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Side-by-side financial comparison of APPFOLIO INC (APPF) and Root, Inc. (ROOT). Click either name above to swap in a different company.
Root, Inc. is the larger business by last-quarter revenue ($397.0M vs $262.2M, roughly 1.5× APPFOLIO INC). On growth, Root, Inc. posted the faster year-over-year revenue change (21.5% vs 20.4%). Over the past eight quarters, Root, Inc.'s revenue compounded faster (24.8% CAGR vs 15.3%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Root Insurance Company is an online car insurance company operating in the United States.
APPF vs ROOT — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $397.0M |
| Net Profit | $42.4M | — |
| Gross Margin | — | — |
| Operating Margin | 19.4% | 2.6% |
| Net Margin | 16.2% | — |
| Revenue YoY | 20.4% | 21.5% |
| Net Profit YoY | 35.2% | — |
| EPS (diluted) | $1.18 | $0.35 |
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 | $397.0M | ||
| Q3 25 | $249.4M | $387.8M | ||
| Q2 25 | $235.6M | $382.9M | ||
| Q1 25 | $217.7M | $349.4M | ||
| Q4 24 | $203.7M | $326.7M | ||
| Q3 24 | $205.7M | $305.7M | ||
| Q2 24 | $197.4M | $289.2M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | — | ||
| Q3 25 | $33.6M | $-5.4M | ||
| Q2 25 | $36.0M | $22.0M | ||
| Q1 25 | $31.4M | $18.4M | ||
| Q4 24 | $102.7M | — | ||
| Q3 24 | $33.0M | $22.8M | ||
| Q2 24 | $29.7M | $-7.8M |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 2.6% | ||
| Q3 25 | 14.1% | 0.1% | ||
| Q2 25 | 17.2% | 7.1% | ||
| Q1 25 | 15.5% | 6.8% | ||
| Q4 24 | 11.3% | 10.7% | ||
| Q3 24 | 20.7% | 11.3% | ||
| Q2 24 | 18.3% | 1.3% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | — | ||
| Q3 25 | 13.5% | -1.4% | ||
| Q2 25 | 15.3% | 5.7% | ||
| Q1 25 | 14.4% | 5.3% | ||
| Q4 24 | 50.4% | — | ||
| Q3 24 | 16.0% | 7.5% | ||
| Q2 24 | 15.0% | -2.7% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $0.35 | ||
| Q3 25 | $0.93 | $-0.35 | ||
| Q2 25 | $0.99 | $1.29 | ||
| Q1 25 | $0.86 | $1.07 | ||
| Q4 24 | $2.79 | $1.42 | ||
| Q3 24 | $0.90 | $1.35 | ||
| Q2 24 | $0.81 | $-0.52 |
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 | $669.3M |
| Total DebtLower is stronger | — | $200.3M |
| Stockholders' EquityBook value | $470.2M | $284.3M |
| Total Assets | $580.6M | $1.7B |
| Debt / EquityLower = less leverage | — | 0.70× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $669.3M | ||
| Q3 25 | $76.1M | $653.3M | ||
| Q2 25 | $73.5M | $641.4M | ||
| Q1 25 | $56.9M | $609.4M | ||
| Q4 24 | $42.5M | $599.3M | ||
| Q3 24 | $62.4M | $674.8M | ||
| Q2 24 | $59.6M | $667.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $200.3M | ||
| Q3 25 | — | $200.4M | ||
| Q2 25 | — | $200.1M | ||
| Q1 25 | — | $200.0M | ||
| Q4 24 | — | $200.1M | ||
| Q3 24 | — | $300.9M | ||
| Q2 24 | — | $300.1M |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $284.3M | ||
| Q3 25 | $498.9M | $265.0M | ||
| Q2 25 | $455.6M | $244.5M | ||
| Q1 25 | $462.1M | $228.7M | ||
| Q4 24 | $519.3M | $203.7M | ||
| Q3 24 | $412.8M | $181.9M | ||
| Q2 24 | $371.4M | $151.3M |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $1.7B | ||
| Q3 25 | $640.5M | $1.6B | ||
| Q2 25 | $567.4M | $1.6B | ||
| Q1 25 | $564.7M | $1.6B | ||
| Q4 24 | $626.7M | $1.5B | ||
| Q3 24 | $523.3M | $1.6B | ||
| Q2 24 | $479.3M | $1.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.70× | ||
| Q3 25 | — | 0.76× | ||
| Q2 25 | — | 0.82× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.98× | ||
| Q3 24 | — | 1.65× | ||
| Q2 24 | — | 1.98× |
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 | $206.5M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | 0.0% |
| Cash ConversionOCF / Net Profit | 0.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $206.5M | ||
| Q3 25 | $86.0M | $57.6M | ||
| Q2 25 | $52.6M | $52.0M | ||
| Q1 25 | $38.5M | $26.8M | ||
| Q4 24 | $36.6M | $195.7M | ||
| Q3 24 | $57.8M | $49.4M | ||
| Q2 24 | $50.9M | $62.6M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | — | ||
| Q3 25 | $84.7M | — | ||
| Q2 25 | $52.4M | — | ||
| Q1 25 | $38.2M | — | ||
| Q4 24 | $36.4M | $195.3M | ||
| Q3 24 | $57.4M | — | ||
| Q2 24 | $50.8M | $62.4M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | — | ||
| Q3 25 | 34.0% | — | ||
| Q2 25 | 22.2% | — | ||
| Q1 25 | 17.6% | — | ||
| Q4 24 | 17.9% | 59.8% | ||
| Q3 24 | 27.9% | — | ||
| Q2 24 | 25.8% | 21.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 0.0% | ||
| Q3 25 | 0.5% | 0.0% | ||
| Q2 25 | 0.1% | 0.0% | ||
| Q1 25 | 0.1% | 0.0% | ||
| Q4 24 | 0.1% | 0.1% | ||
| Q3 24 | 0.2% | 0.0% | ||
| Q2 24 | 0.0% | 0.1% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 2.56× | — | ||
| Q2 25 | 1.46× | 2.36× | ||
| Q1 25 | 1.23× | 1.46× | ||
| Q4 24 | 0.36× | — | ||
| Q3 24 | 1.75× | 2.17× | ||
| 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 | $164.7M | 63% |
| Subscription Services | $58.2M | 22% |
| Other | $39.3M | 15% |
ROOT
Segment breakdown not available.
