vs
Side-by-side financial comparison of APPFOLIO INC (APPF) and Climb Global Solutions, Inc. (CLMB). Click either name above to swap in a different company.
APPFOLIO INC is the larger business by last-quarter revenue ($262.2M vs $182.4M, roughly 1.4× Climb Global Solutions, Inc.). APPFOLIO INC runs the higher net margin — 16.2% vs 1.8%, a 14.4% gap on every dollar of revenue. On growth, Climb Global Solutions, Inc. posted the faster year-over-year revenue change (32.1% vs 20.4%). Over the past eight quarters, Climb Global Solutions, Inc.'s revenue compounded faster (40.7% 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.
Univar Solutions Inc. is a global chemical and ingredients distributor and provider of value-added services.
APPF vs CLMB — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $182.4M |
| Net Profit | $42.4M | $3.3M |
| Gross Margin | — | 14.5% |
| Operating Margin | 19.4% | 2.1% |
| Net Margin | 16.2% | 1.8% |
| Revenue YoY | 20.4% | 32.1% |
| Net Profit YoY | 35.2% | -9.5% |
| EPS (diluted) | $1.18 | $0.18 |
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 | $182.4M | ||
| Q4 25 | $248.2M | $193.8M | ||
| Q3 25 | $249.4M | $161.3M | ||
| Q2 25 | $235.6M | $159.3M | ||
| Q1 25 | $217.7M | $138.0M | ||
| Q4 24 | $203.7M | $161.8M | ||
| Q3 24 | $205.7M | $119.3M | ||
| Q2 24 | $197.4M | $92.1M |
| Q1 26 | $42.4M | $3.3M | ||
| Q4 25 | $39.9M | $7.0M | ||
| Q3 25 | $33.6M | $4.7M | ||
| Q2 25 | $36.0M | $6.0M | ||
| Q1 25 | $31.4M | $3.7M | ||
| Q4 24 | $102.7M | $7.0M | ||
| Q3 24 | $33.0M | $5.5M | ||
| Q2 24 | $29.7M | $3.4M |
| Q1 26 | — | 14.5% | ||
| Q4 25 | — | 15.4% | ||
| Q3 25 | — | 15.9% | ||
| Q2 25 | — | 16.5% | ||
| Q1 25 | — | 16.9% | ||
| Q4 24 | — | 19.3% | ||
| Q3 24 | — | 20.3% | ||
| Q2 24 | — | 20.2% |
| Q1 26 | 19.4% | 2.1% | ||
| Q4 25 | 17.6% | 4.9% | ||
| Q3 25 | 14.1% | 4.3% | ||
| Q2 25 | 17.2% | 5.0% | ||
| Q1 25 | 15.5% | 3.5% | ||
| Q4 24 | 11.3% | 7.2% | ||
| Q3 24 | 20.7% | 7.1% | ||
| Q2 24 | 18.3% | 4.6% |
| Q1 26 | 16.2% | 1.8% | ||
| Q4 25 | 16.1% | 3.6% | ||
| Q3 25 | 13.5% | 2.9% | ||
| Q2 25 | 15.3% | 3.7% | ||
| Q1 25 | 14.4% | 2.7% | ||
| Q4 24 | 50.4% | 4.3% | ||
| Q3 24 | 16.0% | 4.6% | ||
| Q2 24 | 15.0% | 3.7% |
| Q1 26 | $1.18 | $0.18 | ||
| Q4 25 | $1.10 | $1.51 | ||
| Q3 25 | $0.93 | $1.02 | ||
| Q2 25 | $0.99 | $1.30 | ||
| Q1 25 | $0.86 | $0.81 | ||
| Q4 24 | $2.79 | $1.52 | ||
| Q3 24 | $0.90 | $1.19 | ||
| Q2 24 | $0.81 | $0.75 |
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 | $41.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $470.2M | $118.4M |
| Total Assets | $580.6M | $458.8M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | $41.8M | ||
| Q4 25 | $107.0M | $36.6M | ||
| Q3 25 | $76.1M | $49.8M | ||
| Q2 25 | $73.5M | $28.6M | ||
| Q1 25 | $56.9M | $32.5M | ||
| Q4 24 | $42.5M | $29.8M | ||
| Q3 24 | $62.4M | $22.1M | ||
| Q2 24 | $59.6M | $48.4M |
| Q1 26 | $470.2M | $118.4M | ||
| Q4 25 | $542.6M | $116.6M | ||
| Q3 25 | $498.9M | $109.3M | ||
| Q2 25 | $455.6M | $105.2M | ||
| Q1 25 | $462.1M | $95.6M | ||
| Q4 24 | $519.3M | $90.6M | ||
| Q3 24 | $412.8M | $87.7M | ||
| Q2 24 | $371.4M | $79.8M |
| Q1 26 | $580.6M | $458.8M | ||
| Q4 25 | $689.0M | $460.2M | ||
| Q3 25 | $640.5M | $376.1M | ||
| Q2 25 | $567.4M | $420.7M | ||
| Q1 25 | $564.7M | $370.1M | ||
| Q4 24 | $626.7M | $469.2M | ||
| Q3 24 | $523.3M | $371.9M | ||
| Q2 24 | $479.3M | $302.8M |
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 | $-11.9M | ||
| Q3 25 | $86.0M | $22.2M | ||
| Q2 25 | $52.6M | $-2.2M | ||
| Q1 25 | $38.5M | $8.5M | ||
| Q4 24 | $36.6M | $16.0M | ||
| Q3 24 | $57.8M | $-3.6M | ||
| Q2 24 | $50.9M | $7.3M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | — | ||
| Q3 25 | $84.7M | — | ||
| Q2 25 | $52.4M | — | ||
| Q1 25 | $38.2M | — | ||
| Q4 24 | $36.4M | — | ||
| Q3 24 | $57.4M | — | ||
| Q2 24 | $50.8M | — |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | — | ||
| Q3 25 | 34.0% | — | ||
| Q2 25 | 22.2% | — | ||
| Q1 25 | 17.6% | — | ||
| Q4 24 | 17.9% | — | ||
| Q3 24 | 27.9% | — | ||
| Q2 24 | 25.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 0.1% | — | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 0.2% | — | ||
| Q2 24 | 0.0% | — |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | -1.70× | ||
| Q3 25 | 2.56× | 4.73× | ||
| Q2 25 | 1.46× | -0.37× | ||
| Q1 25 | 1.23× | 2.30× | ||
| Q4 24 | 0.36× | 2.29× | ||
| Q3 24 | 1.75× | -0.66× | ||
| Q2 24 | 1.71× | 2.13× |
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% |
CLMB
Segment breakdown not available.
