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Side-by-side financial comparison of APPFOLIO INC (APPF) and ROGERS CORP (ROG). Click either name above to swap in a different company.
APPFOLIO INC is the larger business by last-quarter revenue ($262.2M vs $200.5M, roughly 1.3× ROGERS CORP). APPFOLIO INC runs the higher net margin — 16.2% vs 2.2%, a 13.9% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs 5.2%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs -3.3%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
APPF vs ROG — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $200.5M |
| Net Profit | $42.4M | $4.5M |
| Gross Margin | — | 32.2% |
| Operating Margin | 19.4% | — |
| Net Margin | 16.2% | 2.2% |
| Revenue YoY | 20.4% | 5.2% |
| Net Profit YoY | 35.2% | 421.4% |
| EPS (diluted) | $1.18 | $0.25 |
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 | $200.5M | ||
| Q4 25 | $248.2M | $201.5M | ||
| Q3 25 | $249.4M | $216.0M | ||
| Q2 25 | $235.6M | $202.8M | ||
| Q1 25 | $217.7M | $190.5M | ||
| Q4 24 | $203.7M | $192.2M | ||
| Q3 24 | $205.7M | $210.3M | ||
| Q2 24 | $197.4M | $214.2M |
| Q1 26 | $42.4M | $4.5M | ||
| Q4 25 | $39.9M | $4.6M | ||
| Q3 25 | $33.6M | $8.6M | ||
| Q2 25 | $36.0M | $-73.6M | ||
| Q1 25 | $31.4M | $-1.4M | ||
| Q4 24 | $102.7M | $-500.0K | ||
| Q3 24 | $33.0M | $10.7M | ||
| Q2 24 | $29.7M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 3.5% | ||
| Q3 25 | 14.1% | 7.3% | ||
| Q2 25 | 17.2% | -33.3% | ||
| Q1 25 | 15.5% | -0.2% | ||
| Q4 24 | 11.3% | -6.6% | ||
| Q3 24 | 20.7% | 6.9% | ||
| Q2 24 | 18.3% | 5.3% |
| Q1 26 | 16.2% | 2.2% | ||
| Q4 25 | 16.1% | 2.3% | ||
| Q3 25 | 13.5% | 4.0% | ||
| Q2 25 | 15.3% | -36.3% | ||
| Q1 25 | 14.4% | -0.7% | ||
| Q4 24 | 50.4% | -0.3% | ||
| Q3 24 | 16.0% | 5.1% | ||
| Q2 24 | 15.0% | 3.8% |
| Q1 26 | $1.18 | $0.25 | ||
| Q4 25 | $1.10 | $0.20 | ||
| Q3 25 | $0.93 | $0.48 | ||
| Q2 25 | $0.99 | $-4.00 | ||
| Q1 25 | $0.86 | $-0.08 | ||
| Q4 24 | $2.79 | $-0.04 | ||
| Q3 24 | $0.90 | $0.58 | ||
| Q2 24 | $0.81 | $0.44 |
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 | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $470.2M | $1.2B |
| Total Assets | $580.6M | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | $195.8M | ||
| Q4 25 | $107.0M | $197.0M | ||
| Q3 25 | $76.1M | $167.8M | ||
| Q2 25 | $73.5M | $157.2M | ||
| Q1 25 | $56.9M | $175.6M | ||
| Q4 24 | $42.5M | $159.8M | ||
| Q3 24 | $62.4M | $146.4M | ||
| Q2 24 | $59.6M | $119.9M |
| Q1 26 | $470.2M | $1.2B | ||
| Q4 25 | $542.6M | $1.2B | ||
| Q3 25 | $498.9M | $1.2B | ||
| Q2 25 | $455.6M | $1.2B | ||
| Q1 25 | $462.1M | $1.3B | ||
| Q4 24 | $519.3M | $1.3B | ||
| Q3 24 | $412.8M | $1.3B | ||
| Q2 24 | $371.4M | $1.3B |
| Q1 26 | $580.6M | $1.4B | ||
| Q4 25 | $689.0M | $1.4B | ||
| Q3 25 | $640.5M | $1.4B | ||
| Q2 25 | $567.4M | $1.5B | ||
| Q1 25 | $564.7M | $1.5B | ||
| Q4 24 | $626.7M | $1.5B | ||
| Q3 24 | $523.3M | $1.5B | ||
| Q2 24 | $479.3M | $1.5B |
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 | $5.8M |
| Free Cash FlowOCF − Capex | — | $1.1M |
| FCF MarginFCF / Revenue | — | 0.5% |
| Capex IntensityCapex / Revenue | — | 2.3% |
| Cash ConversionOCF / Net Profit | 0.81× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | — | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | $5.8M | ||
| Q4 25 | $65.0M | $46.9M | ||
| Q3 25 | $86.0M | $28.9M | ||
| Q2 25 | $52.6M | $13.7M | ||
| Q1 25 | $38.5M | $11.7M | ||
| Q4 24 | $36.6M | $33.7M | ||
| Q3 24 | $57.8M | $42.4M | ||
| Q2 24 | $50.9M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $63.7M | $42.2M | ||
| Q3 25 | $84.7M | $21.2M | ||
| Q2 25 | $52.4M | $5.6M | ||
| Q1 25 | $38.2M | $2.1M | ||
| Q4 24 | $36.4M | $18.3M | ||
| Q3 24 | $57.4M | $25.2M | ||
| Q2 24 | $50.8M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 25.7% | 20.9% | ||
| Q3 25 | 34.0% | 9.8% | ||
| Q2 25 | 22.2% | 2.8% | ||
| Q1 25 | 17.6% | 1.1% | ||
| Q4 24 | 17.9% | 9.5% | ||
| Q3 24 | 27.9% | 12.0% | ||
| Q2 24 | 25.8% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.5% | 2.3% | ||
| Q3 25 | 0.5% | 3.6% | ||
| Q2 25 | 0.1% | 4.0% | ||
| Q1 25 | 0.1% | 5.0% | ||
| Q4 24 | 0.1% | 8.0% | ||
| Q3 24 | 0.2% | 8.2% | ||
| Q2 24 | 0.0% | 6.6% |
| Q1 26 | 0.81× | 1.29× | ||
| Q4 25 | 1.63× | 10.20× | ||
| Q3 25 | 2.56× | 3.36× | ||
| Q2 25 | 1.46× | — | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 0.36× | — | ||
| Q3 24 | 1.75× | 3.96× | ||
| Q2 24 | 1.71× | 2.83× |
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% |
ROG
Segment breakdown not available.
