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Side-by-side financial comparison of APPFOLIO INC (APPF) and Frontdoor, Inc. (FTDR). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($451.0M vs $262.2M, roughly 1.7× APPFOLIO INC). APPFOLIO INC runs the higher net margin — 16.2% vs 9.1%, a 7.1% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs 5.9%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs -8.8%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Frontdoor, Inc. operates a leading U.S.-focused home services and protection platform. It offers customizable home warranty plans covering repairs and replacements for household appliances, HVAC, plumbing, and electrical systems, plus on-demand access to a network of pre-vetted local service professionals for residential maintenance and repairs.
APPF vs FTDR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $451.0M |
| Net Profit | $42.4M | $41.0M |
| Gross Margin | — | 55.0% |
| Operating Margin | 19.4% | — |
| Net Margin | 16.2% | 9.1% |
| Revenue YoY | 20.4% | 5.9% |
| Net Profit YoY | 35.2% | 10.8% |
| EPS (diluted) | $1.18 | $0.57 |
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 | $451.0M | ||
| Q4 25 | $248.2M | $432.0M | ||
| Q3 25 | $249.4M | $618.0M | ||
| Q2 25 | $235.6M | $617.0M | ||
| Q1 25 | $217.7M | $426.0M | ||
| Q4 24 | $203.7M | $383.0M | ||
| Q3 24 | $205.7M | $540.0M | ||
| Q2 24 | $197.4M | $542.0M |
| Q1 26 | $42.4M | $41.0M | ||
| Q4 25 | $39.9M | $1.0M | ||
| Q3 25 | $33.6M | $106.0M | ||
| Q2 25 | $36.0M | $111.0M | ||
| Q1 25 | $31.4M | $37.0M | ||
| Q4 24 | $102.7M | $9.0M | ||
| Q3 24 | $33.0M | $100.0M | ||
| Q2 24 | $29.7M | $92.0M |
| Q1 26 | — | 55.0% | ||
| Q4 25 | — | 49.3% | ||
| Q3 25 | — | 57.1% | ||
| Q2 25 | — | 57.7% | ||
| Q1 25 | — | 55.2% | ||
| Q4 24 | — | 48.0% | ||
| Q3 24 | — | 56.7% | ||
| Q2 24 | — | 56.5% |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 0.5% | ||
| Q3 25 | 14.1% | 23.0% | ||
| Q2 25 | 17.2% | 23.7% | ||
| Q1 25 | 15.5% | 11.3% | ||
| Q4 24 | 11.3% | 1.6% | ||
| Q3 24 | 20.7% | 24.8% | ||
| Q2 24 | 18.3% | 22.9% |
| Q1 26 | 16.2% | 9.1% | ||
| Q4 25 | 16.1% | 0.2% | ||
| Q3 25 | 13.5% | 17.2% | ||
| Q2 25 | 15.3% | 18.0% | ||
| Q1 25 | 14.4% | 8.7% | ||
| Q4 24 | 50.4% | 2.3% | ||
| Q3 24 | 16.0% | 18.5% | ||
| Q2 24 | 15.0% | 17.0% |
| Q1 26 | $1.18 | $0.57 | ||
| Q4 25 | $1.10 | $0.03 | ||
| Q3 25 | $0.93 | $1.42 | ||
| Q2 25 | $0.99 | $1.48 | ||
| Q1 25 | $0.86 | $0.49 | ||
| Q4 24 | $2.79 | $0.10 | ||
| Q3 24 | $0.90 | $1.30 | ||
| Q2 24 | $0.81 | $1.18 |
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 | $603.0M |
| Total DebtLower is stronger | — | $1.2B |
| Stockholders' EquityBook value | $470.2M | $230.0M |
| Total Assets | $580.6M | $2.2B |
| Debt / EquityLower = less leverage | — | 5.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | $603.0M | ||
| Q4 25 | $107.0M | $566.0M | ||
| Q3 25 | $76.1M | $563.0M | ||
| Q2 25 | $73.5M | $562.0M | ||
| Q1 25 | $56.9M | $506.0M | ||
| Q4 24 | $42.5M | $436.0M | ||
| Q3 24 | $62.4M | $375.0M | ||
| Q2 24 | $59.6M | $419.0M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $565.0M | ||
| Q2 24 | — | $569.0M |
| Q1 26 | $470.2M | $230.0M | ||
| Q4 25 | $542.6M | $242.0M | ||
| Q3 25 | $498.9M | $316.0M | ||
| Q2 25 | $455.6M | $254.0M | ||
| Q1 25 | $462.1M | $198.0M | ||
| Q4 24 | $519.3M | $239.0M | ||
| Q3 24 | $412.8M | $261.0M | ||
| Q2 24 | $371.4M | $214.0M |
| Q1 26 | $580.6M | $2.2B | ||
| Q4 25 | $689.0M | $2.1B | ||
| Q3 25 | $640.5M | $2.2B | ||
| Q2 25 | $567.4M | $2.2B | ||
| Q1 25 | $564.7M | $2.1B | ||
| Q4 24 | $626.7M | $2.1B | ||
| Q3 24 | $523.3M | $1.2B | ||
| Q2 24 | $479.3M | $1.2B |
| Q1 26 | — | 5.07× | ||
| Q4 25 | — | 4.73× | ||
| Q3 25 | — | 3.64× | ||
| Q2 25 | — | 4.56× | ||
| Q1 25 | — | 5.88× | ||
| Q4 24 | — | 4.90× | ||
| Q3 24 | — | 2.16× | ||
| Q2 24 | — | 2.66× |
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 | — | $114.0M |
| FCF MarginFCF / Revenue | — | 25.3% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 0.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $387.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $101.0M | ||
| Q3 25 | $86.0M | $64.0M | ||
| Q2 25 | $52.6M | $127.0M | ||
| Q1 25 | $38.5M | $124.0M | ||
| Q4 24 | $36.6M | $58.0M | ||
| Q3 24 | $57.8M | $25.0M | ||
| Q2 24 | $50.9M | $103.0M |
| Q1 26 | — | $114.0M | ||
| Q4 25 | $63.7M | $95.0M | ||
| Q3 25 | $84.7M | $58.0M | ||
| Q2 25 | $52.4M | $120.0M | ||
| Q1 25 | $38.2M | $117.0M | ||
| Q4 24 | $36.4M | $50.0M | ||
| Q3 24 | $57.4M | $16.0M | ||
| Q2 24 | $50.8M | $91.0M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | 25.7% | 22.0% | ||
| Q3 25 | 34.0% | 9.4% | ||
| Q2 25 | 22.2% | 19.4% | ||
| Q1 25 | 17.6% | 27.5% | ||
| Q4 24 | 17.9% | 13.1% | ||
| Q3 24 | 27.9% | 3.0% | ||
| Q2 24 | 25.8% | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 1.4% | ||
| Q3 25 | 0.5% | 1.0% | ||
| Q2 25 | 0.1% | 1.1% | ||
| Q1 25 | 0.1% | 1.6% | ||
| Q4 24 | 0.1% | 2.1% | ||
| Q3 24 | 0.2% | 1.7% | ||
| Q2 24 | 0.0% | 2.2% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 101.00× | ||
| Q3 25 | 2.56× | 0.60× | ||
| Q2 25 | 1.46× | 1.14× | ||
| Q1 25 | 1.23× | 3.35× | ||
| Q4 24 | 0.36× | 6.44× | ||
| Q3 24 | 1.75× | 0.25× | ||
| Q2 24 | 1.71× | 1.12× |
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% |
FTDR
Segment breakdown not available.
