vs
Side-by-side financial comparison of APPFOLIO INC (APPF) and AMICUS THERAPEUTICS, INC. (FOLD). Click either name above to swap in a different company.
APPFOLIO INC is the larger business by last-quarter revenue ($262.2M vs $185.2M, roughly 1.4× AMICUS THERAPEUTICS, INC.). APPFOLIO INC runs the higher net margin — 16.2% vs 0.9%, a 15.3% gap on every dollar of revenue. On growth, AMICUS THERAPEUTICS, INC. posted the faster year-over-year revenue change (23.7% vs 20.4%). Over the past eight quarters, AMICUS THERAPEUTICS, INC.'s revenue compounded faster (29.5% 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.
Amicus Therapeutics, Inc. is a public American biopharmaceutical company based in Philadelphia, Pennsylvania. The company went public in 2007 under the Nasdaq trading symbol FOLD. This followed a 2006 planned offering and subsequent withdrawal, which would have established the trading symbol as AMTX Prior to their IPO, Amicus was funded by a variety of venture capital firms including Radius Ventures, Canaan Partners and New Enterprise Associates.
APPF vs FOLD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $185.2M |
| Net Profit | $42.4M | $1.7M |
| Gross Margin | — | 85.7% |
| Operating Margin | 19.4% | 8.6% |
| Net Margin | 16.2% | 0.9% |
| Revenue YoY | 20.4% | 23.7% |
| Net Profit YoY | 35.2% | -88.5% |
| EPS (diluted) | $1.18 | $0.00 |
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 | $185.2M | ||
| Q3 25 | $249.4M | $169.1M | ||
| Q2 25 | $235.6M | $154.7M | ||
| Q1 25 | $217.7M | $125.2M | ||
| Q4 24 | $203.7M | $149.7M | ||
| Q3 24 | $205.7M | $141.5M | ||
| Q2 24 | $197.4M | $126.7M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $1.7M | ||
| Q3 25 | $33.6M | $17.3M | ||
| Q2 25 | $36.0M | $-24.4M | ||
| Q1 25 | $31.4M | $-21.7M | ||
| Q4 24 | $102.7M | $14.7M | ||
| Q3 24 | $33.0M | $-6.7M | ||
| Q2 24 | $29.7M | $-15.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | 85.7% | ||
| Q3 25 | — | 88.5% | ||
| Q2 25 | — | 90.2% | ||
| Q1 25 | — | 90.7% | ||
| Q4 24 | — | 90.1% | ||
| Q3 24 | — | 90.6% | ||
| Q2 24 | — | 91.1% |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 8.6% | ||
| Q3 25 | 14.1% | 20.3% | ||
| Q2 25 | 17.2% | -6.1% | ||
| Q1 25 | 15.5% | -6.3% | ||
| Q4 24 | 11.3% | 10.7% | ||
| Q3 24 | 20.7% | 15.3% | ||
| Q2 24 | 18.3% | 11.8% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | 0.9% | ||
| Q3 25 | 13.5% | 10.2% | ||
| Q2 25 | 15.3% | -15.8% | ||
| Q1 25 | 14.4% | -17.3% | ||
| Q4 24 | 50.4% | 9.8% | ||
| Q3 24 | 16.0% | -4.8% | ||
| Q2 24 | 15.0% | -12.4% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $0.00 | ||
| Q3 25 | $0.93 | $0.06 | ||
| Q2 25 | $0.99 | $-0.08 | ||
| Q1 25 | $0.86 | $-0.07 | ||
| Q4 24 | $2.79 | $0.05 | ||
| Q3 24 | $0.90 | $-0.02 | ||
| Q2 24 | $0.81 | $-0.05 |
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 | $293.5M |
| Total DebtLower is stronger | — | $392.7M |
| Stockholders' EquityBook value | $470.2M | $274.2M |
| Total Assets | $580.6M | $949.9M |
| Debt / EquityLower = less leverage | — | 1.43× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $293.5M | ||
| Q3 25 | $76.1M | $263.8M | ||
| Q2 25 | $73.5M | $231.0M | ||
| Q1 25 | $56.9M | $250.6M | ||
| Q4 24 | $42.5M | $249.9M | ||
| Q3 24 | $62.4M | $249.8M | ||
| Q2 24 | $59.6M | $260.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $392.7M | ||
| Q3 25 | — | $392.0M | ||
| Q2 25 | — | $391.3M | ||
| Q1 25 | — | $390.7M | ||
| Q4 24 | — | $390.1M | ||
| Q3 24 | — | $389.5M | ||
| Q2 24 | — | $388.9M |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $274.2M | ||
| Q3 25 | $498.9M | $230.4M | ||
| Q2 25 | $455.6M | $204.3M | ||
| Q1 25 | $462.1M | $193.6M | ||
| Q4 24 | $519.3M | $194.0M | ||
| Q3 24 | $412.8M | $178.8M | ||
| Q2 24 | $371.4M | $132.5M |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $949.9M | ||
| Q3 25 | $640.5M | $868.8M | ||
| Q2 25 | $567.4M | $815.3M | ||
| Q1 25 | $564.7M | $789.8M | ||
| Q4 24 | $626.7M | $785.0M | ||
| Q3 24 | $523.3M | $786.6M | ||
| Q2 24 | $479.3M | $749.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.43× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.02× | ||
| Q4 24 | — | 2.01× | ||
| Q3 24 | — | 2.18× | ||
| Q2 24 | — | 2.93× |
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 | $16.3M |
| Free Cash FlowOCF − Capex | — | $16.0M |
| FCF MarginFCF / Revenue | — | 8.6% |
| Capex IntensityCapex / Revenue | — | 0.2% |
| Cash ConversionOCF / Net Profit | 0.81× | 9.62× |
| TTM Free Cash FlowTrailing 4 quarters | — | $29.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $16.3M | ||
| Q3 25 | $86.0M | $35.7M | ||
| Q2 25 | $52.6M | $-26.5M | ||
| Q1 25 | $38.5M | $7.8M | ||
| Q4 24 | $36.6M | $-3.9M | ||
| Q3 24 | $57.8M | $-23.0M | ||
| Q2 24 | $50.9M | $22.7M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $16.0M | ||
| Q3 25 | $84.7M | $35.3M | ||
| Q2 25 | $52.4M | $-28.9M | ||
| Q1 25 | $38.2M | $7.5M | ||
| Q4 24 | $36.4M | $-4.2M | ||
| Q3 24 | $57.4M | $-23.3M | ||
| Q2 24 | $50.8M | $21.6M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 8.6% | ||
| Q3 25 | 34.0% | 20.9% | ||
| Q2 25 | 22.2% | -18.7% | ||
| Q1 25 | 17.6% | 6.0% | ||
| Q4 24 | 17.9% | -2.8% | ||
| Q3 24 | 27.9% | -16.5% | ||
| Q2 24 | 25.8% | 17.0% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 0.2% | ||
| Q3 25 | 0.5% | 0.2% | ||
| Q2 25 | 0.1% | 1.6% | ||
| Q1 25 | 0.1% | 0.2% | ||
| Q4 24 | 0.1% | 0.2% | ||
| Q3 24 | 0.2% | 0.3% | ||
| Q2 24 | 0.0% | 0.9% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 9.62× | ||
| Q3 25 | 2.56× | 2.06× | ||
| Q2 25 | 1.46× | — | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 0.36× | -0.27× | ||
| 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% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
