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Side-by-side financial comparison of APPFOLIO INC (APPF) and KFORCE INC (KFRC). Click either name above to swap in a different company.
KFORCE INC is the larger business by last-quarter revenue ($330.4M vs $262.2M, roughly 1.3× APPFOLIO INC). APPFOLIO INC runs the higher net margin — 16.2% vs 2.4%, a 13.8% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs 0.1%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs -3.7%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Kforce Inc. is a professional staffing and solutions firm headquartered in the United States. It provides skilled professional placements and specialized workforce solutions primarily across technology, finance & accounting, and healthcare segments, serving a wide range of mid-sized to large enterprise clients nationwide.
APPF vs KFRC — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $330.4M |
| Net Profit | $42.4M | $7.9M |
| Gross Margin | — | 27.3% |
| Operating Margin | 19.4% | 3.6% |
| Net Margin | 16.2% | 2.4% |
| Revenue YoY | 20.4% | 0.1% |
| Net Profit YoY | 35.2% | -2.7% |
| EPS (diluted) | $1.18 | $0.46 |
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 | $330.4M | ||
| Q4 25 | $248.2M | $332.0M | ||
| Q3 25 | $249.4M | $332.6M | ||
| Q2 25 | $235.6M | $334.3M | ||
| Q1 25 | $217.7M | $330.0M | ||
| Q4 24 | $203.7M | $343.8M | ||
| Q3 24 | $205.7M | $353.3M | ||
| Q2 24 | $197.4M | $356.3M |
| Q1 26 | $42.4M | $7.9M | ||
| Q4 25 | $39.9M | $5.2M | ||
| Q3 25 | $33.6M | $11.1M | ||
| Q2 25 | $36.0M | $10.4M | ||
| Q1 25 | $31.4M | $8.1M | ||
| Q4 24 | $102.7M | $11.1M | ||
| Q3 24 | $33.0M | $14.2M | ||
| Q2 24 | $29.7M | $14.2M |
| Q1 26 | — | 27.3% | ||
| Q4 25 | — | 27.2% | ||
| Q3 25 | — | 27.7% | ||
| Q2 25 | — | 27.1% | ||
| Q1 25 | — | 26.7% | ||
| Q4 24 | — | 27.0% | ||
| Q3 24 | — | 27.9% | ||
| Q2 24 | — | 27.8% |
| Q1 26 | 19.4% | 3.6% | ||
| Q4 25 | 17.6% | 2.6% | ||
| Q3 25 | 14.1% | 4.5% | ||
| Q2 25 | 17.2% | 4.5% | ||
| Q1 25 | 15.5% | 3.5% | ||
| Q4 24 | 11.3% | 4.5% | ||
| Q3 24 | 20.7% | 5.3% | ||
| Q2 24 | 18.3% | 5.5% |
| Q1 26 | 16.2% | 2.4% | ||
| Q4 25 | 16.1% | 1.6% | ||
| Q3 25 | 13.5% | 3.3% | ||
| Q2 25 | 15.3% | 3.1% | ||
| Q1 25 | 14.4% | 2.5% | ||
| Q4 24 | 50.4% | 3.2% | ||
| Q3 24 | 16.0% | 4.0% | ||
| Q2 24 | 15.0% | 4.0% |
| Q1 26 | $1.18 | $0.46 | ||
| Q4 25 | $1.10 | $0.29 | ||
| Q3 25 | $0.93 | $0.63 | ||
| Q2 25 | $0.99 | $0.59 | ||
| Q1 25 | $0.86 | $0.45 | ||
| Q4 24 | $2.79 | $0.60 | ||
| Q3 24 | $0.90 | $0.75 | ||
| Q2 24 | $0.81 | $0.75 |
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 | $1.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $470.2M | $117.4M |
| Total Assets | $580.6M | $384.8M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | $1.3M | ||
| Q4 25 | $107.0M | $2.1M | ||
| Q3 25 | $76.1M | $1.3M | ||
| Q2 25 | $73.5M | $2.5M | ||
| Q1 25 | $56.9M | $444.0K | ||
| Q4 24 | $42.5M | $349.0K | ||
| Q3 24 | $62.4M | $127.0K | ||
| Q2 24 | $59.6M | $110.0K |
| Q1 26 | $470.2M | $117.4M | ||
| Q4 25 | $542.6M | $124.6M | ||
| Q3 25 | $498.9M | $132.1M | ||
| Q2 25 | $455.6M | $134.4M | ||
| Q1 25 | $462.1M | $138.0M | ||
| Q4 24 | $519.3M | $154.6M | ||
| Q3 24 | $412.8M | $167.4M | ||
| Q2 24 | $371.4M | $166.6M |
| Q1 26 | $580.6M | $384.8M | ||
| Q4 25 | $689.0M | $365.6M | ||
| Q3 25 | $640.5M | $374.2M | ||
| Q2 25 | $567.4M | $373.6M | ||
| Q1 25 | $564.7M | $368.2M | ||
| Q4 24 | $626.7M | $357.8M | ||
| Q3 24 | $523.3M | $369.9M | ||
| Q2 24 | $479.3M | $362.7M |
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 | — |
| Free Cash FlowOCF − Capex | — | $-7.4M |
| FCF MarginFCF / Revenue | — | -2.2% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | 0.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $43.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $19.7M | ||
| Q3 25 | $86.0M | $23.3M | ||
| Q2 25 | $52.6M | $18.4M | ||
| Q1 25 | $38.5M | $249.0K | ||
| Q4 24 | $36.6M | $21.8M | ||
| Q3 24 | $57.8M | $31.0M | ||
| Q2 24 | $50.9M | $20.9M |
| Q1 26 | — | $-7.4M | ||
| Q4 25 | $63.7M | $16.7M | ||
| Q3 25 | $84.7M | $19.8M | ||
| Q2 25 | $52.4M | $14.2M | ||
| Q1 25 | $38.2M | $-3.9M | ||
| Q4 24 | $36.4M | $20.9M | ||
| Q3 24 | $57.4M | $27.5M | ||
| Q2 24 | $50.8M | $17.8M |
| Q1 26 | — | -2.2% | ||
| Q4 25 | 25.7% | 5.0% | ||
| Q3 25 | 34.0% | 6.0% | ||
| Q2 25 | 22.2% | 4.3% | ||
| Q1 25 | 17.6% | -1.2% | ||
| Q4 24 | 17.9% | 6.1% | ||
| Q3 24 | 27.9% | 7.8% | ||
| Q2 24 | 25.8% | 5.0% |
| Q1 26 | — | 1.0% | ||
| Q4 25 | 0.5% | 0.9% | ||
| Q3 25 | 0.5% | 1.1% | ||
| Q2 25 | 0.1% | 1.2% | ||
| Q1 25 | 0.1% | 1.3% | ||
| Q4 24 | 0.1% | 0.3% | ||
| Q3 24 | 0.2% | 1.0% | ||
| Q2 24 | 0.0% | 0.9% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 3.82× | ||
| Q3 25 | 2.56× | 2.11× | ||
| Q2 25 | 1.46× | 1.76× | ||
| Q1 25 | 1.23× | 0.03× | ||
| Q4 24 | 0.36× | 1.97× | ||
| Q3 24 | 1.75× | 2.18× | ||
| Q2 24 | 1.71× | 1.48× |
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% |
KFRC
Segment breakdown not available.
