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Side-by-side financial comparison of APPFOLIO INC (APPF) and AdvanSix Inc. (ASIX). Click either name above to swap in a different company.
AdvanSix Inc. is the larger business by last-quarter revenue ($359.9M vs $262.2M, roughly 1.4× APPFOLIO INC). APPFOLIO INC runs the higher net margin — 16.2% vs -0.8%, a 17.0% 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, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs 3.4%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
AdvanSix Inc. is an American chemical company that produces nylon 6 and related chemicals such as caprolactam and ammonium sulfate fertilizers. It operated as Honeywell's Resins and Chemicals division until 2016, when it was spun off as a separate company. The unit accounted for 3 percent of Honeywell's sales at the time. For 2019, revenue is estimated at $1.4 billion. The company traces its lineage to the H. W. Jayne Company, established 1884 in Frankford, Pennsylvania.
APPF vs ASIX — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $359.9M |
| Net Profit | $42.4M | $-2.8M |
| Gross Margin | — | 7.6% |
| Operating Margin | 19.4% | -0.7% |
| Net Margin | 16.2% | -0.8% |
| Revenue YoY | 20.4% | 9.4% |
| Net Profit YoY | 35.2% | -892.9% |
| EPS (diluted) | $1.18 | $-0.11 |
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 | $248.2M | $359.9M | ||
| Q3 25 | $249.4M | $374.5M | ||
| Q2 25 | $235.6M | $410.0M | ||
| Q1 25 | $217.7M | $377.8M | ||
| Q4 24 | $203.7M | $329.1M | ||
| Q3 24 | $205.7M | $398.2M | ||
| Q2 24 | $197.4M | $453.5M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $-2.8M | ||
| Q3 25 | $33.6M | $-2.6M | ||
| Q2 25 | $36.0M | $31.4M | ||
| Q1 25 | $31.4M | $23.3M | ||
| Q4 24 | $102.7M | $352.0K | ||
| Q3 24 | $33.0M | $22.3M | ||
| Q2 24 | $29.7M | $38.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | 6.8% | ||
| Q2 25 | — | 14.3% | ||
| Q1 25 | — | 14.2% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | — | 14.4% | ||
| Q2 24 | — | 17.9% |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | -0.7% | ||
| Q3 25 | 14.1% | -0.9% | ||
| Q2 25 | 17.2% | 7.7% | ||
| Q1 25 | 15.5% | 7.7% | ||
| Q4 24 | 11.3% | -3.9% | ||
| Q3 24 | 20.7% | 7.5% | ||
| Q2 24 | 18.3% | 11.5% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | -0.8% | ||
| Q3 25 | 13.5% | -0.7% | ||
| Q2 25 | 15.3% | 7.7% | ||
| Q1 25 | 14.4% | 6.2% | ||
| Q4 24 | 50.4% | 0.1% | ||
| Q3 24 | 16.0% | 5.6% | ||
| Q2 24 | 15.0% | 8.6% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $-0.11 | ||
| Q3 25 | $0.93 | $-0.10 | ||
| Q2 25 | $0.99 | $1.15 | ||
| Q1 25 | $0.86 | $0.86 | ||
| Q4 24 | $2.79 | $0.02 | ||
| Q3 24 | $0.90 | $0.82 | ||
| Q2 24 | $0.81 | $1.43 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $147.4M | $19.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $470.2M | $815.2M |
| Total Assets | $580.6M | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $19.8M | ||
| Q3 25 | $76.1M | $23.7M | ||
| Q2 25 | $73.5M | $18.4M | ||
| Q1 25 | $56.9M | $8.3M | ||
| Q4 24 | $42.5M | $19.6M | ||
| Q3 24 | $62.4M | $17.3M | ||
| Q2 24 | $59.6M | $12.1M |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $815.2M | ||
| Q3 25 | $498.9M | $818.2M | ||
| Q2 25 | $455.6M | $823.7M | ||
| Q1 25 | $462.1M | $794.4M | ||
| Q4 24 | $519.3M | $774.6M | ||
| Q3 24 | $412.8M | $766.4M | ||
| Q2 24 | $371.4M | $746.6M |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $1.7B | ||
| Q3 25 | $640.5M | $1.7B | ||
| Q2 25 | $567.4M | $1.6B | ||
| Q1 25 | $564.7M | $1.6B | ||
| Q4 24 | $626.7M | $1.6B | ||
| Q3 24 | $523.3M | $1.5B | ||
| Q2 24 | $479.3M | $1.5B |
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 | $34.3M | $63.7M |
| Free Cash FlowOCF − Capex | — | $36.1M |
| FCF MarginFCF / Revenue | — | 10.0% |
| Capex IntensityCapex / Revenue | — | 7.7% |
| Cash ConversionOCF / Net Profit | 0.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $6.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $63.7M | ||
| Q3 25 | $86.0M | $26.6M | ||
| Q2 25 | $52.6M | $21.1M | ||
| Q1 25 | $38.5M | $11.4M | ||
| Q4 24 | $36.6M | $64.2M | ||
| Q3 24 | $57.8M | $57.3M | ||
| Q2 24 | $50.9M | $50.2M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $36.1M | ||
| Q3 25 | $84.7M | $66.0K | ||
| Q2 25 | $52.4M | $-7.2M | ||
| Q1 25 | $38.2M | $-22.6M | ||
| Q4 24 | $36.4M | $29.8M | ||
| Q3 24 | $57.4M | $26.8M | ||
| Q2 24 | $50.8M | $16.7M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 10.0% | ||
| Q3 25 | 34.0% | 0.0% | ||
| Q2 25 | 22.2% | -1.7% | ||
| Q1 25 | 17.6% | -6.0% | ||
| Q4 24 | 17.9% | 9.1% | ||
| Q3 24 | 27.9% | 6.7% | ||
| Q2 24 | 25.8% | 3.7% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 7.7% | ||
| Q3 25 | 0.5% | 7.1% | ||
| Q2 25 | 0.1% | 6.9% | ||
| Q1 25 | 0.1% | 9.0% | ||
| Q4 24 | 0.1% | 10.4% | ||
| Q3 24 | 0.2% | 7.7% | ||
| Q2 24 | 0.0% | 7.4% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 2.56× | — | ||
| Q2 25 | 1.46× | 0.67× | ||
| Q1 25 | 1.23× | 0.49× | ||
| Q4 24 | 0.36× | 182.29× | ||
| Q3 24 | 1.75× | 2.57× | ||
| Q2 24 | 1.71× | 1.29× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
APPF
| Value Added Services | $201.4M | 77% |
| Subscription Services | $58.2M | 22% |
ASIX
| Plant Nutrients | $140.0M | 39% |
| Chemical Intermediates | $92.8M | 26% |
| Caprolactam | $64.4M | 18% |
| Nylon Resins | $62.8M | 17% |
