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Side-by-side financial comparison of APPFOLIO INC (APPF) and BJs RESTAURANTS INC (BJRI). Click either name above to swap in a different company.
BJs RESTAURANTS INC is the larger business by last-quarter revenue ($355.4M vs $262.2M, roughly 1.4× APPFOLIO INC). APPFOLIO INC runs the higher net margin — 16.2% vs 3.6%, a 12.6% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs 3.2%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs 2.6%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
BJ's Restaurants Inc. operates a chain of casual dining restaurants across the United States. Its menu features signature deep-dish pizzas, craft beers, handcrafted cocktails, and a wide range of American comfort food. The brand primarily serves family groups, friend gatherings, and casual diners seeking affordable, high-quality meals in a relaxed, welcoming in-store environment.
APPF vs BJRI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $355.4M |
| Net Profit | $42.4M | $12.6M |
| Gross Margin | — | 74.5% |
| Operating Margin | 19.4% | 3.1% |
| Net Margin | 16.2% | 3.6% |
| Revenue YoY | 20.4% | 3.2% |
| Net Profit YoY | 35.2% | -24.2% |
| EPS (diluted) | $1.18 | $0.58 |
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 | $355.4M | ||
| Q3 25 | $249.4M | $365.6M | ||
| Q2 25 | $235.6M | $348.0M | ||
| Q1 25 | $217.7M | — | ||
| Q4 24 | $203.7M | $325.7M | ||
| Q3 24 | $205.7M | $349.9M | ||
| Q2 24 | $197.4M | $337.3M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $12.6M | ||
| Q3 25 | $33.6M | $22.2M | ||
| Q2 25 | $36.0M | $13.5M | ||
| Q1 25 | $31.4M | — | ||
| Q4 24 | $102.7M | $-2.9M | ||
| Q3 24 | $33.0M | $17.2M | ||
| Q2 24 | $29.7M | $7.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | 74.5% | ||
| Q3 25 | — | 75.2% | ||
| Q2 25 | — | 75.0% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 73.4% | ||
| Q3 24 | — | 74.3% | ||
| Q2 24 | — | 74.8% |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 3.1% | ||
| Q3 25 | 14.1% | 5.8% | ||
| Q2 25 | 17.2% | 4.3% | ||
| Q1 25 | 15.5% | — | ||
| Q4 24 | 11.3% | -0.8% | ||
| Q3 24 | 20.7% | 3.8% | ||
| Q2 24 | 18.3% | 2.4% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | 3.6% | ||
| Q3 25 | 13.5% | 6.1% | ||
| Q2 25 | 15.3% | 3.9% | ||
| Q1 25 | 14.4% | — | ||
| Q4 24 | 50.4% | -0.9% | ||
| Q3 24 | 16.0% | 4.9% | ||
| Q2 24 | 15.0% | 2.3% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $0.58 | ||
| Q3 25 | $0.93 | $0.97 | ||
| Q2 25 | $0.99 | $0.58 | ||
| Q1 25 | $0.86 | — | ||
| Q4 24 | $2.79 | $-0.13 | ||
| Q3 24 | $0.90 | $0.72 | ||
| Q2 24 | $0.81 | $0.32 |
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 | $23.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $470.2M | $366.2M |
| Total Assets | $580.6M | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $23.8M | ||
| Q3 25 | $76.1M | $26.0M | ||
| Q2 25 | $73.5M | $19.0M | ||
| Q1 25 | $56.9M | — | ||
| Q4 24 | $42.5M | $18.4M | ||
| Q3 24 | $62.4M | $16.2M | ||
| Q2 24 | $59.6M | $18.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $60.5M | ||
| Q2 25 | — | $85.5M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $66.5M | ||
| Q3 24 | — | $63.5M | ||
| Q2 24 | — | $58.0M |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $366.2M | ||
| Q3 25 | $498.9M | $386.6M | ||
| Q2 25 | $455.6M | $371.5M | ||
| Q1 25 | $462.1M | — | ||
| Q4 24 | $519.3M | $376.2M | ||
| Q3 24 | $412.8M | $386.5M | ||
| Q2 24 | $371.4M | $375.4M |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $1.0B | ||
| Q3 25 | $640.5M | $1.0B | ||
| Q2 25 | $567.4M | $1.0B | ||
| Q1 25 | $564.7M | — | ||
| Q4 24 | $626.7M | $1.0B | ||
| Q3 24 | $523.3M | $1.0B | ||
| Q2 24 | $479.3M | $1.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.23× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.15× |
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 | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 0.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | — | ||
| Q3 25 | $86.0M | $62.3M | ||
| Q2 25 | $52.6M | $4.6M | ||
| Q1 25 | $38.5M | — | ||
| Q4 24 | $36.6M | $27.3M | ||
| Q3 24 | $57.8M | $20.2M | ||
| Q2 24 | $50.9M | $22.3M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | — | ||
| Q3 25 | $84.7M | $41.9M | ||
| Q2 25 | $52.4M | $-12.1M | ||
| Q1 25 | $38.2M | — | ||
| Q4 24 | $36.4M | $7.6M | ||
| Q3 24 | $57.4M | $735.0K | ||
| Q2 24 | $50.8M | $448.0K |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | — | ||
| Q3 25 | 34.0% | 11.5% | ||
| Q2 25 | 22.2% | -3.5% | ||
| Q1 25 | 17.6% | — | ||
| Q4 24 | 17.9% | 2.3% | ||
| Q3 24 | 27.9% | 0.2% | ||
| Q2 24 | 25.8% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.5% | 5.6% | ||
| Q2 25 | 0.1% | 4.8% | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.1% | 6.0% | ||
| Q3 24 | 0.2% | 5.6% | ||
| Q2 24 | 0.0% | 6.5% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 2.56× | 2.80× | ||
| Q2 25 | 1.46× | 0.34× | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 0.36× | — | ||
| Q3 24 | 1.75× | 1.18× | ||
| Q2 24 | 1.71× | 2.89× |
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% |
BJRI
Segment breakdown not available.
