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Side-by-side financial comparison of APPFOLIO INC (APPF) and DiamondRock Hospitality Co (DRH). Click either name above to swap in a different company.
APPFOLIO INC is the larger business by last-quarter revenue ($262.2M vs $258.2M, roughly 1.0× DiamondRock Hospitality Co). APPFOLIO INC runs the higher net margin — 16.2% vs 5.6%, a 10.6% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs 1.3%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs -8.6%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
DiamondRock Hospitality Co is a US-based real estate investment trust owning and operating a portfolio of premium upscale hotels and resorts. Its properties are mainly located in major urban tourist and business hubs nationwide, catering to both leisure and corporate clientele seeking high-quality accommodation services.
APPF vs DRH — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $258.2M |
| Net Profit | $42.4M | $14.5M |
| Gross Margin | — | — |
| Operating Margin | 19.4% | 11.1% |
| Net Margin | 16.2% | 5.6% |
| Revenue YoY | 20.4% | 1.3% |
| Net Profit YoY | 35.2% | 22.0% |
| EPS (diluted) | $1.18 | $0.07 |
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 | $258.2M | ||
| Q4 25 | $248.2M | $274.5M | ||
| Q3 25 | $249.4M | $285.4M | ||
| Q2 25 | $235.6M | $305.7M | ||
| Q1 25 | $217.7M | $254.9M | ||
| Q4 24 | $203.7M | $279.1M | ||
| Q3 24 | $205.7M | $285.1M | ||
| Q2 24 | $197.4M | $309.3M |
| Q1 26 | $42.4M | $14.5M | ||
| Q4 25 | $39.9M | $26.2M | ||
| Q3 25 | $33.6M | $22.5M | ||
| Q2 25 | $36.0M | $40.8M | ||
| Q1 25 | $31.4M | $11.9M | ||
| Q4 24 | $102.7M | $-11.2M | ||
| Q3 24 | $33.0M | $26.4M | ||
| Q2 24 | $29.7M | $24.5M |
| Q1 26 | 19.4% | 11.1% | ||
| Q4 25 | 17.6% | 8.9% | ||
| Q3 25 | 14.1% | 8.1% | ||
| Q2 25 | 17.2% | 13.7% | ||
| Q1 25 | 15.5% | 4.3% | ||
| Q4 24 | 11.3% | -3.7% | ||
| Q3 24 | 20.7% | 9.5% | ||
| Q2 24 | 18.3% | 8.4% |
| Q1 26 | 16.2% | 5.6% | ||
| Q4 25 | 16.1% | 9.5% | ||
| Q3 25 | 13.5% | 7.9% | ||
| Q2 25 | 15.3% | 13.4% | ||
| Q1 25 | 14.4% | 4.7% | ||
| Q4 24 | 50.4% | -4.0% | ||
| Q3 24 | 16.0% | 9.3% | ||
| Q2 24 | 15.0% | 7.9% |
| Q1 26 | $1.18 | $0.07 | ||
| Q4 25 | $1.10 | $0.12 | ||
| Q3 25 | $0.93 | $0.10 | ||
| Q2 25 | $0.99 | $0.18 | ||
| Q1 25 | $0.86 | $0.04 | ||
| Q4 24 | $2.79 | $-0.06 | ||
| Q3 24 | $0.90 | $0.11 | ||
| Q2 24 | $0.81 | $0.10 |
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 | $39.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $470.2M | $1.4B |
| Total Assets | $580.6M | $3.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | $39.3M | ||
| Q4 25 | $107.0M | $68.1M | ||
| Q3 25 | $76.1M | $145.3M | ||
| Q2 25 | $73.5M | $52.4M | ||
| Q1 25 | $56.9M | $100.6M | ||
| Q4 24 | $42.5M | $81.4M | ||
| Q3 24 | $62.4M | $75.3M | ||
| Q2 24 | $59.6M | $125.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.2B |
| Q1 26 | $470.2M | $1.4B | ||
| Q4 25 | $542.6M | $1.4B | ||
| Q3 25 | $498.9M | $1.6B | ||
| Q2 25 | $455.6M | $1.6B | ||
| Q1 25 | $462.1M | $1.6B | ||
| Q4 24 | $519.3M | $1.6B | ||
| Q3 24 | $412.8M | $1.6B | ||
| Q2 24 | $371.4M | $1.6B |
| Q1 26 | $580.6M | $3.0B | ||
| Q4 25 | $689.0M | $3.0B | ||
| Q3 25 | $640.5M | $3.1B | ||
| Q2 25 | $567.4M | $3.1B | ||
| Q1 25 | $564.7M | $3.1B | ||
| Q4 24 | $626.7M | $3.2B | ||
| Q3 24 | $523.3M | $3.2B | ||
| Q2 24 | $479.3M | $3.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.76× | ||
| Q3 25 | — | 0.70× | ||
| Q2 25 | — | 0.65× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | — | 0.69× | ||
| Q3 24 | — | 0.67× | ||
| Q2 24 | — | 0.71× |
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 | $67.9M | ||
| Q3 25 | $86.0M | $74.6M | ||
| Q2 25 | $52.6M | $73.6M | ||
| Q1 25 | $38.5M | $27.6M | ||
| Q4 24 | $36.6M | $75.8M | ||
| Q3 24 | $57.8M | $61.7M | ||
| Q2 24 | $50.9M | $55.7M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $47.3M | ||
| Q3 25 | $84.7M | $54.9M | ||
| Q2 25 | $52.4M | $57.9M | ||
| Q1 25 | $38.2M | $2.0M | ||
| Q4 24 | $36.4M | $52.6M | ||
| Q3 24 | $57.4M | $39.0M | ||
| Q2 24 | $50.8M | $38.8M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 17.2% | ||
| Q3 25 | 34.0% | 19.2% | ||
| Q2 25 | 22.2% | 18.9% | ||
| Q1 25 | 17.6% | 0.8% | ||
| Q4 24 | 17.9% | 18.9% | ||
| Q3 24 | 27.9% | 13.7% | ||
| Q2 24 | 25.8% | 12.5% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 7.5% | ||
| Q3 25 | 0.5% | 6.9% | ||
| Q2 25 | 0.1% | 5.1% | ||
| Q1 25 | 0.1% | 10.0% | ||
| Q4 24 | 0.1% | 8.3% | ||
| Q3 24 | 0.2% | 7.9% | ||
| Q2 24 | 0.0% | 5.5% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 2.59× | ||
| Q3 25 | 2.56× | 3.31× | ||
| Q2 25 | 1.46× | 1.80× | ||
| Q1 25 | 1.23× | 2.33× | ||
| Q4 24 | 0.36× | — | ||
| Q3 24 | 1.75× | 2.33× | ||
| Q2 24 | 1.71× | 2.27× |
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% |
DRH
| Rooms | $164.1M | 64% |
| Food and beverage | $67.2M | 26% |
| Other | $26.9M | 10% |
