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Side-by-side financial comparison of APPFOLIO INC (APPF) and Magnolia Oil & Gas Corp (MGY). Click either name above to swap in a different company.
Magnolia Oil & Gas Corp is the larger business by last-quarter revenue ($358.5M vs $262.2M, roughly 1.4× APPFOLIO INC). Magnolia Oil & Gas Corp runs the higher net margin — 28.1% vs 16.2%, a 11.9% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs 2.3%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs 3.2%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Imperial Oil Limited is a Canadian petroleum company. It is Canada's second-largest integrated oil company that is also occasionally known as Imperial Esso. It is majority-owned by American oil company ExxonMobil, with a 69.6% ownership stake in the company. It is a producer of crude oil, diluted bitumen, and natural gas. Imperial Oil is one of Canada's major petroleum refiners and petrochemical producers. It supplies Esso-brand service stations.
APPF vs MGY — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $358.5M |
| Net Profit | $42.4M | $100.8M |
| Gross Margin | — | — |
| Operating Margin | 19.4% | 35.6% |
| Net Margin | 16.2% | 28.1% |
| Revenue YoY | 20.4% | 2.3% |
| Net Profit YoY | 35.2% | -3.0% |
| EPS (diluted) | $1.18 | $0.54 |
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 | $358.5M | ||
| Q4 25 | $248.2M | $317.6M | ||
| Q3 25 | $249.4M | $324.9M | ||
| Q2 25 | $235.6M | $319.0M | ||
| Q1 25 | $217.7M | $350.3M | ||
| Q4 24 | $203.7M | $326.6M | ||
| Q3 24 | $205.7M | $333.1M | ||
| Q2 24 | $197.4M | $336.7M |
| Q1 26 | $42.4M | $100.8M | ||
| Q4 25 | $39.9M | $68.8M | ||
| Q3 25 | $33.6M | $75.5M | ||
| Q2 25 | $36.0M | $78.1M | ||
| Q1 25 | $31.4M | $102.9M | ||
| Q4 24 | $102.7M | $85.6M | ||
| Q3 24 | $33.0M | $99.8M | ||
| Q2 24 | $29.7M | $95.6M |
| Q1 26 | 19.4% | 35.6% | ||
| Q4 25 | 17.6% | 29.6% | ||
| Q3 25 | 14.1% | 31.2% | ||
| Q2 25 | 17.2% | 33.8% | ||
| Q1 25 | 15.5% | 38.8% | ||
| Q4 24 | 11.3% | 38.0% | ||
| Q3 24 | 20.7% | 38.7% | ||
| Q2 24 | 18.3% | 39.9% |
| Q1 26 | 16.2% | 28.1% | ||
| Q4 25 | 16.1% | 21.6% | ||
| Q3 25 | 13.5% | 23.2% | ||
| Q2 25 | 15.3% | 24.5% | ||
| Q1 25 | 14.4% | 29.4% | ||
| Q4 24 | 50.4% | 26.2% | ||
| Q3 24 | 16.0% | 30.0% | ||
| Q2 24 | 15.0% | 28.4% |
| Q1 26 | $1.18 | $0.54 | ||
| Q4 25 | $1.10 | — | ||
| Q3 25 | $0.93 | — | ||
| Q2 25 | $0.99 | — | ||
| Q1 25 | $0.86 | — | ||
| Q4 24 | $2.79 | — | ||
| Q3 24 | $0.90 | — | ||
| Q2 24 | $0.81 | — |
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 | $124.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $470.2M | $2.0B |
| Total Assets | $580.6M | $2.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | $124.4M | ||
| Q4 25 | $107.0M | $266.8M | ||
| Q3 25 | $76.1M | $280.5M | ||
| Q2 25 | $73.5M | $251.8M | ||
| Q1 25 | $56.9M | $247.6M | ||
| Q4 24 | $42.5M | $260.0M | ||
| Q3 24 | $62.4M | $276.1M | ||
| Q2 24 | $59.6M | $275.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | $393.3M | ||
| Q3 25 | — | $393.1M | ||
| Q2 25 | — | $392.9M | ||
| Q1 25 | — | $392.7M | ||
| Q4 24 | — | $392.5M | ||
| Q3 24 | — | $394.8M | ||
| Q2 24 | — | $394.1M |
| Q1 26 | $470.2M | $2.0B | ||
| Q4 25 | $542.6M | $2.0B | ||
| Q3 25 | $498.9M | $2.0B | ||
| Q2 25 | $455.6M | $2.0B | ||
| Q1 25 | $462.1M | $2.0B | ||
| Q4 24 | $519.3M | $2.0B | ||
| Q3 24 | $412.8M | $2.0B | ||
| Q2 24 | $371.4M | $1.9B |
| Q1 26 | $580.6M | $2.9B | ||
| Q4 25 | $689.0M | $2.9B | ||
| Q3 25 | $640.5M | $2.9B | ||
| Q2 25 | $567.4M | $2.9B | ||
| Q1 25 | $564.7M | $2.9B | ||
| Q4 24 | $626.7M | $2.8B | ||
| Q3 24 | $523.3M | $2.8B | ||
| Q2 24 | $479.3M | $2.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.20× | ||
| Q4 24 | — | 0.20× | ||
| Q3 24 | — | 0.20× | ||
| Q2 24 | — | 0.21× |
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 | $197.6M |
| Free Cash FlowOCF − Capex | — | $145.6M |
| FCF MarginFCF / Revenue | — | 40.6% |
| Capex IntensityCapex / Revenue | — | 35.9% |
| Cash ConversionOCF / Net Profit | 0.81× | 1.96× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | $197.6M | ||
| Q4 25 | $65.0M | $208.4M | ||
| Q3 25 | $86.0M | $247.1M | ||
| Q2 25 | $52.6M | $198.7M | ||
| Q1 25 | $38.5M | $224.5M | ||
| Q4 24 | $36.6M | $222.6M | ||
| Q3 24 | $57.8M | $217.9M | ||
| Q2 24 | $50.9M | $269.4M |
| Q1 26 | — | $145.6M | ||
| 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 | — | 40.6% | ||
| 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 | — | 35.9% | ||
| 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× | 1.96× | ||
| Q4 25 | 1.63× | 3.03× | ||
| Q3 25 | 2.56× | 3.27× | ||
| Q2 25 | 1.46× | 2.54× | ||
| Q1 25 | 1.23× | 2.18× | ||
| Q4 24 | 0.36× | 2.60× | ||
| Q3 24 | 1.75× | 2.18× | ||
| Q2 24 | 1.71× | 2.82× |
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% |
MGY
| Natural gas (Mcf/d) | $193.1M | 54% |
| Natural gas revenues | $51.8M | 14% |
| Natural gas liquids revenues | $49.4M | 14% |
| Oil (Bbls/d) | $40.7M | 11% |
| Natural gas (MMcf) | $17.4M | 5% |
| Oil (MBbls) | $3.7M | 1% |
| Natural gas liquids (MBbls) | $2.7M | 1% |
