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Side-by-side financial comparison of APPFOLIO INC (APPF) and Genius Sports Ltd (GENI). Click either name above to swap in a different company.
Genius Sports Ltd is the larger business by last-quarter revenue ($510.9M vs $262.2M, roughly 1.9× APPFOLIO INC). APPFOLIO INC runs the higher net margin — 16.2% vs -12.3%, a 28.5% gap on every dollar of revenue. Over the past eight quarters, Genius Sports Ltd's revenue compounded faster (129.2% 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.
Genius Sports is a sports data and technology company that provides data management, video streaming and integrity services to sports leagues, bookmakers and media companies.
APPF vs GENI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $510.9M |
| Net Profit | $42.4M | $-63.0M |
| Gross Margin | — | 25.2% |
| Operating Margin | 19.4% | -11.5% |
| Net Margin | 16.2% | -12.3% |
| Revenue YoY | 20.4% | — |
| Net Profit YoY | 35.2% | — |
| EPS (diluted) | $1.18 | — |
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 | — | ||
| Q4 25 | $248.2M | $510.9M | ||
| Q3 25 | $249.4M | $335.4M | ||
| Q2 25 | $235.6M | $215.2M | ||
| Q1 25 | $217.7M | $119.7M | ||
| Q4 24 | $203.7M | $413.0M | ||
| Q3 24 | $205.7M | $285.8M | ||
| Q2 24 | $197.4M | $184.1M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $-63.0M | ||
| Q3 25 | $33.6M | — | ||
| Q2 25 | $36.0M | $-47.3M | ||
| Q1 25 | $31.4M | $-25.5M | ||
| Q4 24 | $102.7M | $-85.5M | ||
| Q3 24 | $33.0M | $-47.1M | ||
| Q2 24 | $29.7M | $-35.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | 25.2% | ||
| Q3 25 | — | 24.2% | ||
| Q2 25 | — | 19.1% | ||
| Q1 25 | — | 10.7% | ||
| Q4 24 | — | 16.7% | ||
| Q3 24 | — | 20.5% | ||
| Q2 24 | — | 18.6% |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | -11.5% | ||
| Q3 25 | 14.1% | -15.3% | ||
| Q2 25 | 17.2% | -21.0% | ||
| Q1 25 | 15.5% | -20.3% | ||
| Q4 24 | 11.3% | -18.0% | ||
| Q3 24 | 20.7% | -13.9% | ||
| Q2 24 | 18.3% | -16.8% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | -12.3% | ||
| Q3 25 | 13.5% | — | ||
| Q2 25 | 15.3% | -22.0% | ||
| Q1 25 | 14.4% | -21.3% | ||
| Q4 24 | 50.4% | -20.7% | ||
| Q3 24 | 16.0% | -16.5% | ||
| Q2 24 | 15.0% | -19.3% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | — | ||
| Q3 25 | $0.93 | — | ||
| Q2 25 | $0.99 | — | ||
| Q1 25 | $0.86 | — | ||
| Q4 24 | $2.79 | — | ||
| Q3 24 | $0.90 | — | ||
| Q2 24 | $0.81 | — |
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 | $280.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $470.2M | $724.5M |
| Total Assets | $580.6M | $1.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $280.6M | ||
| Q3 25 | $76.1M | $110.2M | ||
| Q2 25 | $73.5M | $110.2M | ||
| Q1 25 | $56.9M | $110.2M | ||
| Q4 24 | $42.5M | $100.3M | ||
| Q3 24 | $62.4M | $100.3M | ||
| Q2 24 | $59.6M | $100.3M |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $724.5M | ||
| Q3 25 | $498.9M | $572.4M | ||
| Q2 25 | $455.6M | $572.4M | ||
| Q1 25 | $462.1M | $572.4M | ||
| Q4 24 | $519.3M | $573.0M | ||
| Q3 24 | $412.8M | $573.0M | ||
| Q2 24 | $371.4M | $573.0M |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $1.1B | ||
| Q3 25 | $640.5M | $792.3M | ||
| Q2 25 | $567.4M | $792.3M | ||
| Q1 25 | $564.7M | $792.3M | ||
| Q4 24 | $626.7M | $775.7M | ||
| Q3 24 | $523.3M | $775.7M | ||
| Q2 24 | $479.3M | $775.7M |
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 | $81.9M |
| Free Cash FlowOCF − Capex | — | $69.6M |
| FCF MarginFCF / Revenue | — | 13.6% |
| Capex IntensityCapex / Revenue | — | 2.4% |
| Cash ConversionOCF / Net Profit | 0.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $33.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $81.9M | ||
| Q3 25 | $86.0M | $-4.8M | ||
| Q2 25 | $52.6M | $-1.2M | ||
| Q1 25 | $38.5M | $-14.6M | ||
| Q4 24 | $36.6M | $14.9M | ||
| Q3 24 | $57.8M | $-9.2M | ||
| Q2 24 | $50.9M | — |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $69.6M | ||
| Q3 25 | $84.7M | $-14.2M | ||
| Q2 25 | $52.4M | $-5.8M | ||
| Q1 25 | $38.2M | $-16.0M | ||
| Q4 24 | $36.4M | $11.3M | ||
| Q3 24 | $57.4M | $-11.6M | ||
| Q2 24 | $50.8M | — |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 13.6% | ||
| Q3 25 | 34.0% | -4.2% | ||
| Q2 25 | 22.2% | -2.7% | ||
| Q1 25 | 17.6% | -13.4% | ||
| Q4 24 | 17.9% | 2.7% | ||
| Q3 24 | 27.9% | -4.1% | ||
| Q2 24 | 25.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 2.4% | ||
| Q3 25 | 0.5% | 2.8% | ||
| Q2 25 | 0.1% | 2.1% | ||
| Q1 25 | 0.1% | 1.2% | ||
| Q4 24 | 0.1% | 0.9% | ||
| Q3 24 | 0.2% | 0.9% | ||
| Q2 24 | 0.0% | — |
| 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% |
GENI
Segment breakdown not available.
