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Side-by-side financial comparison of APPFOLIO INC (APPF) and Enpro Inc. (NPO). Click either name above to swap in a different company.
Enpro Inc. is the larger business by last-quarter revenue ($295.4M vs $262.2M, roughly 1.1× APPFOLIO INC). APPFOLIO INC runs the higher net margin — 16.2% vs -10.8%, a 27.0% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs 14.3%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs 7.1%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Enpro is a US-based industrial technology company that designs and manufactures products and materials for technology-intensive sectors. The company serves industries such as semiconductors, aerospace, power generation, heavy-duty trucking, agricultural machinery, chemical processing, pulp and paper, and life sciences from 61 primary manufacturing facilities located in 12 countries, worldwide. It is organized under three segments: Sealing Technologies, Advanced Surface Technologies, and Engin...
APPF vs NPO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $295.4M |
| Net Profit | $42.4M | $-32.0M |
| Gross Margin | — | 42.1% |
| Operating Margin | 19.4% | 11.2% |
| Net Margin | 16.2% | -10.8% |
| Revenue YoY | 20.4% | 14.3% |
| Net Profit YoY | 35.2% | -330.2% |
| EPS (diluted) | $1.18 | $-1.50 |
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 | $295.4M | ||
| Q3 25 | $249.4M | $286.6M | ||
| Q2 25 | $235.6M | $288.1M | ||
| Q1 25 | $217.7M | $273.2M | ||
| Q4 24 | $203.7M | $258.4M | ||
| Q3 24 | $205.7M | $260.9M | ||
| Q2 24 | $197.4M | $271.9M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $-32.0M | ||
| Q3 25 | $33.6M | $21.6M | ||
| Q2 25 | $36.0M | $26.4M | ||
| Q1 25 | $31.4M | $24.5M | ||
| Q4 24 | $102.7M | $13.9M | ||
| Q3 24 | $33.0M | $19.8M | ||
| Q2 24 | $29.7M | $26.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | 42.1% | ||
| Q3 25 | — | 41.9% | ||
| Q2 25 | — | 43.3% | ||
| Q1 25 | — | 43.3% | ||
| Q4 24 | — | 42.3% | ||
| Q3 24 | — | 42.3% | ||
| Q2 24 | — | 43.8% |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 11.2% | ||
| Q3 25 | 14.1% | 14.3% | ||
| Q2 25 | 17.2% | 15.9% | ||
| Q1 25 | 15.5% | 15.3% | ||
| Q4 24 | 11.3% | 12.5% | ||
| Q3 24 | 20.7% | 13.1% | ||
| Q2 24 | 18.3% | 17.7% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | -10.8% | ||
| Q3 25 | 13.5% | 7.5% | ||
| Q2 25 | 15.3% | 9.2% | ||
| Q1 25 | 14.4% | 9.0% | ||
| Q4 24 | 50.4% | 5.4% | ||
| Q3 24 | 16.0% | 7.6% | ||
| Q2 24 | 15.0% | 9.8% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $-1.50 | ||
| Q3 25 | $0.93 | $1.01 | ||
| Q2 25 | $0.99 | $1.25 | ||
| Q1 25 | $0.86 | $1.15 | ||
| Q4 24 | $2.79 | $0.65 | ||
| Q3 24 | $0.90 | $0.94 | ||
| Q2 24 | $0.81 | $1.27 |
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 | $114.7M |
| Total DebtLower is stronger | — | $655.3M |
| Stockholders' EquityBook value | $470.2M | $1.5B |
| Total Assets | $580.6M | $2.7B |
| Debt / EquityLower = less leverage | — | 0.42× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $114.7M | ||
| Q3 25 | $76.1M | $132.9M | ||
| Q2 25 | $73.5M | $107.1M | ||
| Q1 25 | $56.9M | $240.3M | ||
| Q4 24 | $42.5M | $236.3M | ||
| Q3 24 | $62.4M | $206.9M | ||
| Q2 24 | $59.6M | $175.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $655.3M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $640.1M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $1.5B | ||
| Q3 25 | $498.9M | $1.5B | ||
| Q2 25 | $455.6M | $1.5B | ||
| Q1 25 | $462.1M | $1.5B | ||
| Q4 24 | $519.3M | $1.4B | ||
| Q3 24 | $412.8M | $1.5B | ||
| Q2 24 | $371.4M | $1.4B |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $2.7B | ||
| Q3 25 | $640.5M | $2.4B | ||
| Q2 25 | $567.4M | $2.4B | ||
| Q1 25 | $564.7M | $2.5B | ||
| Q4 24 | $626.7M | $2.5B | ||
| Q3 24 | $523.3M | $2.5B | ||
| Q2 24 | $479.3M | $2.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | 4.1% |
| Cash ConversionOCF / Net Profit | 0.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | — | ||
| Q3 25 | $86.0M | $65.3M | ||
| Q2 25 | $52.6M | $52.2M | ||
| Q1 25 | $38.5M | $21.0M | ||
| Q4 24 | $36.6M | $59.4M | ||
| Q3 24 | $57.8M | $54.0M | ||
| Q2 24 | $50.9M | $43.2M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | — | ||
| Q3 25 | $84.7M | $53.4M | ||
| Q2 25 | $52.4M | $42.3M | ||
| Q1 25 | $38.2M | $13.0M | ||
| Q4 24 | $36.4M | $49.1M | ||
| Q3 24 | $57.4M | $48.3M | ||
| Q2 24 | $50.8M | $38.3M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | — | ||
| Q3 25 | 34.0% | 18.6% | ||
| Q2 25 | 22.2% | 14.7% | ||
| Q1 25 | 17.6% | 4.8% | ||
| Q4 24 | 17.9% | 19.0% | ||
| Q3 24 | 27.9% | 18.5% | ||
| Q2 24 | 25.8% | 14.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 4.1% | ||
| Q3 25 | 0.5% | 4.2% | ||
| Q2 25 | 0.1% | 3.4% | ||
| Q1 25 | 0.1% | 2.9% | ||
| Q4 24 | 0.1% | 4.0% | ||
| Q3 24 | 0.2% | 2.2% | ||
| Q2 24 | 0.0% | 1.8% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 2.56× | 3.02× | ||
| Q2 25 | 1.46× | 1.98× | ||
| Q1 25 | 1.23× | 0.86× | ||
| Q4 24 | 0.36× | 4.27× | ||
| Q3 24 | 1.75× | 2.73× | ||
| Q2 24 | 1.71× | 1.62× |
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% |
NPO
| Sealing Technologies Segment | $187.0M | 63% |
| General Industrial | $71.3M | 24% |
| Power Generation | $19.9M | 7% |
| Oiland Gas Market | $15.0M | 5% |
| Semiconductors | $2.2M | 1% |
