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Side-by-side financial comparison of APPFOLIO INC (APPF) and Koppers Holdings Inc. (KOP). Click either name above to swap in a different company.
Koppers Holdings Inc. is the larger business by last-quarter revenue ($432.7M vs $262.2M, roughly 1.7× APPFOLIO INC). APPFOLIO INC runs the higher net margin — 16.2% vs 6.9%, a 9.3% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs -9.3%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs -6.7%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Koppers is a global chemical and materials company based in Pittsburgh, Pennsylvania, United States. Its headquarters is an art-deco 1920s skyscraper, the Koppers Tower.
APPF vs KOP — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $432.7M |
| Net Profit | $42.4M | $29.7M |
| Gross Margin | — | 25.6% |
| Operating Margin | 19.4% | 11.5% |
| Net Margin | 16.2% | 6.9% |
| Revenue YoY | 20.4% | -9.3% |
| Net Profit YoY | 35.2% | 391.2% |
| EPS (diluted) | $1.18 | $1.44 |
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 | $432.7M | ||
| Q3 25 | $249.4M | $485.3M | ||
| Q2 25 | $235.6M | $504.8M | ||
| Q1 25 | $217.7M | $456.5M | ||
| Q4 24 | $203.7M | $477.0M | ||
| Q3 24 | $205.7M | $554.3M | ||
| Q2 24 | $197.4M | $563.2M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $29.7M | ||
| Q3 25 | $33.6M | $23.8M | ||
| Q2 25 | $36.0M | $16.4M | ||
| Q1 25 | $31.4M | $-13.9M | ||
| Q4 24 | $102.7M | $-10.2M | ||
| Q3 24 | $33.0M | $22.8M | ||
| Q2 24 | $29.7M | $26.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 25.6% | ||
| Q3 25 | — | 24.1% | ||
| Q2 25 | — | 22.6% | ||
| Q1 25 | — | 23.2% | ||
| Q4 24 | — | 17.5% | ||
| Q3 24 | — | 21.9% | ||
| Q2 24 | — | 21.6% |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 11.5% | ||
| Q3 25 | 14.1% | 10.7% | ||
| Q2 25 | 17.2% | 7.7% | ||
| Q1 25 | 15.5% | 5.9% | ||
| Q4 24 | 11.3% | 1.3% | ||
| Q3 24 | 20.7% | 9.0% | ||
| Q2 24 | 18.3% | 10.2% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | 6.9% | ||
| Q3 25 | 13.5% | 4.9% | ||
| Q2 25 | 15.3% | 3.2% | ||
| Q1 25 | 14.4% | -3.0% | ||
| Q4 24 | 50.4% | -2.1% | ||
| Q3 24 | 16.0% | 4.1% | ||
| Q2 24 | 15.0% | 4.8% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $1.44 | ||
| Q3 25 | $0.93 | $1.17 | ||
| Q2 25 | $0.99 | $0.81 | ||
| Q1 25 | $0.86 | $-0.68 | ||
| Q4 24 | $2.79 | $-0.47 | ||
| Q3 24 | $0.90 | $1.09 | ||
| Q2 24 | $0.81 | $1.25 |
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 | — |
| Total DebtLower is stronger | — | $928.3M |
| Stockholders' EquityBook value | $470.2M | $574.0M |
| Total Assets | $580.6M | $1.9B |
| Debt / EquityLower = less leverage | — | 1.62× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | — | ||
| Q3 25 | $76.1M | — | ||
| Q2 25 | $73.5M | — | ||
| Q1 25 | $56.9M | — | ||
| Q4 24 | $42.5M | — | ||
| Q3 24 | $62.4M | — | ||
| Q2 24 | $59.6M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | $928.3M | ||
| Q3 25 | — | $932.9M | ||
| Q2 25 | — | $977.5M | ||
| Q1 25 | — | $989.0M | ||
| Q4 24 | — | $939.5M | ||
| Q3 24 | — | $989.4M | ||
| Q2 24 | — | $1.0B |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $574.0M | ||
| Q3 25 | $498.9M | $545.6M | ||
| Q2 25 | $455.6M | $526.8M | ||
| Q1 25 | $462.1M | $498.0M | ||
| Q4 24 | $519.3M | $488.7M | ||
| Q3 24 | $412.8M | $532.3M | ||
| Q2 24 | $371.4M | $509.2M |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $1.9B | ||
| Q3 25 | $640.5M | $1.9B | ||
| Q2 25 | $567.4M | $1.9B | ||
| Q1 25 | $564.7M | $1.9B | ||
| Q4 24 | $626.7M | $1.9B | ||
| Q3 24 | $523.3M | $2.0B | ||
| Q2 24 | $479.3M | $1.9B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.62× | ||
| Q3 25 | — | 1.71× | ||
| Q2 25 | — | 1.86× | ||
| Q1 25 | — | 1.99× | ||
| Q4 24 | — | 1.92× | ||
| Q3 24 | — | 1.86× | ||
| Q2 24 | — | 1.97× |
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 | $45.1M |
| Free Cash FlowOCF − Capex | — | $28.5M |
| FCF MarginFCF / Revenue | — | 6.6% |
| Capex IntensityCapex / Revenue | — | 3.8% |
| Cash ConversionOCF / Net Profit | 0.81× | 1.52× |
| TTM Free Cash FlowTrailing 4 quarters | — | $67.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $45.1M | ||
| Q3 25 | $86.0M | $49.6M | ||
| Q2 25 | $52.6M | $50.5M | ||
| Q1 25 | $38.5M | $-22.7M | ||
| Q4 24 | $36.6M | $74.7M | ||
| Q3 24 | $57.8M | $29.8M | ||
| Q2 24 | $50.9M | $27.2M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $28.5M | ||
| Q3 25 | $84.7M | $37.6M | ||
| Q2 25 | $52.4M | $38.4M | ||
| Q1 25 | $38.2M | $-37.0M | ||
| Q4 24 | $36.4M | $56.1M | ||
| Q3 24 | $57.4M | $14.4M | ||
| Q2 24 | $50.8M | $10.1M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 6.6% | ||
| Q3 25 | 34.0% | 7.7% | ||
| Q2 25 | 22.2% | 7.6% | ||
| Q1 25 | 17.6% | -8.1% | ||
| Q4 24 | 17.9% | 11.8% | ||
| Q3 24 | 27.9% | 2.6% | ||
| Q2 24 | 25.8% | 1.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 3.8% | ||
| Q3 25 | 0.5% | 2.5% | ||
| Q2 25 | 0.1% | 2.4% | ||
| Q1 25 | 0.1% | 3.1% | ||
| Q4 24 | 0.1% | 3.9% | ||
| Q3 24 | 0.2% | 2.8% | ||
| Q2 24 | 0.0% | 3.0% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 1.52× | ||
| Q3 25 | 2.56× | 2.08× | ||
| Q2 25 | 1.46× | 3.08× | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 0.36× | — | ||
| Q3 24 | 1.75× | 1.31× | ||
| Q2 24 | 1.71× | 1.01× |
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% |
KOP
| Other | $127.8M | 30% |
| Railroad Treated Products | $119.0M | 28% |
| Utility Poles | $79.8M | 18% |
| Pitch And Related Products | $74.1M | 17% |
| Carbon Black Feedstock And Distillates | $14.4M | 3% |
| Railroad Infrastructure Products And Services | $9.9M | 2% |
| Phthalic Anhydride Naphthalene And Other Chemicals | $7.7M | 2% |
