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Side-by-side financial comparison of APPFOLIO INC (APPF) and AVANOS MEDICAL, INC. (AVNS). Click either name above to swap in a different company.
APPFOLIO INC is the larger business by last-quarter revenue ($262.2M vs $180.9M, roughly 1.4× AVANOS MEDICAL, INC.). APPFOLIO INC runs the higher net margin — 16.2% vs -0.7%, a 16.9% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs 0.7%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs 4.4%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Avanos Medical, Inc. is a medical technology company making clinical medical devices. The company consists of two franchises – Pain Management and Chronic Care – that address reducing the use of opioids while helping patients recover faster and preventing infection.
APPF vs AVNS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $180.9M |
| Net Profit | $42.4M | $-1.3M |
| Gross Margin | — | 47.5% |
| Operating Margin | 19.4% | 1.4% |
| Net Margin | 16.2% | -0.7% |
| Revenue YoY | 20.4% | 0.7% |
| Net Profit YoY | 35.2% | 99.7% |
| EPS (diluted) | $1.18 | $-0.02 |
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 | $180.9M | ||
| Q3 25 | $249.4M | $177.8M | ||
| Q2 25 | $235.6M | $175.0M | ||
| Q1 25 | $217.7M | $167.5M | ||
| Q4 24 | $203.7M | $179.6M | ||
| Q3 24 | $205.7M | $170.4M | ||
| Q2 24 | $197.4M | $171.7M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $-1.3M | ||
| Q3 25 | $33.6M | $-1.4M | ||
| Q2 25 | $36.0M | $-76.8M | ||
| Q1 25 | $31.4M | $6.6M | ||
| Q4 24 | $102.7M | $-397.3M | ||
| Q3 24 | $33.0M | $4.3M | ||
| Q2 24 | $29.7M | $1.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 47.5% | ||
| Q3 25 | — | 48.4% | ||
| Q2 25 | — | 52.6% | ||
| Q1 25 | — | 53.6% | ||
| Q4 24 | — | 54.6% | ||
| Q3 24 | — | 54.5% | ||
| Q2 24 | — | 55.7% |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 1.4% | ||
| Q3 25 | 14.1% | 0.1% | ||
| Q2 25 | 17.2% | -42.6% | ||
| Q1 25 | 15.5% | 6.1% | ||
| Q4 24 | 11.3% | -233.0% | ||
| Q3 24 | 20.7% | 7.0% | ||
| Q2 24 | 18.3% | 3.7% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | -0.7% | ||
| Q3 25 | 13.5% | -0.8% | ||
| Q2 25 | 15.3% | -43.9% | ||
| Q1 25 | 14.4% | 3.9% | ||
| Q4 24 | 50.4% | -221.2% | ||
| Q3 24 | 16.0% | 2.5% | ||
| Q2 24 | 15.0% | 1.0% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $-0.02 | ||
| Q3 25 | $0.93 | $-0.03 | ||
| Q2 25 | $0.99 | $-1.66 | ||
| Q1 25 | $0.86 | $0.14 | ||
| Q4 24 | $2.79 | $-8.64 | ||
| Q3 24 | $0.90 | $0.09 | ||
| Q2 24 | $0.81 | $0.04 |
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 | $89.8M |
| Total DebtLower is stronger | — | $90.3M |
| Stockholders' EquityBook value | $470.2M | $778.2M |
| Total Assets | $580.6M | $1.1B |
| Debt / EquityLower = less leverage | — | 0.12× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $89.8M | ||
| Q3 25 | $76.1M | $70.5M | ||
| Q2 25 | $73.5M | $90.3M | ||
| Q1 25 | $56.9M | $97.0M | ||
| Q4 24 | $42.5M | $107.7M | ||
| Q3 24 | $62.4M | $89.0M | ||
| Q2 24 | $59.6M | $92.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $90.3M | ||
| Q3 25 | — | $93.4M | ||
| Q2 25 | — | $95.7M | ||
| Q1 25 | — | $98.0M | ||
| Q4 24 | — | $125.3M | ||
| Q3 24 | — | $152.6M | ||
| Q2 24 | — | $164.9M |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $778.2M | ||
| Q3 25 | $498.9M | $778.0M | ||
| Q2 25 | $455.6M | $776.3M | ||
| Q1 25 | $462.1M | $839.4M | ||
| Q4 24 | $519.3M | $828.5M | ||
| Q3 24 | $412.8M | $1.2B | ||
| Q2 24 | $371.4M | $1.2B |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $1.1B | ||
| Q3 25 | $640.5M | $1.1B | ||
| Q2 25 | $567.4M | $1.0B | ||
| Q1 25 | $564.7M | $1.1B | ||
| Q4 24 | $626.7M | $1.2B | ||
| Q3 24 | $523.3M | $1.7B | ||
| Q2 24 | $479.3M | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.12× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | 0.12× | ||
| Q2 24 | — | 0.13× |
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 | $28.2M |
| Free Cash FlowOCF − Capex | — | $21.3M |
| FCF MarginFCF / Revenue | — | 11.8% |
| Capex IntensityCapex / Revenue | — | 3.8% |
| Cash ConversionOCF / Net Profit | 0.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $43.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $28.2M | ||
| Q3 25 | $86.0M | $14.0M | ||
| Q2 25 | $52.6M | $6.8M | ||
| Q1 25 | $38.5M | $25.7M | ||
| Q4 24 | $36.6M | $57.9M | ||
| Q3 24 | $57.8M | $23.0M | ||
| Q2 24 | $50.9M | $27.8M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $21.3M | ||
| Q3 25 | $84.7M | $7.0M | ||
| Q2 25 | $52.4M | $-4.2M | ||
| Q1 25 | $38.2M | $19.0M | ||
| Q4 24 | $36.4M | $53.1M | ||
| Q3 24 | $57.4M | $20.0M | ||
| Q2 24 | $50.8M | $21.9M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 11.8% | ||
| Q3 25 | 34.0% | 3.9% | ||
| Q2 25 | 22.2% | -2.4% | ||
| Q1 25 | 17.6% | 11.3% | ||
| Q4 24 | 17.9% | 29.6% | ||
| Q3 24 | 27.9% | 11.7% | ||
| Q2 24 | 25.8% | 12.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 3.8% | ||
| Q3 25 | 0.5% | 3.9% | ||
| Q2 25 | 0.1% | 6.3% | ||
| Q1 25 | 0.1% | 4.0% | ||
| Q4 24 | 0.1% | 2.7% | ||
| Q3 24 | 0.2% | 1.8% | ||
| Q2 24 | 0.0% | 3.4% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 2.56× | — | ||
| Q2 25 | 1.46× | — | ||
| Q1 25 | 1.23× | 3.89× | ||
| Q4 24 | 0.36× | — | ||
| Q3 24 | 1.75× | 5.35× | ||
| Q2 24 | 1.71× | 15.44× |
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% |
AVNS
| Enteral Feeding | $83.0M | 46% |
| Radiofrequency Ablation | $36.9M | 20% |
| Neonate Solutions | $32.1M | 18% |
| Surgical Pain And Recovery | $24.7M | 14% |
| Corporate Other | $4.2M | 2% |
