $412.8M | ||
| Q2 24 | $516.7M | $371.4M |
| Q1 26 | — | $580.6M | ||
| Q4 25 | $1.6B | $689.0M | ||
| Q3 25 | $1.3B | $640.5M | ||
| Q2 25 | $1.2B | $567.4M | ||
| Q1 25 | $1.1B | $564.7M | ||
| Q4 24 | $1.2B | $626.7M | ||
| Q3 24 | $976.9M | $523.3M | ||
| Q2 24 | $914.1M | $479.3M |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-48.7M | $34.3M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | -0.18× | 0.81× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $34.3M | ||
| Q4 25 | $-48.7M | $65.0M | ||
| Q3 25 | $74.3M | $86.0M | ||
| Q2 25 | $64.0M | $52.6M | ||
| Q1 25 | $20.3M | $38.5M | ||
| Q4 24 | $40.4M | $36.6M | ||
| Q3 24 | $63.2M | $57.8M | ||
| Q2 24 | $25.0M | $50.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $63.7M | ||
| Q3 25 | $73.9M | $84.7M | ||
| Q2 25 | — | $52.4M | ||
| Q1 25 | — | $38.2M | ||
| Q4 24 | — | $36.4M | ||
| Q3 24 | $63.2M | $57.4M | ||
| Q2 24 | — | $50.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 25.7% | ||
| Q3 25 | 26.5% | 34.0% | ||
| Q2 25 | — | 22.2% | ||
| Q1 25 | — | 17.6% | ||
| Q4 24 | — | 17.9% | ||
| Q3 24 | 25.2% | 27.9% | ||
| Q2 24 | — | 25.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.5% | ||
| Q3 25 | 0.1% | 0.5% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | 0.0% | 0.2% | ||
| Q2 24 | — | 0.0% |
| Q1 26 | — | 0.81× | ||
| Q4 25 | -0.18× | 1.63× | ||
| Q3 25 | 1.03× | 2.56× | ||
| Q2 25 | 2.40× | 1.46× | ||
| Q1 25 | 1.07× | 1.23× | ||
| Q4 24 | 0.28× | 0.36× | ||
| Q3 24 | 1.93× | 1.75× | ||
| Q2 24 | 0.75× | 1.71× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACAD
| Nuplazid | $174.4M | 61% |
| Daybue | $109.6M | 39% |
APPF
| Value Added Services | $201.4M | 77% |
| Subscription Services | $58.2M | 22% |
