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Side-by-side financial comparison of APPFOLIO INC (APPF) and Azenta, Inc. (AZTA). Click either name above to swap in a different company.
APPFOLIO INC is the larger business by last-quarter revenue ($262.2M vs $148.6M, roughly 1.8× Azenta, Inc.). APPFOLIO INC runs the higher net margin — 16.2% vs -10.4%, a 26.6% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs 0.8%). 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.
Azenta, was founded in 1978, and is based in Chelmsford, Massachusetts, United States. The company is a provider of life sciences services including genomics, cryogenic storage, automation, and informatics.
APPF vs AZTA — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $148.6M |
| Net Profit | $42.4M | $-15.4M |
| Gross Margin | — | 42.9% |
| Operating Margin | 19.4% | -4.9% |
| Net Margin | 16.2% | -10.4% |
| Revenue YoY | 20.4% | 0.8% |
| Net Profit YoY | 35.2% | -15.7% |
| EPS (diluted) | $1.18 | $-0.34 |
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 | $148.6M | ||
| Q3 25 | $249.4M | $159.2M | ||
| Q2 25 | $235.6M | $143.9M | ||
| Q1 25 | $217.7M | $143.3M | ||
| Q4 24 | $203.7M | $147.4M | ||
| Q3 24 | $205.7M | $150.6M | ||
| Q2 24 | $197.4M | $144.3M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $-15.4M | ||
| Q3 25 | $33.6M | $50.9M | ||
| Q2 25 | $36.0M | $-48.0M | ||
| Q1 25 | $31.4M | $-47.7M | ||
| Q4 24 | $102.7M | $-11.0M | ||
| Q3 24 | $33.0M | $-6.6M | ||
| Q2 24 | $29.7M | $-6.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 42.9% | ||
| Q3 25 | — | 45.4% | ||
| Q2 25 | — | 46.2% | ||
| Q1 25 | — | 43.8% | ||
| Q4 24 | — | 46.7% | ||
| Q3 24 | — | 45.5% | ||
| Q2 24 | — | 44.8% |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | -4.9% | ||
| Q3 25 | 14.1% | 1.2% | ||
| Q2 25 | 17.2% | -1.3% | ||
| Q1 25 | 15.5% | -12.7% | ||
| Q4 24 | 11.3% | -5.9% | ||
| Q3 24 | 20.7% | -3.1% | ||
| Q2 24 | 18.3% | -4.9% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | -10.4% | ||
| Q3 25 | 13.5% | 32.0% | ||
| Q2 25 | 15.3% | -33.4% | ||
| Q1 25 | 14.4% | -33.3% | ||
| Q4 24 | 50.4% | -7.5% | ||
| Q3 24 | 16.0% | -4.4% | ||
| Q2 24 | 15.0% | -4.5% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $-0.34 | ||
| Q3 25 | $0.93 | $1.12 | ||
| Q2 25 | $0.99 | $-1.05 | ||
| Q1 25 | $0.86 | $-1.04 | ||
| Q4 24 | $2.79 | $-0.25 | ||
| Q3 24 | $0.90 | $-0.25 | ||
| Q2 24 | $0.81 | $-0.12 |
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 | $336.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $470.2M | $1.7B |
| Total Assets | $580.6M | $2.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $336.6M | ||
| Q3 25 | $76.1M | $279.8M | ||
| Q2 25 | $73.5M | $270.0M | ||
| Q1 25 | $56.9M | $253.6M | ||
| Q4 24 | $42.5M | $377.5M | ||
| Q3 24 | $62.4M | $280.0M | ||
| Q2 24 | $59.6M | $336.5M |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $1.7B | ||
| Q3 25 | $498.9M | $1.7B | ||
| Q2 25 | $455.6M | $1.7B | ||
| Q1 25 | $462.1M | $1.7B | ||
| Q4 24 | $519.3M | $1.7B | ||
| Q3 24 | $412.8M | $1.8B | ||
| Q2 24 | $371.4M | $2.0B |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $2.1B | ||
| Q3 25 | $640.5M | $2.1B | ||
| Q2 25 | $567.4M | $2.0B | ||
| Q1 25 | $564.7M | $2.0B | ||
| Q4 24 | $626.7M | $2.0B | ||
| Q3 24 | $523.3M | $2.1B | ||
| Q2 24 | $479.3M | $2.3B |
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 | $20.8M |
| Free Cash FlowOCF − Capex | — | $14.7M |
| FCF MarginFCF / Revenue | — | 9.9% |
| Capex IntensityCapex / Revenue | — | 4.2% |
| Cash ConversionOCF / Net Profit | 0.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $30.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $20.8M | ||
| Q3 25 | $86.0M | $2.2M | ||
| Q2 25 | $52.6M | $25.8M | ||
| Q1 25 | $38.5M | $14.4M | ||
| Q4 24 | $36.6M | $29.8M | ||
| Q3 24 | $57.8M | $17.7M | ||
| Q2 24 | $50.9M | $9.8M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $14.7M | ||
| Q3 25 | $84.7M | $-5.7M | ||
| Q2 25 | $52.4M | $15.0M | ||
| Q1 25 | $38.2M | $7.0M | ||
| Q4 24 | $36.4M | $22.0M | ||
| Q3 24 | $57.4M | $8.3M | ||
| Q2 24 | $50.8M | $1.3M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 9.9% | ||
| Q3 25 | 34.0% | -3.6% | ||
| Q2 25 | 22.2% | 10.4% | ||
| Q1 25 | 17.6% | 4.9% | ||
| Q4 24 | 17.9% | 15.0% | ||
| Q3 24 | 27.9% | 5.5% | ||
| Q2 24 | 25.8% | 0.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 4.2% | ||
| Q3 25 | 0.5% | 4.9% | ||
| Q2 25 | 0.1% | 7.5% | ||
| Q1 25 | 0.1% | 5.2% | ||
| Q4 24 | 0.1% | 5.3% | ||
| Q3 24 | 0.2% | 6.2% | ||
| Q2 24 | 0.0% | 5.9% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 2.56× | 0.04× | ||
| Q2 25 | 1.46× | — | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 0.36× | — | ||
| Q3 24 | 1.75× | — | ||
| Q2 24 | 1.71× | — |
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% |
AZTA
| Multiomics | $67.2M | 45% |
| Core Products | $47.6M | 32% |
| Sample Repository Solutions | $33.8M | 23% |
