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Side-by-side financial comparison of APPFOLIO INC (APPF) and STONERIDGE INC (SRI). Click either name above to swap in a different company.
APPFOLIO INC is the larger business by last-quarter revenue ($262.2M vs $205.2M, roughly 1.3× STONERIDGE INC). On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs -6.0%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs -7.4%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Stoneridge Inc is a global designer and manufacturer of advanced electrical and electronic components, integrated systems, and sensor solutions. It serves automotive, commercial vehicle, off-highway, and aerospace sectors, delivering products that boost vehicle safety, efficiency, connectivity, and environmental performance across key global markets.
APPF vs SRI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $205.2M |
| Net Profit | $42.4M | — |
| Gross Margin | — | 16.2% |
| Operating Margin | 19.4% | -14.4% |
| Net Margin | 16.2% | — |
| Revenue YoY | 20.4% | -6.0% |
| Net Profit YoY | 35.2% | — |
| EPS (diluted) | $1.18 | $-2.76 |
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 | $205.2M | ||
| Q3 25 | $249.4M | $210.3M | ||
| Q2 25 | $235.6M | $228.0M | ||
| Q1 25 | $217.7M | $217.9M | ||
| Q4 24 | $203.7M | $218.2M | ||
| Q3 24 | $205.7M | $213.8M | ||
| Q2 24 | $197.4M | $237.1M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | — | ||
| Q3 25 | $33.6M | $-9.4M | ||
| Q2 25 | $36.0M | $-9.4M | ||
| Q1 25 | $31.4M | $-7.2M | ||
| Q4 24 | $102.7M | — | ||
| Q3 24 | $33.0M | $-7.1M | ||
| Q2 24 | $29.7M | $2.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 16.2% | ||
| Q3 25 | — | 20.3% | ||
| Q2 25 | — | 21.5% | ||
| Q1 25 | — | 21.2% | ||
| Q4 24 | — | 19.5% | ||
| Q3 24 | — | 20.8% | ||
| Q2 24 | — | 22.7% |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | -14.4% | ||
| Q3 25 | 14.1% | -1.6% | ||
| Q2 25 | 17.2% | -1.1% | ||
| Q1 25 | 15.5% | -1.5% | ||
| Q4 24 | 11.3% | -2.0% | ||
| Q3 24 | 20.7% | 0.1% | ||
| Q2 24 | 18.3% | 1.4% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | — | ||
| Q3 25 | 13.5% | -4.5% | ||
| Q2 25 | 15.3% | -4.1% | ||
| Q1 25 | 14.4% | -3.3% | ||
| Q4 24 | 50.4% | — | ||
| Q3 24 | 16.0% | -3.3% | ||
| Q2 24 | 15.0% | 1.2% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $-2.76 | ||
| Q3 25 | $0.93 | $-0.34 | ||
| Q2 25 | $0.99 | $-0.34 | ||
| Q1 25 | $0.86 | $-0.26 | ||
| Q4 24 | $2.79 | $-0.22 | ||
| Q3 24 | $0.90 | $-0.26 | ||
| Q2 24 | $0.81 | $0.10 |
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 | $66.3M |
| Total DebtLower is stronger | — | $180.9M |
| Stockholders' EquityBook value | $470.2M | $179.8M |
| Total Assets | $580.6M | $551.2M |
| Debt / EquityLower = less leverage | — | 1.01× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $66.3M | ||
| Q3 25 | $76.1M | $54.0M | ||
| Q2 25 | $73.5M | $49.8M | ||
| Q1 25 | $56.9M | $79.1M | ||
| Q4 24 | $42.5M | $71.8M | ||
| Q3 24 | $62.4M | $54.1M | ||
| Q2 24 | $59.6M | $42.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $180.9M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $201.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $179.8M | ||
| Q3 25 | $498.9M | $251.2M | ||
| Q2 25 | $455.6M | $260.5M | ||
| Q1 25 | $462.1M | $253.1M | ||
| Q4 24 | $519.3M | $245.3M | ||
| Q3 24 | $412.8M | $271.4M | ||
| Q2 24 | $371.4M | $270.5M |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $551.2M | ||
| Q3 25 | $640.5M | $632.1M | ||
| Q2 25 | $567.4M | $639.4M | ||
| Q1 25 | $564.7M | $657.4M | ||
| Q4 24 | $626.7M | $621.6M | ||
| Q3 24 | $523.3M | $662.5M | ||
| Q2 24 | $479.3M | $666.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.01× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.82× | ||
| 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 | $8.8M |
| Free Cash FlowOCF − Capex | — | $2.6M |
| FCF MarginFCF / Revenue | — | 1.3% |
| Capex IntensityCapex / Revenue | — | 3.0% |
| Cash ConversionOCF / Net Profit | 0.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $12.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $8.8M | ||
| Q3 25 | $86.0M | $3.6M | ||
| Q2 25 | $52.6M | $10.7M | ||
| Q1 25 | $38.5M | $10.9M | ||
| Q4 24 | $36.6M | $19.2M | ||
| Q3 24 | $57.8M | $10.8M | ||
| Q2 24 | $50.9M | $8.7M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $2.6M | ||
| Q3 25 | $84.7M | $-2.7M | ||
| Q2 25 | $52.4M | $7.4M | ||
| Q1 25 | $38.2M | $4.8M | ||
| Q4 24 | $36.4M | $14.0M | ||
| Q3 24 | $57.4M | $4.6M | ||
| Q2 24 | $50.8M | $1.5M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 1.3% | ||
| Q3 25 | 34.0% | -1.3% | ||
| Q2 25 | 22.2% | 3.3% | ||
| Q1 25 | 17.6% | 2.2% | ||
| Q4 24 | 17.9% | 6.4% | ||
| Q3 24 | 27.9% | 2.2% | ||
| Q2 24 | 25.8% | 0.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 3.0% | ||
| Q3 25 | 0.5% | 3.0% | ||
| Q2 25 | 0.1% | 1.4% | ||
| Q1 25 | 0.1% | 2.8% | ||
| Q4 24 | 0.1% | 2.4% | ||
| Q3 24 | 0.2% | 2.9% | ||
| Q2 24 | 0.0% | 3.0% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 2.56× | — | ||
| Q2 25 | 1.46× | — | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 0.36× | — | ||
| Q3 24 | 1.75× | — | ||
| Q2 24 | 1.71× | 3.11× |
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% |
SRI
| Control Devices | $51.7M | 25% |
| Electronics | $38.0M | 19% |
| EE | $34.2M | 17% |
| SE | $28.6M | 14% |
| NL | $24.5M | 12% |
| Stoneridge Brazil | $14.1M | 7% |
| Asia Pacific | $13.1M | 6% |
