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Side-by-side financial comparison of APPFOLIO INC (APPF) and OPKO HEALTH, INC. (OPK). Click either name above to swap in a different company.
APPFOLIO INC is the larger business by last-quarter revenue ($262.2M vs $148.5M, roughly 1.8× OPKO HEALTH, INC.). APPFOLIO INC runs the higher net margin — 16.2% vs -21.1%, a 37.2% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs -19.2%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs -7.5%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
OPKO Health, Inc. is a medical test and medication company focused on diagnostics and pharmaceuticals. The company is a publicly traded company on NASDAQ and TASE under the symbol "OPK".
APPF vs OPK — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $148.5M |
| Net Profit | $42.4M | $-31.3M |
| Gross Margin | — | 43.1% |
| Operating Margin | 19.4% | -25.8% |
| Net Margin | 16.2% | -21.1% |
| Revenue YoY | 20.4% | -19.2% |
| Net Profit YoY | 35.2% | -322.8% |
| EPS (diluted) | $1.18 | $-0.04 |
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 | $148.5M | ||
| Q3 25 | $249.4M | $151.7M | ||
| Q2 25 | $235.6M | $156.8M | ||
| Q1 25 | $217.7M | $150.0M | ||
| Q4 24 | $203.7M | $183.6M | ||
| Q3 24 | $205.7M | $173.6M | ||
| Q2 24 | $197.4M | $182.2M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $-31.3M | ||
| Q3 25 | $33.6M | $21.6M | ||
| Q2 25 | $36.0M | $-148.4M | ||
| Q1 25 | $31.4M | $-67.6M | ||
| Q4 24 | $102.7M | $14.0M | ||
| Q3 24 | $33.0M | $24.9M | ||
| Q2 24 | $29.7M | $-10.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | 43.1% | ||
| Q3 25 | — | 32.9% | ||
| Q2 25 | — | 31.5% | ||
| Q1 25 | — | 28.4% | ||
| Q4 24 | — | 46.1% | ||
| Q3 24 | — | 23.1% | ||
| Q2 24 | — | 28.4% |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | -25.8% | ||
| Q3 25 | 14.1% | 31.7% | ||
| Q2 25 | 17.2% | -38.3% | ||
| Q1 25 | 15.5% | -44.8% | ||
| Q4 24 | 11.3% | -18.0% | ||
| Q3 24 | 20.7% | 8.2% | ||
| Q2 24 | 18.3% | -33.9% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | -21.1% | ||
| Q3 25 | 13.5% | 14.3% | ||
| Q2 25 | 15.3% | -94.7% | ||
| Q1 25 | 14.4% | -45.1% | ||
| Q4 24 | 50.4% | 7.6% | ||
| Q3 24 | 16.0% | 14.3% | ||
| Q2 24 | 15.0% | -5.7% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $-0.04 | ||
| Q3 25 | $0.93 | $0.03 | ||
| Q2 25 | $0.99 | $-0.19 | ||
| Q1 25 | $0.86 | $-0.10 | ||
| Q4 24 | $2.79 | $0.02 | ||
| Q3 24 | $0.90 | $0.03 | ||
| Q2 24 | $0.81 | $-0.01 |
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 | $364.4M |
| Total DebtLower is stronger | — | $344.0M |
| Stockholders' EquityBook value | $470.2M | $1.3B |
| Total Assets | $580.6M | $1.9B |
| Debt / EquityLower = less leverage | — | 0.27× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $364.4M | ||
| Q3 25 | $76.1M | $412.0M | ||
| Q2 25 | $73.5M | $267.3M | ||
| Q1 25 | $56.9M | $428.8M | ||
| Q4 24 | $42.5M | $426.6M | ||
| Q3 24 | $62.4M | $400.1M | ||
| Q2 24 | $59.6M | $40.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | $344.0M | ||
| Q3 25 | — | $344.2M | ||
| Q2 25 | — | $343.3M | ||
| Q1 25 | — | $439.2M | ||
| Q4 24 | — | $437.2M | ||
| Q3 24 | — | $441.0M | ||
| Q2 24 | — | $201.9M |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $1.3B | ||
| Q3 25 | $498.9M | $1.3B | ||
| Q2 25 | $455.6M | $1.3B | ||
| Q1 25 | $462.1M | $1.3B | ||
| Q4 24 | $519.3M | $1.4B | ||
| Q3 24 | $412.8M | $1.4B | ||
| Q2 24 | $371.4M | $1.4B |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $1.9B | ||
| Q3 25 | $640.5M | $2.0B | ||
| Q2 25 | $567.4M | $2.0B | ||
| Q1 25 | $564.7M | $2.1B | ||
| Q4 24 | $626.7M | $2.2B | ||
| Q3 24 | $523.3M | $2.3B | ||
| Q2 24 | $479.3M | $2.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.27× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.31× | ||
| Q2 24 | — | 0.14× |
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 | $-25.9M |
| Free Cash FlowOCF − Capex | — | $-28.6M |
| FCF MarginFCF / Revenue | — | -19.3% |
| Capex IntensityCapex / Revenue | — | 1.8% |
| Cash ConversionOCF / Net Profit | 0.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-190.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $-25.9M | ||
| Q3 25 | $86.0M | $-34.6M | ||
| Q2 25 | $52.6M | $-83.4M | ||
| Q1 25 | $38.5M | $-34.6M | ||
| Q4 24 | $36.6M | $-44.4M | ||
| Q3 24 | $57.8M | $-77.1M | ||
| Q2 24 | $50.9M | $-26.4M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $-28.6M | ||
| Q3 25 | $84.7M | $-37.8M | ||
| Q2 25 | $52.4M | $-86.7M | ||
| Q1 25 | $38.2M | $-37.7M | ||
| Q4 24 | $36.4M | $-49.8M | ||
| Q3 24 | $57.4M | $-85.0M | ||
| Q2 24 | $50.8M | $-33.7M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | -19.3% | ||
| Q3 25 | 34.0% | -24.9% | ||
| Q2 25 | 22.2% | -55.3% | ||
| Q1 25 | 17.6% | -25.2% | ||
| Q4 24 | 17.9% | -27.1% | ||
| Q3 24 | 27.9% | -49.0% | ||
| Q2 24 | 25.8% | -18.5% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 1.8% | ||
| Q3 25 | 0.5% | 2.1% | ||
| Q2 25 | 0.1% | 2.1% | ||
| Q1 25 | 0.1% | 2.1% | ||
| Q4 24 | 0.1% | 2.9% | ||
| Q3 24 | 0.2% | 4.6% | ||
| Q2 24 | 0.0% | 4.0% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 2.56× | -1.60× | ||
| Q2 25 | 1.46× | — | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 0.36× | -3.17× | ||
| Q3 24 | 1.75× | -3.10× | ||
| Q2 24 | 1.71× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
APPF
| Value Added Services | $164.7M | 63% |
| Subscription Services | $58.2M | 22% |
| Other | $39.3M | 15% |
OPK
| Services | $71.1M | 48% |
| Transfer Of Intellectual Property And Other | $33.7M | 23% |
| IE | $22.1M | 15% |
| Rayaldee | $8.8M | 6% |
| Barda Agreement | $6.8M | 5% |
| MX | $6.3M | 4% |
