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Side-by-side financial comparison of APPFOLIO INC (APPF) and PTC THERAPEUTICS, INC. (PTCT). Click either name above to swap in a different company.
APPFOLIO INC is the larger business by last-quarter revenue ($262.2M vs $164.7M, roughly 1.6× PTC THERAPEUTICS, INC.). APPFOLIO INC runs the higher net margin — 16.2% vs -82.0%, a 98.1% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs -22.7%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs -11.5%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
PTC Therapeutics, Inc. is a US pharmaceutical company focused on the development of orally administered small molecule drugs and gene therapy which regulate gene expression by targeting post-transcriptional control (PTC) mechanisms in orphan diseases.
APPF vs PTCT — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $164.7M |
| Net Profit | $42.4M | $-135.0M |
| Gross Margin | — | — |
| Operating Margin | 19.4% | -43.3% |
| Net Margin | 16.2% | -82.0% |
| Revenue YoY | 20.4% | -22.7% |
| Net Profit YoY | 35.2% | -104.8% |
| EPS (diluted) | $1.18 | $-1.63 |
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 | $164.7M | ||
| Q3 25 | $249.4M | $211.0M | ||
| Q2 25 | $235.6M | $178.9M | ||
| Q1 25 | $217.7M | $1.2B | ||
| Q4 24 | $203.7M | $213.2M | ||
| Q3 24 | $205.7M | $196.8M | ||
| Q2 24 | $197.4M | $186.7M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $-135.0M | ||
| Q3 25 | $33.6M | $15.9M | ||
| Q2 25 | $36.0M | $-64.8M | ||
| Q1 25 | $31.4M | $866.6M | ||
| Q4 24 | $102.7M | $-65.9M | ||
| Q3 24 | $33.0M | $-106.7M | ||
| Q2 24 | $29.7M | $-99.2M |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | -43.3% | ||
| Q3 25 | 14.1% | 1.4% | ||
| Q2 25 | 17.2% | -19.5% | ||
| Q1 25 | 15.5% | 82.5% | ||
| Q4 24 | 11.3% | -76.2% | ||
| Q3 24 | 20.7% | -27.7% | ||
| Q2 24 | 18.3% | -21.5% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | -82.0% | ||
| Q3 25 | 13.5% | 7.5% | ||
| Q2 25 | 15.3% | -36.3% | ||
| Q1 25 | 14.4% | 73.7% | ||
| Q4 24 | 50.4% | -30.9% | ||
| Q3 24 | 16.0% | -54.2% | ||
| Q2 24 | 15.0% | -53.1% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $-1.63 | ||
| Q3 25 | $0.93 | $0.20 | ||
| Q2 25 | $0.99 | $-0.83 | ||
| Q1 25 | $0.86 | $10.04 | ||
| Q4 24 | $2.79 | $-0.85 | ||
| Q3 24 | $0.90 | $-1.39 | ||
| Q2 24 | $0.81 | $-1.29 |
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 | $1.9B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $470.2M | $-205.3M |
| Total Assets | $580.6M | $2.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $1.9B | ||
| Q3 25 | $76.1M | $1.7B | ||
| Q2 25 | $73.5M | $2.0B | ||
| Q1 25 | $56.9M | $2.0B | ||
| Q4 24 | $42.5M | $1.1B | ||
| Q3 24 | $62.4M | $1.0B | ||
| Q2 24 | $59.6M | $1.1B |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $-205.3M | ||
| Q3 25 | $498.9M | $-155.8M | ||
| Q2 25 | $455.6M | $-206.5M | ||
| Q1 25 | $462.1M | $-185.8M | ||
| Q4 24 | $519.3M | $-1.1B | ||
| Q3 24 | $412.8M | $-1.1B | ||
| Q2 24 | $371.4M | $-980.2M |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $2.9B | ||
| Q3 25 | $640.5M | $2.6B | ||
| Q2 25 | $567.4M | $2.6B | ||
| Q1 25 | $564.7M | $2.7B | ||
| Q4 24 | $626.7M | $1.7B | ||
| Q3 24 | $523.3M | $1.8B | ||
| Q2 24 | $479.3M | $1.9B |
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 | $-34.3M |
| Free Cash FlowOCF − Capex | — | $-36.6M |
| FCF MarginFCF / Revenue | — | -22.3% |
| Capex IntensityCapex / Revenue | — | 1.4% |
| Cash ConversionOCF / Net Profit | 0.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $702.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $-34.3M | ||
| Q3 25 | $86.0M | $-66.3M | ||
| Q2 25 | $52.6M | $-58.3M | ||
| Q1 25 | $38.5M | $870.1M | ||
| Q4 24 | $36.6M | $-30.0M | ||
| Q3 24 | $57.8M | $-77.0M | ||
| Q2 24 | $50.9M | $-71.5M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $-36.6M | ||
| Q3 25 | $84.7M | $-69.7M | ||
| Q2 25 | $52.4M | $-59.6M | ||
| Q1 25 | $38.2M | $868.4M | ||
| Q4 24 | $36.4M | $-33.8M | ||
| Q3 24 | $57.4M | $-77.5M | ||
| Q2 24 | $50.8M | $-78.8M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | -22.3% | ||
| Q3 25 | 34.0% | -33.1% | ||
| Q2 25 | 22.2% | -33.3% | ||
| Q1 25 | 17.6% | 73.8% | ||
| Q4 24 | 17.9% | -15.8% | ||
| Q3 24 | 27.9% | -39.4% | ||
| Q2 24 | 25.8% | -42.2% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 1.4% | ||
| Q3 25 | 0.5% | 1.6% | ||
| Q2 25 | 0.1% | 0.7% | ||
| Q1 25 | 0.1% | 0.1% | ||
| Q4 24 | 0.1% | 1.8% | ||
| Q3 24 | 0.2% | 0.3% | ||
| Q2 24 | 0.0% | 4.0% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 2.56× | -4.17× | ||
| Q2 25 | 1.46× | — | ||
| Q1 25 | 1.23× | 1.00× | ||
| Q4 24 | 0.36× | — | ||
| Q3 24 | 1.75× | — | ||
| 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 | $201.4M | 77% |
| Subscription Services | $58.2M | 22% |
PTCT
Segment breakdown not available.
