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Side-by-side financial comparison of APPFOLIO INC (APPF) and WARRIOR MET COAL, INC. (HCC). Click either name above to swap in a different company.
WARRIOR MET COAL, INC. is the larger business by last-quarter revenue ($458.6M vs $262.2M, roughly 1.7× APPFOLIO INC). APPFOLIO INC runs the higher net margin — 16.2% vs 15.8%, a 0.4% gap on every dollar of revenue. On growth, WARRIOR MET COAL, INC. posted the faster year-over-year revenue change (52.1% vs 20.4%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs 7.5%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Warrior Met Coal, Inc. (ticker HCC) is a U.S.-headquartered mining enterprise that produces and distributes high-grade metallurgical coal, a key raw material for steel production. It serves steel manufacturers and industrial clients across core markets including North America, Europe, and Asia.
APPF vs HCC — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $458.6M |
| Net Profit | $42.4M | $72.3M |
| Gross Margin | — | 36.7% |
| Operating Margin | 19.4% | 17.3% |
| Net Margin | 16.2% | 15.8% |
| Revenue YoY | 20.4% | 52.1% |
| Net Profit YoY | 35.2% | — |
| EPS (diluted) | $1.18 | $1.37 |
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 | $458.6M | ||
| Q4 25 | $248.2M | $384.0M | ||
| Q3 25 | $249.4M | $328.6M | ||
| Q2 25 | $235.6M | $297.5M | ||
| Q1 25 | $217.7M | $299.9M | ||
| Q4 24 | $203.7M | $297.5M | ||
| Q3 24 | $205.7M | $327.7M | ||
| Q2 24 | $197.4M | $396.5M |
| Q1 26 | $42.4M | $72.3M | ||
| Q4 25 | $39.9M | $23.0M | ||
| Q3 25 | $33.6M | $36.6M | ||
| Q2 25 | $36.0M | $5.6M | ||
| Q1 25 | $31.4M | $-8.2M | ||
| Q4 24 | $102.7M | $1.1M | ||
| Q3 24 | $33.0M | $41.8M | ||
| Q2 24 | $29.7M | $70.7M |
| Q1 26 | — | 36.7% | ||
| Q4 25 | — | 29.5% | ||
| Q3 25 | — | 27.1% | ||
| Q2 25 | — | 23.9% | ||
| Q1 25 | — | 18.1% | ||
| Q4 24 | — | 23.1% | ||
| Q3 24 | — | 29.3% | ||
| Q2 24 | — | 34.1% |
| Q1 26 | 19.4% | 17.3% | ||
| Q4 25 | 17.6% | 9.0% | ||
| Q3 25 | 14.1% | 6.3% | ||
| Q2 25 | 17.2% | 2.6% | ||
| Q1 25 | 15.5% | -5.8% | ||
| Q4 24 | 11.3% | -1.4% | ||
| Q3 24 | 20.7% | 11.9% | ||
| Q2 24 | 18.3% | 17.9% |
| Q1 26 | 16.2% | 15.8% | ||
| Q4 25 | 16.1% | 6.0% | ||
| Q3 25 | 13.5% | 11.1% | ||
| Q2 25 | 15.3% | 1.9% | ||
| Q1 25 | 14.4% | -2.7% | ||
| Q4 24 | 50.4% | 0.4% | ||
| Q3 24 | 16.0% | 12.7% | ||
| Q2 24 | 15.0% | 17.8% |
| Q1 26 | $1.18 | $1.37 | ||
| Q4 25 | $1.10 | $0.43 | ||
| Q3 25 | $0.93 | $0.70 | ||
| Q2 25 | $0.99 | $0.11 | ||
| Q1 25 | $0.86 | $-0.16 | ||
| Q4 24 | $2.79 | $0.02 | ||
| Q3 24 | $0.90 | $0.80 | ||
| Q2 24 | $0.81 | $1.35 |
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 | $233.2M |
| Total DebtLower is stronger | — | $154.4M |
| Stockholders' EquityBook value | $470.2M | — |
| Total Assets | $580.6M | $2.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | $233.2M | ||
| Q4 25 | $107.0M | $300.0M | ||
| Q3 25 | $76.1M | $336.3M | ||
| Q2 25 | $73.5M | $383.3M | ||
| Q1 25 | $56.9M | $454.9M | ||
| Q4 24 | $42.5M | $491.5M | ||
| Q3 24 | $62.4M | $583.2M | ||
| Q2 24 | $59.6M | $709.0M |
| Q1 26 | — | $154.4M | ||
| Q4 25 | — | $154.3M | ||
| Q3 25 | — | $154.1M | ||
| Q2 25 | — | $153.9M | ||
| Q1 25 | — | $153.8M | ||
| Q4 24 | — | $153.6M | ||
| Q3 24 | — | $153.5M | ||
| Q2 24 | — | $153.3M |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $2.1B | ||
| Q3 25 | $498.9M | $2.1B | ||
| Q2 25 | $455.6M | $2.1B | ||
| Q1 25 | $462.1M | $2.1B | ||
| Q4 24 | $519.3M | $2.1B | ||
| Q3 24 | $412.8M | $2.1B | ||
| Q2 24 | $371.4M | $2.0B |
| Q1 26 | $580.6M | $2.8B | ||
| Q4 25 | $689.0M | $2.8B | ||
| Q3 25 | $640.5M | $2.7B | ||
| 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 | — | 0.07× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | 0.07× | ||
| Q3 24 | — | 0.07× | ||
| Q2 24 | — | 0.07× |
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 | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| 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 | $76.1M | ||
| Q3 25 | $86.0M | $104.7M | ||
| Q2 25 | $52.6M | $37.5M | ||
| Q1 25 | $38.5M | $10.9M | ||
| Q4 24 | $36.6M | $54.2M | ||
| Q3 24 | $57.8M | $62.2M | ||
| Q2 24 | $50.9M | $147.0M |
| 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 | — | ||
| Q2 24 | $50.8M | — |
| 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% | — | ||
| Q2 24 | 25.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 0.1% | — | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 0.2% | — | ||
| Q2 24 | 0.0% | — |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 3.31× | ||
| Q3 25 | 2.56× | 2.86× | ||
| Q2 25 | 1.46× | 6.70× | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 0.36× | 47.68× | ||
| Q3 24 | 1.75× | 1.49× | ||
| Q2 24 | 1.71× | 2.08× |
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% |
HCC
| Sales | $448.5M | 98% |
| Other revenues | $10.1M | 2% |
