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Side-by-side financial comparison of APPFOLIO INC (APPF) and STURM RUGER & CO INC (RGR). Click either name above to swap in a different company.
APPFOLIO INC is the larger business by last-quarter revenue ($262.2M vs $151.1M, roughly 1.7× STURM RUGER & CO INC). On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs 3.6%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs 5.1%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Sturm, Ruger & Company, Inc., better known by the shortened name Ruger, is an American firearm manufacturing company based in Southport, Connecticut, with production facilities also in Newport, New Hampshire; Mayodan, North Carolina; and Prescott, Arizona. The company was founded in 1949 by Alexander McCormick Sturm and William B. Ruger and has been publicly traded since 1969.
APPF vs RGR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $151.1M |
| Net Profit | $42.4M | — |
| Gross Margin | — | 17.8% |
| Operating Margin | 19.4% | 2.3% |
| Net Margin | 16.2% | — |
| Revenue YoY | 20.4% | 3.6% |
| Net Profit YoY | 35.2% | — |
| EPS (diluted) | $1.18 | $0.22 |
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 | $151.1M | ||
| Q3 25 | $249.4M | $126.8M | ||
| Q2 25 | $235.6M | $132.5M | ||
| Q1 25 | $217.7M | $135.7M | ||
| Q4 24 | $203.7M | $145.8M | ||
| Q3 24 | $205.7M | $122.3M | ||
| Q2 24 | $197.4M | $130.8M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | — | ||
| Q3 25 | $33.6M | $1.6M | ||
| Q2 25 | $36.0M | $-17.2M | ||
| Q1 25 | $31.4M | $7.8M | ||
| Q4 24 | $102.7M | — | ||
| Q3 24 | $33.0M | $4.7M | ||
| Q2 24 | $29.7M | $8.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | 17.8% | ||
| Q3 25 | — | 15.1% | ||
| Q2 25 | — | 3.9% | ||
| Q1 25 | — | 22.0% | ||
| Q4 24 | — | 22.8% | ||
| Q3 24 | — | 18.5% | ||
| Q2 24 | — | 22.3% |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 2.3% | ||
| Q3 25 | 14.1% | -2.7% | ||
| Q2 25 | 17.2% | -15.6% | ||
| Q1 25 | 15.5% | 6.2% | ||
| Q4 24 | 11.3% | 7.8% | ||
| Q3 24 | 20.7% | 3.1% | ||
| Q2 24 | 18.3% | 6.9% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | — | ||
| Q3 25 | 13.5% | 1.2% | ||
| Q2 25 | 15.3% | -13.0% | ||
| Q1 25 | 14.4% | 5.7% | ||
| Q4 24 | 50.4% | — | ||
| Q3 24 | 16.0% | 3.9% | ||
| Q2 24 | 15.0% | 6.3% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $0.22 | ||
| Q3 25 | $0.93 | $0.10 | ||
| Q2 25 | $0.99 | $-1.05 | ||
| Q1 25 | $0.86 | $0.46 | ||
| Q4 24 | $2.79 | $0.62 | ||
| Q3 24 | $0.90 | $0.28 | ||
| Q2 24 | $0.81 | $0.47 |
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 | $92.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $470.2M | $283.8M |
| Total Assets | $580.6M | $342.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $92.5M | ||
| Q3 25 | $76.1M | $80.8M | ||
| Q2 25 | $73.5M | $101.4M | ||
| Q1 25 | $56.9M | $108.3M | ||
| Q4 24 | $42.5M | $105.5M | ||
| Q3 24 | $62.4M | $96.0M | ||
| Q2 24 | $59.6M | $105.6M |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $283.8M | ||
| Q3 25 | $498.9M | $279.6M | ||
| Q2 25 | $455.6M | $289.3M | ||
| Q1 25 | $462.1M | $321.5M | ||
| Q4 24 | $519.3M | $319.6M | ||
| Q3 24 | $412.8M | $314.9M | ||
| Q2 24 | $371.4M | $321.5M |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $342.0M | ||
| Q3 25 | $640.5M | $342.3M | ||
| Q2 25 | $567.4M | $349.5M | ||
| Q1 25 | $564.7M | $379.0M | ||
| Q4 24 | $626.7M | $384.0M | ||
| Q3 24 | $523.3M | $373.5M | ||
| Q2 24 | $479.3M | $376.7M |
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 | $15.5M |
| Free Cash FlowOCF − Capex | — | $12.3M |
| FCF MarginFCF / Revenue | — | 8.2% |
| Capex IntensityCapex / Revenue | — | 2.1% |
| Cash ConversionOCF / Net Profit | 0.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $38.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $15.5M | ||
| Q3 25 | $86.0M | $12.9M | ||
| Q2 25 | $52.6M | $14.7M | ||
| Q1 25 | $38.5M | $11.1M | ||
| Q4 24 | $36.6M | $20.0M | ||
| Q3 24 | $57.8M | $9.4M | ||
| Q2 24 | $50.9M | $18.7M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $12.3M | ||
| Q3 25 | $84.7M | $7.0M | ||
| Q2 25 | $52.4M | $9.1M | ||
| Q1 25 | $38.2M | $10.0M | ||
| Q4 24 | $36.4M | $16.4M | ||
| Q3 24 | $57.4M | $2.6M | ||
| Q2 24 | $50.8M | $10.1M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 8.2% | ||
| Q3 25 | 34.0% | 5.5% | ||
| Q2 25 | 22.2% | 6.9% | ||
| Q1 25 | 17.6% | 7.4% | ||
| Q4 24 | 17.9% | 11.2% | ||
| Q3 24 | 27.9% | 2.1% | ||
| Q2 24 | 25.8% | 7.7% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 2.1% | ||
| Q3 25 | 0.5% | 4.6% | ||
| Q2 25 | 0.1% | 4.2% | ||
| Q1 25 | 0.1% | 0.8% | ||
| Q4 24 | 0.1% | 2.5% | ||
| Q3 24 | 0.2% | 5.5% | ||
| Q2 24 | 0.0% | 6.6% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 2.56× | 8.15× | ||
| Q2 25 | 1.46× | — | ||
| Q1 25 | 1.23× | 1.43× | ||
| Q4 24 | 0.36× | — | ||
| Q3 24 | 1.75× | 1.98× | ||
| Q2 24 | 1.71× | 2.27× |
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% |
RGR
| Firearms | $150.6M | 100% |
| Castings | $7.3M | 5% |
