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Side-by-side financial comparison of APPFOLIO INC (APPF) and HUTCHMED (China) Ltd (HCM). Click either name above to swap in a different company.
HUTCHMED (China) Ltd is the larger business by last-quarter revenue ($270.8M vs $262.2M, roughly 1.0× APPFOLIO INC). APPFOLIO INC runs the higher net margin — 16.2% vs 0.7%, a 15.5% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs -16.5%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
HUTCHMED (China) LtdHCMEarnings & Financial Report
HUTCHMED (China) Ltd is a biopharmaceutical firm focused on discovering, developing and commercializing targeted and immunotherapies for oncology and immunological diseases. It operates across China and global markets, with multiple marketed oncology drugs and a robust pipeline of late-stage clinical candidates addressing unmet patient needs.
APPF vs HCM — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $270.8M |
| Net Profit | $42.4M | $2.0M |
| Gross Margin | — | 37.7% |
| Operating Margin | 19.4% | -13.2% |
| Net Margin | 16.2% | 0.7% |
| Revenue YoY | 20.4% | -16.5% |
| Net Profit YoY | 35.2% | -83.6% |
| 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 | $270.8M | ||
| Q3 25 | $249.4M | — | ||
| Q2 25 | $235.6M | $277.7M | ||
| Q1 25 | $217.7M | $324.5M | ||
| Q4 24 | $203.7M | — | ||
| Q3 24 | $205.7M | — | ||
| Q2 24 | $197.4M | $305.7M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $2.0M | ||
| Q3 25 | $33.6M | — | ||
| Q2 25 | $36.0M | $455.0M | ||
| Q1 25 | $31.4M | $11.9M | ||
| Q4 24 | $102.7M | — | ||
| Q3 24 | $33.0M | — | ||
| Q2 24 | $29.7M | $25.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 37.7% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 48.0% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 41.1% |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | -13.2% | ||
| Q3 25 | 14.1% | — | ||
| Q2 25 | 17.2% | -1.3% | ||
| Q1 25 | 15.5% | -5.0% | ||
| Q4 24 | 11.3% | — | ||
| Q3 24 | 20.7% | — | ||
| Q2 24 | 18.3% | -9.0% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | 0.7% | ||
| Q3 25 | 13.5% | — | ||
| Q2 25 | 15.3% | 163.8% | ||
| Q1 25 | 14.4% | 3.7% | ||
| Q4 24 | 50.4% | — | ||
| Q3 24 | 16.0% | — | ||
| Q2 24 | 15.0% | 8.4% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $0.00 | ||
| Q3 25 | $0.93 | — | ||
| Q2 25 | $0.99 | $0.52 | ||
| Q1 25 | $0.86 | $0.01 | ||
| Q4 24 | $2.79 | — | ||
| Q3 24 | $0.90 | — | ||
| Q2 24 | $0.81 | $0.03 |
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 | $1.4B |
| Total DebtLower is stronger | — | $93.2M |
| Stockholders' EquityBook value | $470.2M | $1.2B |
| Total Assets | $580.6M | $1.8B |
| Debt / EquityLower = less leverage | — | 0.08× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $1.4B | ||
| Q3 25 | $76.1M | — | ||
| Q2 25 | $73.5M | $1.4B | ||
| Q1 25 | $56.9M | $836.1M | ||
| Q4 24 | $42.5M | — | ||
| Q3 24 | $62.4M | — | ||
| Q2 24 | $59.6M | $802.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $93.2M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $93.4M | ||
| Q1 25 | — | $82.8M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $82.1M |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $1.2B | ||
| Q3 25 | $498.9M | — | ||
| Q2 25 | $455.6M | $1.2B | ||
| Q1 25 | $462.1M | $759.9M | ||
| Q4 24 | $519.3M | — | ||
| Q3 24 | $412.8M | — | ||
| Q2 24 | $371.4M | $740.1M |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $1.8B | ||
| Q3 25 | $640.5M | — | ||
| Q2 25 | $567.4M | $1.8B | ||
| Q1 25 | $564.7M | $1.3B | ||
| Q4 24 | $626.7M | — | ||
| Q3 24 | $523.3M | — | ||
| Q2 24 | $479.3M | $1.3B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.08× | ||
| Q1 25 | — | 0.11× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.11× |
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 | $8.2M |
| Free Cash FlowOCF − Capex | — | $3.4M |
| FCF MarginFCF / Revenue | — | 1.2% |
| Capex IntensityCapex / Revenue | — | 1.8% |
| Cash ConversionOCF / Net Profit | 0.81× | 4.21× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-96.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $8.2M | ||
| Q3 25 | $86.0M | — | ||
| Q2 25 | $52.6M | $-72.9M | ||
| Q1 25 | $38.5M | $40.3M | ||
| Q4 24 | $36.6M | — | ||
| Q3 24 | $57.8M | — | ||
| Q2 24 | $50.9M | $-39.8M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $3.4M | ||
| Q3 25 | $84.7M | — | ||
| Q2 25 | $52.4M | $-82.2M | ||
| Q1 25 | $38.2M | $32.5M | ||
| Q4 24 | $36.4M | — | ||
| Q3 24 | $57.4M | — | ||
| Q2 24 | $50.8M | $-49.9M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 1.2% | ||
| Q3 25 | 34.0% | — | ||
| Q2 25 | 22.2% | -29.6% | ||
| Q1 25 | 17.6% | 10.0% | ||
| Q4 24 | 17.9% | — | ||
| Q3 24 | 27.9% | — | ||
| Q2 24 | 25.8% | -16.3% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 1.8% | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 0.1% | 3.3% | ||
| Q1 25 | 0.1% | 2.4% | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 0.2% | — | ||
| Q2 24 | 0.0% | 3.3% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 4.21× | ||
| Q3 25 | 2.56× | — | ||
| Q2 25 | 1.46× | -0.16× | ||
| Q1 25 | 1.23× | 3.38× | ||
| Q4 24 | 0.36× | — | ||
| Q3 24 | 1.75× | — | ||
| Q2 24 | 1.71× | -1.54× |
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% |
HCM
Segment breakdown not available.
