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Side-by-side financial comparison of APPFOLIO INC (APPF) and Getty Images Holdings, Inc. (GETY). Click either name above to swap in a different company.
Getty Images Holdings, Inc. is the larger business by last-quarter revenue ($282.3M vs $262.2M, roughly 1.1× APPFOLIO INC). APPFOLIO INC runs the higher net margin — 16.2% vs -32.2%, a 48.4% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs 14.1%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs 12.7%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Getty Images Holdings, Inc. is a visual media company and supplier of stock images, editorial photography, video, and music for businesses and consumers, with a library of over 477 million assets. It targets three markets—creative professionals, the media, and corporate.
APPF vs GETY — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $282.3M |
| Net Profit | $42.4M | $-90.9M |
| Gross Margin | — | 74.8% |
| Operating Margin | 19.4% | -8.5% |
| Net Margin | 16.2% | -32.2% |
| Revenue YoY | 20.4% | 14.1% |
| Net Profit YoY | 35.2% | -467.6% |
| EPS (diluted) | $1.18 | $-0.22 |
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 | $282.3M | ||
| Q3 25 | $249.4M | $240.0M | ||
| Q2 25 | $235.6M | $234.9M | ||
| Q1 25 | $217.7M | $224.1M | ||
| Q4 24 | $203.7M | $247.3M | ||
| Q3 24 | $205.7M | $240.5M | ||
| Q2 24 | $197.4M | $229.1M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $-90.9M | ||
| Q3 25 | $33.6M | $21.6M | ||
| Q2 25 | $36.0M | $-34.4M | ||
| Q1 25 | $31.4M | $-102.6M | ||
| Q4 24 | $102.7M | $24.7M | ||
| Q3 24 | $33.0M | $-2.5M | ||
| Q2 24 | $29.7M | $3.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | 74.8% | ||
| Q3 25 | — | 73.2% | ||
| Q2 25 | — | 72.1% | ||
| Q1 25 | — | 73.1% | ||
| Q4 24 | — | 73.5% | ||
| Q3 24 | — | 73.4% | ||
| Q2 24 | — | 72.5% |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | -8.5% | ||
| Q3 25 | 14.1% | 18.8% | ||
| Q2 25 | 17.2% | 15.1% | ||
| Q1 25 | 15.5% | 12.2% | ||
| Q4 24 | 11.3% | 14.5% | ||
| Q3 24 | 20.7% | 23.9% | ||
| Q2 24 | 18.3% | 20.3% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | -32.2% | ||
| Q3 25 | 13.5% | 9.0% | ||
| Q2 25 | 15.3% | -14.6% | ||
| Q1 25 | 14.4% | -45.8% | ||
| Q4 24 | 50.4% | 10.0% | ||
| Q3 24 | 16.0% | -1.1% | ||
| Q2 24 | 15.0% | 1.6% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $-0.22 | ||
| Q3 25 | $0.93 | $0.05 | ||
| Q2 25 | $0.99 | $-0.08 | ||
| Q1 25 | $0.86 | $-0.25 | ||
| Q4 24 | $2.79 | $0.07 | ||
| Q3 24 | $0.90 | $-0.01 | ||
| Q2 24 | $0.81 | $0.01 |
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 | $90.2M |
| Total DebtLower is stronger | — | $1.3B |
| Stockholders' EquityBook value | $470.2M | $552.5M |
| Total Assets | $580.6M | $3.2B |
| Debt / EquityLower = less leverage | — | 2.30× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $90.2M | ||
| Q3 25 | $76.1M | $109.5M | ||
| Q2 25 | $73.5M | $110.3M | ||
| Q1 25 | $56.9M | $114.6M | ||
| Q4 24 | $42.5M | $121.2M | ||
| Q3 24 | $62.4M | $109.9M | ||
| Q2 24 | $59.6M | $121.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.3B |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $552.5M | ||
| Q3 25 | $498.9M | $634.6M | ||
| Q2 25 | $455.6M | $611.2M | ||
| Q1 25 | $462.1M | $593.0M | ||
| Q4 24 | $519.3M | $670.2M | ||
| Q3 24 | $412.8M | $683.4M | ||
| Q2 24 | $371.4M | $654.0M |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $3.2B | ||
| Q3 25 | $640.5M | $2.6B | ||
| Q2 25 | $567.4M | $2.6B | ||
| Q1 25 | $564.7M | $2.6B | ||
| Q4 24 | $626.7M | $2.6B | ||
| Q3 24 | $523.3M | $2.6B | ||
| Q2 24 | $479.3M | $2.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.30× | ||
| Q3 25 | — | 2.11× | ||
| Q2 25 | — | 2.19× | ||
| Q1 25 | — | 2.21× | ||
| Q4 24 | — | 1.96× | ||
| Q3 24 | — | 1.97× | ||
| Q2 24 | — | 2.06× |
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 | $20.6M |
| Free Cash FlowOCF − Capex | — | $7.7M |
| FCF MarginFCF / Revenue | — | 2.7% |
| Capex IntensityCapex / Revenue | — | 4.6% |
| Cash ConversionOCF / Net Profit | 0.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $5.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $20.6M | ||
| Q3 25 | $86.0M | $22.6M | ||
| Q2 25 | $52.6M | $6.5M | ||
| Q1 25 | $38.5M | $15.4M | ||
| Q4 24 | $36.6M | $39.7M | ||
| Q3 24 | $57.8M | $10.7M | ||
| Q2 24 | $50.9M | $46.4M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $7.7M | ||
| Q3 25 | $84.7M | $7.9M | ||
| Q2 25 | $52.4M | $-9.6M | ||
| Q1 25 | $38.2M | $-322.0K | ||
| Q4 24 | $36.4M | $24.6M | ||
| Q3 24 | $57.4M | $-1.8M | ||
| Q2 24 | $50.8M | $31.1M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 2.7% | ||
| Q3 25 | 34.0% | 3.3% | ||
| Q2 25 | 22.2% | -4.1% | ||
| Q1 25 | 17.6% | -0.1% | ||
| Q4 24 | 17.9% | 9.9% | ||
| Q3 24 | 27.9% | -0.8% | ||
| Q2 24 | 25.8% | 13.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 4.6% | ||
| Q3 25 | 0.5% | 6.1% | ||
| Q2 25 | 0.1% | 6.9% | ||
| Q1 25 | 0.1% | 7.0% | ||
| Q4 24 | 0.1% | 6.1% | ||
| Q3 24 | 0.2% | 5.2% | ||
| Q2 24 | 0.0% | 6.7% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 2.56× | 1.05× | ||
| Q2 25 | 1.46× | — | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 0.36× | 1.61× | ||
| Q3 24 | 1.75× | — | ||
| Q2 24 | 1.71× | 12.59× |
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% |
GETY
| Creative | $149.0M | 53% |
| Editorial | $109.4M | 39% |
| Other | $23.9M | 8% |
