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Side-by-side financial comparison of APPFOLIO INC (APPF) and OXFORD INDUSTRIES INC (OXM). Click either name above to swap in a different company.
OXFORD INDUSTRIES INC is the larger business by last-quarter revenue ($307.3M vs $262.2M, roughly 1.2× APPFOLIO INC). APPFOLIO INC runs the higher net margin — 16.2% vs -20.7%, a 36.9% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs -0.2%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs -3.0%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Oxford Industries, Inc. is a publicly traded clothing company in the United States that specializes in high-end clothing and apparel. The company carries many major labels, including Tommy Bahama, Lilly Pulitzer, Johnny Was and Southern Tide.
APPF vs OXM — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $307.3M |
| Net Profit | $42.4M | $-63.7M |
| Gross Margin | — | 60.3% |
| Operating Margin | 19.4% | -27.7% |
| Net Margin | 16.2% | -20.7% |
| Revenue YoY | 20.4% | -0.2% |
| Net Profit YoY | 35.2% | -1517.6% |
| EPS (diluted) | $1.18 | $-4.28 |
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 | $307.3M | ||
| Q3 25 | $249.4M | $403.1M | ||
| Q2 25 | $235.6M | $392.9M | ||
| Q1 25 | $217.7M | — | ||
| Q4 24 | $203.7M | $308.0M | ||
| Q3 24 | $205.7M | $419.9M | ||
| Q2 24 | $197.4M | $398.2M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $-63.7M | ||
| Q3 25 | $33.6M | $16.7M | ||
| Q2 25 | $36.0M | $26.2M | ||
| Q1 25 | $31.4M | — | ||
| Q4 24 | $102.7M | $-3.9M | ||
| Q3 24 | $33.0M | $40.6M | ||
| Q2 24 | $29.7M | $38.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 60.3% | ||
| Q3 25 | — | 61.4% | ||
| Q2 25 | — | 64.2% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 63.1% | ||
| Q3 24 | — | 63.1% | ||
| Q2 24 | — | 64.9% |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | -27.7% | ||
| Q3 25 | 14.1% | 6.3% | ||
| Q2 25 | 17.2% | 9.2% | ||
| Q1 25 | 15.5% | — | ||
| Q4 24 | 11.3% | -2.0% | ||
| Q3 24 | 20.7% | 12.5% | ||
| Q2 24 | 18.3% | 13.2% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | -20.7% | ||
| Q3 25 | 13.5% | 4.1% | ||
| Q2 25 | 15.3% | 6.7% | ||
| Q1 25 | 14.4% | — | ||
| Q4 24 | 50.4% | -1.3% | ||
| Q3 24 | 16.0% | 9.7% | ||
| Q2 24 | 15.0% | 9.6% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $-4.28 | ||
| Q3 25 | $0.93 | $1.12 | ||
| Q2 25 | $0.99 | $1.70 | ||
| Q1 25 | $0.86 | — | ||
| Q4 24 | $2.79 | $-0.25 | ||
| Q3 24 | $0.90 | $2.57 | ||
| Q2 24 | $0.81 | $2.42 |
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 | $8.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $470.2M | $528.0M |
| Total Assets | $580.6M | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $8.0M | ||
| Q3 25 | $76.1M | $6.9M | ||
| Q2 25 | $73.5M | $8.2M | ||
| Q1 25 | $56.9M | — | ||
| Q4 24 | $42.5M | $7.0M | ||
| Q3 24 | $62.4M | $18.4M | ||
| Q2 24 | $59.6M | $7.7M |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $528.0M | ||
| Q3 25 | $498.9M | $597.1M | ||
| Q2 25 | $455.6M | $592.4M | ||
| Q1 25 | $462.1M | — | ||
| Q4 24 | $519.3M | $612.2M | ||
| Q3 24 | $412.8M | $621.6M | ||
| Q2 24 | $371.4M | $592.9M |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $1.3B | ||
| Q3 25 | $640.5M | $1.3B | ||
| Q2 25 | $567.4M | $1.3B | ||
| Q1 25 | $564.7M | — | ||
| Q4 24 | $626.7M | $1.2B | ||
| Q3 24 | $523.3M | $1.2B | ||
| Q2 24 | $479.3M | $1.2B |
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 | $-9.1M |
| Free Cash FlowOCF − Capex | — | $-47.9M |
| FCF MarginFCF / Revenue | — | -15.6% |
| Capex IntensityCapex / Revenue | — | 12.6% |
| Cash ConversionOCF / Net Profit | 0.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-79.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $-9.1M | ||
| Q3 25 | $86.0M | $83.5M | ||
| Q2 25 | $52.6M | $-3.9M | ||
| Q1 25 | $38.5M | — | ||
| Q4 24 | $36.6M | $-18.2M | ||
| Q3 24 | $57.8M | $88.8M | ||
| Q2 24 | $50.9M | $32.9M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $-47.9M | ||
| Q3 25 | $84.7M | $52.3M | ||
| Q2 25 | $52.4M | $-27.4M | ||
| Q1 25 | $38.2M | — | ||
| Q4 24 | $36.4M | $-56.9M | ||
| Q3 24 | $57.4M | $47.2M | ||
| Q2 24 | $50.8M | $21.0M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | -15.6% | ||
| Q3 25 | 34.0% | 13.0% | ||
| Q2 25 | 22.2% | -7.0% | ||
| Q1 25 | 17.6% | — | ||
| Q4 24 | 17.9% | -18.5% | ||
| Q3 24 | 27.9% | 11.2% | ||
| Q2 24 | 25.8% | 5.3% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 12.6% | ||
| Q3 25 | 0.5% | 7.7% | ||
| Q2 25 | 0.1% | 6.0% | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.1% | 12.6% | ||
| Q3 24 | 0.2% | 9.9% | ||
| Q2 24 | 0.0% | 3.0% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 2.56× | 5.00× | ||
| Q2 25 | 1.46× | -0.15× | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 0.36× | — | ||
| Q3 24 | 1.75× | 2.19× | ||
| Q2 24 | 1.71× | 0.86× |
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% |
OXM
| Sales Channel Retail | $162.9M | 53% |
| Sales Channel Wholesale | $61.3M | 20% |
| Johnny Was | $45.4M | 15% |
| Sales Channel Food And Beverage | $29.3M | 10% |
| Other Foreign Countries | $9.0M | 3% |
