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Side-by-side financial comparison of AGNC Investment Corp. (AGNC) and APPFOLIO INC (APPF). Click either name above to swap in a different company.
APPFOLIO INC is the larger business by last-quarter revenue ($262.2M vs $206.0M, roughly 1.3× AGNC Investment Corp.). AGNC Investment Corp. runs the higher net margin — 463.1% vs 16.2%, a 446.9% gap on every dollar of revenue. On growth, AGNC Investment Corp. posted the faster year-over-year revenue change (79.1% vs 20.4%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs 7.9%).
The Russell 1000 Index is a U.S. stock market index that tracks the largest 1,000 stocks in the Russell 3000 Index, which represent about 93% of the total market capitalization of that index. The index is market cap weighted, meaning larger companies have a greater influence on the index than smaller companies.
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
AGNC vs APPF — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $206.0M | $262.2M |
| Net Profit | $954.0M | $42.4M |
| Gross Margin | — | — |
| Operating Margin | — | 19.4% |
| Net Margin | 463.1% | 16.2% |
| Revenue YoY | 79.1% | 20.4% |
| Net Profit YoY | 682.0% | 35.2% |
| EPS (diluted) | $0.90 | $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 | $206.0M | $248.2M | ||
| Q3 25 | $148.0M | $249.4M | ||
| Q2 25 | $162.0M | $235.6M | ||
| Q1 25 | $159.0M | $217.7M | ||
| Q4 24 | — | $203.7M | ||
| Q3 24 | $-64.0M | $205.7M | ||
| Q2 24 | $-3.0M | $197.4M |
| Q1 26 | — | $42.4M | ||
| Q4 25 | $954.0M | $39.9M | ||
| Q3 25 | $806.0M | $33.6M | ||
| Q2 25 | $-140.0M | $36.0M | ||
| Q1 25 | $50.0M | $31.4M | ||
| Q4 24 | — | $102.7M | ||
| Q3 24 | $346.0M | $33.0M | ||
| Q2 24 | $-48.0M | $29.7M |
| Q1 26 | — | 19.4% | ||
| Q4 25 | — | 17.6% | ||
| Q3 25 | — | 14.1% | ||
| Q2 25 | — | 17.2% | ||
| Q1 25 | — | 15.5% | ||
| Q4 24 | — | 11.3% | ||
| Q3 24 | — | 20.7% | ||
| Q2 24 | — | 18.3% |
| Q1 26 | — | 16.2% | ||
| Q4 25 | 463.1% | 16.1% | ||
| Q3 25 | 544.6% | 13.5% | ||
| Q2 25 | -86.4% | 15.3% | ||
| Q1 25 | 31.4% | 14.4% | ||
| Q4 24 | — | 50.4% | ||
| Q3 24 | -540.6% | 16.0% | ||
| Q2 24 | 1600.0% | 15.0% |
| Q1 26 | — | $1.18 | ||
| Q4 25 | $0.90 | $1.10 | ||
| Q3 25 | $0.72 | $0.93 | ||
| Q2 25 | $-0.17 | $0.99 | ||
| Q1 25 | $0.02 | $0.86 | ||
| Q4 24 | — | $2.79 | ||
| Q3 24 | $0.39 | $0.90 | ||
| Q2 24 | $-0.11 | $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 | $450.0M | $147.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $12.4B | $470.2M |
| Total Assets | $115.1B | $580.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $147.4M | ||
| Q4 25 | $450.0M | $107.0M | ||
| Q3 25 | $450.0M | $76.1M | ||
| Q2 25 | $656.0M | $73.5M | ||
| Q1 25 | $455.0M | $56.9M | ||
| Q4 24 | — | $42.5M | ||
| Q3 24 | $507.0M | $62.4M | ||
| Q2 24 | $530.0M | $59.6M |
| Q1 26 | — | $470.2M | ||
| Q4 25 | $12.4B | $542.6M | ||
| Q3 25 | $11.4B | $498.9M | ||
| Q2 25 | $10.3B | $455.6M | ||
| Q1 25 | $10.0B | $462.1M | ||
| Q4 24 | — | $519.3M | ||
| Q3 24 | $9.7B | $412.8M | ||
| Q2 24 | $8.7B | $371.4M |
| Q1 26 | — | $580.6M | ||
| Q4 25 | $115.1B | $689.0M | ||
| Q3 25 | $109.0B | $640.5M | ||
| Q2 25 | $102.0B | $567.4M | ||
| Q1 25 | $95.9B | $564.7M | ||
| Q4 24 | — | $626.7M | ||
| Q3 24 | $89.6B | $523.3M | ||
| Q2 24 | $79.7B | $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 | $653.0M | $34.3M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 0.68× | 0.81× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $34.3M | ||
| Q4 25 | $653.0M | $65.0M | ||
| Q3 25 | $153.0M | $86.0M | ||
| Q2 25 | $180.0M | $52.6M | ||
| Q1 25 | $192.0M | $38.5M | ||
| Q4 24 | — | $36.6M | ||
| Q3 24 | $7.0M | $57.8M | ||
| Q2 24 | $-20.0M | $50.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $63.7M | ||
| Q3 25 | — | $84.7M | ||
| Q2 25 | — | $52.4M | ||
| Q1 25 | — | $38.2M | ||
| Q4 24 | — | $36.4M | ||
| Q3 24 | — | $57.4M | ||
| Q2 24 | — | $50.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 25.7% | ||
| Q3 25 | — | 34.0% | ||
| Q2 25 | — | 22.2% | ||
| Q1 25 | — | 17.6% | ||
| Q4 24 | — | 17.9% | ||
| Q3 24 | — | 27.9% | ||
| Q2 24 | — | 25.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 0.2% | ||
| Q2 24 | — | 0.0% |
| Q1 26 | — | 0.81× | ||
| Q4 25 | 0.68× | 1.63× | ||
| Q3 25 | 0.19× | 2.56× | ||
| Q2 25 | — | 1.46× | ||
| Q1 25 | 3.84× | 1.23× | ||
| Q4 24 | — | 0.36× | ||
| Q3 24 | 0.02× | 1.75× | ||
| Q2 24 | — | 1.71× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AGNC
Segment breakdown not available.
APPF
| Value Added Services | $201.4M | 77% |
| Subscription Services | $58.2M | 22% |
