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Side-by-side financial comparison of APPFOLIO INC (APPF) and Esperion Therapeutics, Inc. (ESPR). Click either name above to swap in a different company.
APPFOLIO INC is the larger business by last-quarter revenue ($262.2M vs $168.4M, roughly 1.6× Esperion Therapeutics, Inc.). On growth, Esperion Therapeutics, Inc. posted the faster year-over-year revenue change (143.7% vs 20.4%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs 10.6%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Esperion Therapeutics, Inc. is a publicly traded American pharmaceutical company focused on the development of bempedoic acid, an orally available small molecule designed to lower elevated levels of LDL-C. The company is headquartered in Ann Arbor, Michigan.
APPF vs ESPR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $168.4M |
| Net Profit | $42.4M | — |
| Gross Margin | — | — |
| Operating Margin | 19.4% | 50.6% |
| Net Margin | 16.2% | — |
| Revenue YoY | 20.4% | 143.7% |
| Net Profit YoY | 35.2% | — |
| EPS (diluted) | $1.18 | $0.32 |
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 | $168.4M | ||
| Q3 25 | $249.4M | $87.3M | ||
| Q2 25 | $235.6M | $82.4M | ||
| Q1 25 | $217.7M | $65.0M | ||
| Q4 24 | $203.7M | $69.1M | ||
| Q3 24 | $205.7M | $51.6M | ||
| Q2 24 | $197.4M | $73.8M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | — | ||
| Q3 25 | $33.6M | $-31.3M | ||
| Q2 25 | $36.0M | $-12.7M | ||
| Q1 25 | $31.4M | $-40.5M | ||
| Q4 24 | $102.7M | — | ||
| Q3 24 | $33.0M | $-29.5M | ||
| Q2 24 | $29.7M | $-61.9M |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 50.6% | ||
| Q3 25 | 14.1% | -11.4% | ||
| Q2 25 | 17.2% | 8.6% | ||
| Q1 25 | 15.5% | -34.0% | ||
| Q4 24 | 11.3% | -6.4% | ||
| Q3 24 | 20.7% | -31.0% | ||
| Q2 24 | 18.3% | 3.5% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | — | ||
| Q3 25 | 13.5% | -35.9% | ||
| Q2 25 | 15.3% | -15.4% | ||
| Q1 25 | 14.4% | -62.2% | ||
| Q4 24 | 50.4% | — | ||
| Q3 24 | 16.0% | -57.2% | ||
| Q2 24 | 15.0% | -83.9% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $0.32 | ||
| Q3 25 | $0.93 | $-0.16 | ||
| Q2 25 | $0.99 | $-0.06 | ||
| Q1 25 | $0.86 | $-0.21 | ||
| Q4 24 | $2.79 | $-0.14 | ||
| Q3 24 | $0.90 | $-0.15 | ||
| Q2 24 | $0.81 | $-0.33 |
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 | $167.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $470.2M | $-302.0M |
| Total Assets | $580.6M | $465.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $167.9M | ||
| Q3 25 | $76.1M | $92.4M | ||
| Q2 25 | $73.5M | $86.1M | ||
| Q1 25 | $56.9M | $114.6M | ||
| Q4 24 | $42.5M | $144.8M | ||
| Q3 24 | $62.4M | $144.7M | ||
| Q2 24 | $59.6M | $189.3M |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $-302.0M | ||
| Q3 25 | $498.9M | $-451.4M | ||
| Q2 25 | $455.6M | $-433.5M | ||
| Q1 25 | $462.1M | $-426.2M | ||
| Q4 24 | $519.3M | $-388.7M | ||
| Q3 24 | $412.8M | $-370.2M | ||
| Q2 24 | $371.4M | $-344.2M |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $465.9M | ||
| Q3 25 | $640.5M | $364.0M | ||
| Q2 25 | $567.4M | $347.1M | ||
| Q1 25 | $564.7M | $324.0M | ||
| Q4 24 | $626.7M | $343.8M | ||
| Q3 24 | $523.3M | $314.1M | ||
| Q2 24 | $479.3M | $352.3M |
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 | $45.2M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | 0.0% |
| 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 | $45.2M | ||
| Q3 25 | $86.0M | $-4.3M | ||
| Q2 25 | $52.6M | $-31.4M | ||
| Q1 25 | $38.5M | $-22.6M | ||
| Q4 24 | $36.6M | $-35.0M | ||
| Q3 24 | $57.8M | $-35.3M | ||
| Q2 24 | $50.9M | $-7.2M |
| 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 | $-35.5M | ||
| Q2 24 | $50.8M | $-7.3M |
| 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% | -68.7% | ||
| Q2 24 | 25.8% | -9.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 0.0% | ||
| Q3 25 | 0.5% | 0.0% | ||
| Q2 25 | 0.1% | 0.0% | ||
| Q1 25 | 0.1% | 0.0% | ||
| Q4 24 | 0.1% | 0.0% | ||
| Q3 24 | 0.2% | 0.3% | ||
| Q2 24 | 0.0% | 0.1% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 2.56× | — | ||
| 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% |
ESPR
| Collaboration Revenue | $124.7M | 74% |
| Products | $43.7M | 26% |
