vs
Side-by-side financial comparison of APPFOLIO INC (APPF) and SunOpta Inc. (STKL). Click either name above to swap in a different company.
APPFOLIO INC is the larger business by last-quarter revenue ($262.2M vs $205.4M, roughly 1.3× SunOpta Inc.). APPFOLIO INC runs the higher net margin — 16.2% vs 0.4%, a 15.8% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs 16.6%). 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.
SunOpta, Inc. is a multi-national food and mineral company headquartered in Eden Prairie, Minnesota and founded in 1973 in Canada.
APPF vs STKL — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $205.4M |
| Net Profit | $42.4M | $816.0K |
| Gross Margin | — | 12.4% |
| Operating Margin | 19.4% | 3.3% |
| Net Margin | 16.2% | 0.4% |
| Revenue YoY | 20.4% | 16.6% |
| Net Profit YoY | 35.2% | 113.1% |
| EPS (diluted) | $1.18 | $0.01 |
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 | — | ||
| Q3 25 | $249.4M | $205.4M | ||
| Q2 25 | $235.6M | $191.5M | ||
| Q1 25 | $217.7M | $201.6M | ||
| Q4 24 | $203.7M | $193.9M | ||
| Q3 24 | $205.7M | $175.9M | ||
| Q2 24 | $197.4M | $169.5M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | — | ||
| Q3 25 | $33.6M | $816.0K | ||
| Q2 25 | $36.0M | $4.4M | ||
| Q1 25 | $31.4M | $4.8M | ||
| Q4 24 | $102.7M | $-8.7M | ||
| Q3 24 | $33.0M | $-6.2M | ||
| Q2 24 | $29.7M | $-5.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 12.4% | ||
| Q2 25 | — | 14.8% | ||
| Q1 25 | — | 15.0% | ||
| Q4 24 | — | 10.9% | ||
| Q3 24 | — | 13.0% | ||
| Q2 24 | — | 12.5% |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | — | ||
| Q3 25 | 14.1% | 3.3% | ||
| Q2 25 | 17.2% | 5.5% | ||
| Q1 25 | 15.5% | 5.2% | ||
| Q4 24 | 11.3% | 1.4% | ||
| Q3 24 | 20.7% | 0.5% | ||
| Q2 24 | 18.3% | 1.2% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | — | ||
| Q3 25 | 13.5% | 0.4% | ||
| Q2 25 | 15.3% | 2.3% | ||
| Q1 25 | 14.4% | 2.4% | ||
| Q4 24 | 50.4% | -4.5% | ||
| Q3 24 | 16.0% | -3.5% | ||
| Q2 24 | 15.0% | -3.1% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | — | ||
| Q3 25 | $0.93 | $0.01 | ||
| Q2 25 | $0.99 | $0.03 | ||
| Q1 25 | $0.86 | $0.04 | ||
| Q4 24 | $2.79 | $-0.08 | ||
| Q3 24 | $0.90 | $-0.05 | ||
| Q2 24 | $0.81 | $-0.04 |
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 | $2.2M |
| Total DebtLower is stronger | — | $250.8M |
| Stockholders' EquityBook value | $470.2M | $162.8M |
| Total Assets | $580.6M | $694.1M |
| Debt / EquityLower = less leverage | — | 1.54× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | — | ||
| Q3 25 | $76.1M | $2.2M | ||
| Q2 25 | $73.5M | $2.2M | ||
| Q1 25 | $56.9M | $2.3M | ||
| Q4 24 | $42.5M | $1.6M | ||
| Q3 24 | $62.4M | $2.9M | ||
| Q2 24 | $59.6M | $3.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $250.8M | ||
| Q2 25 | — | $263.3M | ||
| Q1 25 | — | $260.6M | ||
| Q4 24 | — | $265.2M | ||
| Q3 24 | — | $289.9M | ||
| Q2 24 | — | $303.1M |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | — | ||
| Q3 25 | $498.9M | $162.8M | ||
| Q2 25 | $455.6M | $159.8M | ||
| Q1 25 | $462.1M | $154.8M | ||
| Q4 24 | $519.3M | $148.6M | ||
| Q3 24 | $412.8M | $155.0M | ||
| Q2 24 | $371.4M | $158.8M |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | — | ||
| Q3 25 | $640.5M | $694.1M | ||
| Q2 25 | $567.4M | $704.9M | ||
| Q1 25 | $564.7M | $690.7M | ||
| Q4 24 | $626.7M | $668.5M | ||
| Q3 24 | $523.3M | $699.3M | ||
| Q2 24 | $479.3M | $704.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.54× | ||
| Q2 25 | — | 1.65× | ||
| Q1 25 | — | 1.68× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | — | 1.87× | ||
| Q2 24 | — | 1.91× |
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 | $16.3M |
| Free Cash FlowOCF − Capex | — | $12.1M |
| FCF MarginFCF / Revenue | — | 5.9% |
| Capex IntensityCapex / Revenue | — | 2.1% |
| Cash ConversionOCF / Net Profit | 0.81× | 20.03× |
| TTM Free Cash FlowTrailing 4 quarters | — | $36.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | — | ||
| Q3 25 | $86.0M | $16.3M | ||
| Q2 25 | $52.6M | $-4.5M | ||
| Q1 25 | $38.5M | $22.3M | ||
| Q4 24 | $36.6M | $33.1M | ||
| Q3 24 | $57.8M | $17.2M | ||
| Q2 24 | $50.9M | $-5.6M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | — | ||
| Q3 25 | $84.7M | $12.1M | ||
| Q2 25 | $52.4M | $-9.2M | ||
| Q1 25 | $38.2M | $9.5M | ||
| Q4 24 | $36.4M | $24.0M | ||
| Q3 24 | $57.4M | $11.7M | ||
| Q2 24 | $50.8M | $-15.3M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | — | ||
| Q3 25 | 34.0% | 5.9% | ||
| Q2 25 | 22.2% | -4.8% | ||
| Q1 25 | 17.6% | 4.7% | ||
| Q4 24 | 17.9% | 12.4% | ||
| Q3 24 | 27.9% | 6.6% | ||
| Q2 24 | 25.8% | -9.0% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.5% | 2.1% | ||
| Q2 25 | 0.1% | 2.5% | ||
| Q1 25 | 0.1% | 6.3% | ||
| Q4 24 | 0.1% | 4.7% | ||
| Q3 24 | 0.2% | 3.2% | ||
| Q2 24 | 0.0% | 5.7% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 2.56× | 20.03× | ||
| Q2 25 | 1.46× | -1.03× | ||
| Q1 25 | 1.23× | 4.63× | ||
| 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% |
STKL
| Beverages And Broths | $161.4M | 79% |
| Fruit Snacks | $40.9M | 20% |
| Ingredients | $3.1M | 2% |
