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Side-by-side financial comparison of APPFOLIO INC (APPF) and Pacira BioSciences, Inc. (PCRX). Click either name above to swap in a different company.
APPFOLIO INC is the larger business by last-quarter revenue ($262.2M vs $196.9M, roughly 1.3× Pacira BioSciences, Inc.). On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs 5.1%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs 8.5%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Pacira BioSciences, Inc. is a specialty pharmaceutical company focused on developing and commercializing non-opioid pain management solutions. Its core product line targets post-surgical pain relief for patients, serving hospitals, ambulatory surgery centers and other healthcare providers primarily in the U.S., with ongoing expansion efforts in select international markets.
APPF vs PCRX — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $196.9M |
| Net Profit | $42.4M | — |
| Gross Margin | — | 79.5% |
| Operating Margin | 19.4% | 1.2% |
| Net Margin | 16.2% | — |
| Revenue YoY | 20.4% | 5.1% |
| Net Profit YoY | 35.2% | — |
| EPS (diluted) | $1.18 | $0.05 |
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 | $196.9M | ||
| Q3 25 | $249.4M | $179.5M | ||
| Q2 25 | $235.6M | $181.1M | ||
| Q1 25 | $217.7M | $168.9M | ||
| Q4 24 | $203.7M | $187.3M | ||
| Q3 24 | $205.7M | $168.6M | ||
| Q2 24 | $197.4M | $178.0M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | — | ||
| Q3 25 | $33.6M | $5.4M | ||
| Q2 25 | $36.0M | $-4.8M | ||
| Q1 25 | $31.4M | $4.8M | ||
| Q4 24 | $102.7M | — | ||
| Q3 24 | $33.0M | $-143.5M | ||
| Q2 24 | $29.7M | $18.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 79.5% | ||
| Q3 25 | — | 80.9% | ||
| Q2 25 | — | 77.4% | ||
| Q1 25 | — | 79.7% | ||
| Q4 24 | — | 78.7% | ||
| Q3 24 | — | 76.9% | ||
| Q2 24 | — | 75.1% |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 1.2% | ||
| Q3 25 | 14.1% | 3.5% | ||
| Q2 25 | 17.2% | 4.7% | ||
| Q1 25 | 15.5% | 1.2% | ||
| Q4 24 | 11.3% | 13.2% | ||
| Q3 24 | 20.7% | -82.8% | ||
| Q2 24 | 18.3% | 15.9% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | — | ||
| Q3 25 | 13.5% | 3.0% | ||
| Q2 25 | 15.3% | -2.7% | ||
| Q1 25 | 14.4% | 2.8% | ||
| Q4 24 | 50.4% | — | ||
| Q3 24 | 16.0% | -85.1% | ||
| Q2 24 | 15.0% | 10.6% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $0.05 | ||
| Q3 25 | $0.93 | $0.12 | ||
| Q2 25 | $0.99 | $-0.11 | ||
| Q1 25 | $0.86 | $0.10 | ||
| Q4 24 | $2.79 | $0.38 | ||
| Q3 24 | $0.90 | $-3.11 | ||
| Q2 24 | $0.81 | $0.39 |
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 | $238.4M |
| Total DebtLower is stronger | — | $372.2M |
| Stockholders' EquityBook value | $470.2M | $693.1M |
| Total Assets | $580.6M | $1.3B |
| Debt / EquityLower = less leverage | — | 0.54× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $238.4M | ||
| Q3 25 | $76.1M | $246.3M | ||
| Q2 25 | $73.5M | $445.9M | ||
| Q1 25 | $56.9M | $493.6M | ||
| Q4 24 | $42.5M | $484.6M | ||
| Q3 24 | $62.4M | $453.8M | ||
| Q2 24 | $59.6M | $404.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $372.2M | ||
| Q3 25 | — | $376.7M | ||
| Q2 25 | — | $580.5M | ||
| Q1 25 | — | $583.4M | ||
| Q4 24 | — | $585.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $693.1M | ||
| Q3 25 | $498.9M | $727.2M | ||
| Q2 25 | $455.6M | $757.8M | ||
| Q1 25 | $462.1M | $798.5M | ||
| Q4 24 | $519.3M | $778.3M | ||
| Q3 24 | $412.8M | $749.6M | ||
| Q2 24 | $371.4M | $879.3M |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $1.3B | ||
| Q3 25 | $640.5M | $1.3B | ||
| Q2 25 | $567.4M | $1.5B | ||
| Q1 25 | $564.7M | $1.6B | ||
| Q4 24 | $626.7M | $1.6B | ||
| Q3 24 | $523.3M | $1.5B | ||
| Q2 24 | $479.3M | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.54× | ||
| Q3 25 | — | 0.52× | ||
| Q2 25 | — | 0.77× | ||
| Q1 25 | — | 0.73× | ||
| Q4 24 | — | 0.75× | ||
| 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 | $43.7M |
| Free Cash FlowOCF − Capex | — | $43.5M |
| FCF MarginFCF / Revenue | — | 22.1% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | 0.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $136.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $43.7M | ||
| Q3 25 | $86.0M | $60.8M | ||
| Q2 25 | $52.6M | $12.0M | ||
| Q1 25 | $38.5M | $35.5M | ||
| Q4 24 | $36.6M | $33.1M | ||
| Q3 24 | $57.8M | $53.9M | ||
| Q2 24 | $50.9M | $53.2M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $43.5M | ||
| Q3 25 | $84.7M | $57.0M | ||
| Q2 25 | $52.4M | $9.3M | ||
| Q1 25 | $38.2M | $26.9M | ||
| Q4 24 | $36.4M | $31.0M | ||
| Q3 24 | $57.4M | $49.8M | ||
| Q2 24 | $50.8M | $51.6M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 22.1% | ||
| Q3 25 | 34.0% | 31.7% | ||
| Q2 25 | 22.2% | 5.1% | ||
| Q1 25 | 17.6% | 15.9% | ||
| Q4 24 | 17.9% | 16.6% | ||
| Q3 24 | 27.9% | 29.6% | ||
| Q2 24 | 25.8% | 29.0% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 0.1% | ||
| Q3 25 | 0.5% | 2.2% | ||
| Q2 25 | 0.1% | 1.5% | ||
| Q1 25 | 0.1% | 5.1% | ||
| Q4 24 | 0.1% | 1.1% | ||
| Q3 24 | 0.2% | 2.4% | ||
| Q2 24 | 0.0% | 0.9% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 2.56× | 11.20× | ||
| Q2 25 | 1.46× | — | ||
| Q1 25 | 1.23× | 7.37× | ||
| Q4 24 | 0.36× | — | ||
| Q3 24 | 1.75× | — | ||
| 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 | $164.7M | 63% |
| Subscription Services | $58.2M | 22% |
| Other | $39.3M | 15% |
PCRX
| EXPAREL | $155.8M | 79% |
| ZILRETTA | $33.0M | 17% |
| Iovera | $7.0M | 4% |
