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Side-by-side financial comparison of APPFOLIO INC (APPF) and Clear Channel Outdoor Holdings, Inc. (CCO). Click either name above to swap in a different company.
Clear Channel Outdoor Holdings, Inc. is the larger business by last-quarter revenue ($461.5M vs $262.2M, roughly 1.8× APPFOLIO INC). APPFOLIO INC runs the higher net margin — 16.2% vs 1.7%, a 14.4% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs 8.2%). Over the past eight quarters, Clear Channel Outdoor Holdings, Inc.'s revenue compounded faster (18.8% CAGR vs 15.3%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Clear Channel Outdoor Holdings, Inc. is a multinational corporation focused on outdoor advertising. The company is based in San Antonio, Texas.
APPF vs CCO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $461.5M |
| Net Profit | $42.4M | $8.0M |
| Gross Margin | — | — |
| Operating Margin | 19.4% | 23.3% |
| Net Margin | 16.2% | 1.7% |
| Revenue YoY | 20.4% | 8.2% |
| Net Profit YoY | 35.2% | 144.8% |
| EPS (diluted) | $1.18 | $0.01 |
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 | $461.5M | ||
| Q3 25 | $249.4M | $405.6M | ||
| Q2 25 | $235.6M | $402.8M | ||
| Q1 25 | $217.7M | $334.2M | ||
| Q4 24 | $203.7M | $426.7M | ||
| Q3 24 | $205.7M | $375.2M | ||
| Q2 24 | $197.4M | $376.5M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $8.0M | ||
| Q3 25 | $33.6M | $-60.1M | ||
| Q2 25 | $36.0M | $9.5M | ||
| Q1 25 | $31.4M | $62.5M | ||
| Q4 24 | $102.7M | $-17.9M | ||
| Q3 24 | $33.0M | $-32.5M | ||
| Q2 24 | $29.7M | $-39.2M |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 23.3% | ||
| Q3 25 | 14.1% | 19.9% | ||
| Q2 25 | 17.2% | 19.2% | ||
| Q1 25 | 15.5% | 13.5% | ||
| Q4 24 | 11.3% | 23.5% | ||
| Q3 24 | 20.7% | 17.8% | ||
| Q2 24 | 18.3% | 18.2% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | 1.7% | ||
| Q3 25 | 13.5% | -14.8% | ||
| Q2 25 | 15.3% | 2.4% | ||
| Q1 25 | 14.4% | 18.7% | ||
| Q4 24 | 50.4% | -4.2% | ||
| Q3 24 | 16.0% | -8.7% | ||
| Q2 24 | 15.0% | -10.4% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $0.01 | ||
| Q3 25 | $0.93 | $-0.12 | ||
| Q2 25 | $0.99 | $0.02 | ||
| Q1 25 | $0.86 | $0.13 | ||
| Q4 24 | $2.79 | $-0.03 | ||
| Q3 24 | $0.90 | $-0.07 | ||
| Q2 24 | $0.81 | $-0.08 |
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 | $190.0M |
| Total DebtLower is stronger | — | $5.1B |
| Stockholders' EquityBook value | $470.2M | $-3.4B |
| Total Assets | $580.6M | $3.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $190.0M | ||
| Q3 25 | $76.1M | $155.0M | ||
| Q2 25 | $73.5M | $138.6M | ||
| Q1 25 | $56.9M | $395.8M | ||
| Q4 24 | $42.5M | $109.7M | ||
| Q3 24 | $62.4M | $201.1M | ||
| Q2 24 | $59.6M | $189.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | $5.1B | ||
| Q2 25 | — | $5.1B | ||
| Q1 25 | — | $5.3B | ||
| Q4 24 | — | $5.7B | ||
| Q3 24 | — | $5.7B | ||
| Q2 24 | — | $5.7B |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $-3.4B | ||
| Q3 25 | $498.9M | $-3.5B | ||
| Q2 25 | $455.6M | $-3.4B | ||
| Q1 25 | $462.1M | $-3.4B | ||
| Q4 24 | $519.3M | $-3.6B | ||
| Q3 24 | $412.8M | $-3.6B | ||
| Q2 24 | $371.4M | $-3.6B |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $3.8B | ||
| Q3 25 | $640.5M | $3.8B | ||
| Q2 25 | $567.4M | $3.8B | ||
| Q1 25 | $564.7M | $4.0B | ||
| Q4 24 | $626.7M | $4.8B | ||
| Q3 24 | $523.3M | $4.6B | ||
| Q2 24 | $479.3M | $4.5B |
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 | $56.3M |
| Free Cash FlowOCF − Capex | — | $30.3M |
| FCF MarginFCF / Revenue | — | 6.6% |
| Capex IntensityCapex / Revenue | — | 5.6% |
| Cash ConversionOCF / Net Profit | 0.81× | 7.04× |
| TTM Free Cash FlowTrailing 4 quarters | — | $32.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $56.3M | ||
| Q3 25 | $86.0M | $56.2M | ||
| Q2 25 | $52.6M | $-12.6M | ||
| Q1 25 | $38.5M | $14.9M | ||
| Q4 24 | $36.6M | $29.3M | ||
| Q3 24 | $57.8M | $54.5M | ||
| Q2 24 | $50.9M | $30.8M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $30.3M | ||
| Q3 25 | $84.7M | $41.4M | ||
| Q2 25 | $52.4M | $-29.2M | ||
| Q1 25 | $38.2M | $-10.6M | ||
| Q4 24 | $36.4M | $-27.8M | ||
| Q3 24 | $57.4M | $21.0M | ||
| Q2 24 | $50.8M | $5.2M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 6.6% | ||
| Q3 25 | 34.0% | 10.2% | ||
| Q2 25 | 22.2% | -7.2% | ||
| Q1 25 | 17.6% | -3.2% | ||
| Q4 24 | 17.9% | -6.5% | ||
| Q3 24 | 27.9% | 5.6% | ||
| Q2 24 | 25.8% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 5.6% | ||
| Q3 25 | 0.5% | 3.7% | ||
| Q2 25 | 0.1% | 4.1% | ||
| Q1 25 | 0.1% | 7.6% | ||
| Q4 24 | 0.1% | 13.4% | ||
| Q3 24 | 0.2% | 8.9% | ||
| Q2 24 | 0.0% | 6.8% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 7.04× | ||
| Q3 25 | 2.56× | — | ||
| Q2 25 | 1.46× | -1.32× | ||
| Q1 25 | 1.23× | 0.24× | ||
| 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 | $164.7M | 63% |
| Subscription Services | $58.2M | 22% |
| Other | $39.3M | 15% |
CCO
Segment breakdown not available.
