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Side-by-side financial comparison of APPFOLIO INC (APPF) and MOVADO GROUP INC (MOV). Click either name above to swap in a different company.
APPFOLIO INC is the larger business by last-quarter revenue ($262.2M vs $186.1M, roughly 1.4× MOVADO GROUP INC). APPFOLIO INC runs the higher net margin — 16.2% vs 5.1%, a 11.0% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs 1.9%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs 2.9%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Movado is a luxury American watch brand originally founded in 1881 in Switzerland. Movado means "movement" in Esperanto. The watches are known for their signature metallic dot at 12 o'clock and minimalist style; the company is best known for its Museum Watch.
APPF vs MOV — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $186.1M |
| Net Profit | $42.4M | $9.6M |
| Gross Margin | — | 54.3% |
| Operating Margin | 19.4% | 6.3% |
| Net Margin | 16.2% | 5.1% |
| Revenue YoY | 20.4% | 1.9% |
| Net Profit YoY | 35.2% | 89.8% |
| EPS (diluted) | $1.18 | $0.42 |
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 | $186.1M | ||
| Q3 25 | $249.4M | $161.8M | ||
| Q2 25 | $235.6M | $131.8M | ||
| Q1 25 | $217.7M | $181.5M | ||
| Q4 24 | $203.7M | $180.5M | ||
| Q3 24 | $205.7M | $157.0M | ||
| Q2 24 | $197.4M | $134.4M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $9.6M | ||
| Q3 25 | $33.6M | $3.0M | ||
| Q2 25 | $36.0M | $1.4M | ||
| Q1 25 | $31.4M | $8.1M | ||
| Q4 24 | $102.7M | $4.8M | ||
| Q3 24 | $33.0M | $3.5M | ||
| Q2 24 | $29.7M | $2.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 54.3% | ||
| Q3 25 | — | 54.1% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 54.2% | ||
| Q4 24 | — | 53.5% | ||
| Q3 24 | — | 54.3% | ||
| Q2 24 | — | 54.3% |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 6.3% | ||
| Q3 25 | 14.1% | 2.5% | ||
| Q2 25 | 17.2% | 0.2% | ||
| Q1 25 | 15.5% | 5.1% | ||
| Q4 24 | 11.3% | 3.3% | ||
| Q3 24 | 20.7% | 1.7% | ||
| Q2 24 | 18.3% | 1.6% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | 5.1% | ||
| Q3 25 | 13.5% | 1.8% | ||
| Q2 25 | 15.3% | 1.1% | ||
| Q1 25 | 14.4% | 4.4% | ||
| Q4 24 | 50.4% | 2.7% | ||
| Q3 24 | 16.0% | 2.2% | ||
| Q2 24 | 15.0% | 1.5% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $0.42 | ||
| Q3 25 | $0.93 | $0.13 | ||
| Q2 25 | $0.99 | $0.06 | ||
| Q1 25 | $0.86 | $0.36 | ||
| Q4 24 | $2.79 | $0.21 | ||
| Q3 24 | $0.90 | $0.15 | ||
| Q2 24 | $0.81 | $0.09 |
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 | $183.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $470.2M | $497.5M |
| Total Assets | $580.6M | $751.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $183.9M | ||
| Q3 25 | $76.1M | $180.5M | ||
| Q2 25 | $73.5M | $203.1M | ||
| Q1 25 | $56.9M | $208.5M | ||
| Q4 24 | $42.5M | $181.5M | ||
| Q3 24 | $62.4M | $198.3M | ||
| Q2 24 | $59.6M | $225.4M |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $497.5M | ||
| Q3 25 | $498.9M | $489.9M | ||
| Q2 25 | $455.6M | $493.2M | ||
| Q1 25 | $462.1M | $481.3M | ||
| Q4 24 | $519.3M | $491.3M | ||
| Q3 24 | $412.8M | $492.0M | ||
| Q2 24 | $371.4M | $489.6M |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $751.9M | ||
| Q3 25 | $640.5M | $748.7M | ||
| Q2 25 | $567.4M | $747.2M | ||
| Q1 25 | $564.7M | $729.2M | ||
| Q4 24 | $626.7M | $747.2M | ||
| Q3 24 | $523.3M | $742.5M | ||
| Q2 24 | $479.3M | $736.0M |
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 | $12.3M |
| Free Cash FlowOCF − Capex | — | $11.6M |
| FCF MarginFCF / Revenue | — | 6.2% |
| Capex IntensityCapex / Revenue | — | 0.4% |
| Cash ConversionOCF / Net Profit | 0.81× | 1.28× |
| TTM Free Cash FlowTrailing 4 quarters | — | $35.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $12.3M | ||
| Q3 25 | $86.0M | $-3.8M | ||
| Q2 25 | $52.6M | $-7.2M | ||
| Q1 25 | $38.5M | $39.1M | ||
| Q4 24 | $36.6M | $-4.7M | ||
| Q3 24 | $57.8M | $-17.8M | ||
| Q2 24 | $50.9M | $-18.1M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $11.6M | ||
| Q3 25 | $84.7M | $-5.1M | ||
| Q2 25 | $52.4M | $-8.7M | ||
| Q1 25 | $38.2M | $37.5M | ||
| Q4 24 | $36.4M | $-7.2M | ||
| Q3 24 | $57.4M | $-20.1M | ||
| Q2 24 | $50.8M | $-19.7M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 6.2% | ||
| Q3 25 | 34.0% | -3.1% | ||
| Q2 25 | 22.2% | -6.6% | ||
| Q1 25 | 17.6% | 20.7% | ||
| Q4 24 | 17.9% | -4.0% | ||
| Q3 24 | 27.9% | -12.8% | ||
| Q2 24 | 25.8% | -14.7% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 0.4% | ||
| Q3 25 | 0.5% | 0.8% | ||
| Q2 25 | 0.1% | 1.2% | ||
| Q1 25 | 0.1% | 0.9% | ||
| Q4 24 | 0.1% | 1.4% | ||
| Q3 24 | 0.2% | 1.5% | ||
| Q2 24 | 0.0% | 1.2% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 1.28× | ||
| Q3 25 | 2.56× | -1.27× | ||
| Q2 25 | 1.46× | -5.08× | ||
| Q1 25 | 1.23× | 4.86× | ||
| Q4 24 | 0.36× | -0.98× | ||
| Q3 24 | 1.75× | -5.14× | ||
| Q2 24 | 1.71× | -8.97× |
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% |
MOV
| Other | $81.4M | 44% |
| Owned Brands Category | $46.0M | 25% |
| Sales Channel Directly To Consumer | $35.3M | 19% |
| Company Stores | $23.4M | 13% |
