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Side-by-side financial comparison of APPFOLIO INC (APPF) and STARZ ENTERTAINMENT CORP (STRZ). Click either name above to swap in a different company.
STARZ ENTERTAINMENT CORP is the larger business by last-quarter revenue ($320.9M vs $262.2M, roughly 1.2× APPFOLIO INC). APPFOLIO INC runs the higher net margin — 16.2% vs -16.4%, a 32.6% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs -7.5%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs -40.6%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Starz Entertainment Corp., formerly known as Lions Gate Entertainment Corporation, or simply Lionsgate, is a Canadian-American entertainment company currently headquartered in Santa Monica, California. Founded by Frank Giustra on July 10, 1997, it is/was domiciled and incorporated in Vancouver, British Columbia.
APPF vs STRZ — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $320.9M |
| Net Profit | $42.4M | $-52.6M |
| Gross Margin | — | — |
| Operating Margin | 19.4% | -10.8% |
| Net Margin | 16.2% | -16.4% |
| Revenue YoY | 20.4% | -7.5% |
| Net Profit YoY | 35.2% | -71.9% |
| EPS (diluted) | $1.18 | $-3.15 |
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 | $320.9M | ||
| Q2 25 | $235.6M | $319.7M | ||
| Q1 25 | $217.7M | — | ||
| Q4 24 | $203.7M | $970.5M | ||
| Q3 24 | $205.7M | $346.9M | ||
| Q2 24 | $197.4M | $347.6M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | — | ||
| Q3 25 | $33.6M | $-52.6M | ||
| Q2 25 | $36.0M | $-42.5M | ||
| Q1 25 | $31.4M | — | ||
| Q4 24 | $102.7M | $-21.9M | ||
| Q3 24 | $33.0M | $-30.6M | ||
| Q2 24 | $29.7M | $4.2M |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | — | ||
| Q3 25 | 14.1% | -10.8% | ||
| Q2 25 | 17.2% | -8.4% | ||
| Q1 25 | 15.5% | — | ||
| Q4 24 | 11.3% | 3.7% | ||
| Q3 24 | 20.7% | -4.9% | ||
| Q2 24 | 18.3% | 2.9% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | — | ||
| Q3 25 | 13.5% | -16.4% | ||
| Q2 25 | 15.3% | -13.3% | ||
| Q1 25 | 14.4% | — | ||
| Q4 24 | 50.4% | -2.3% | ||
| Q3 24 | 16.0% | -8.8% | ||
| Q2 24 | 15.0% | 1.2% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | — | ||
| Q3 25 | $0.93 | $-3.15 | ||
| Q2 25 | $0.99 | $-2.54 | ||
| Q1 25 | $0.86 | — | ||
| Q4 24 | $2.79 | $-0.09 | ||
| Q3 24 | $0.90 | $-1.83 | ||
| Q2 24 | $0.81 | $0.26 |
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 | $37.0M |
| Total DebtLower is stronger | — | $608.7M |
| Stockholders' EquityBook value | $470.2M | $663.2M |
| Total Assets | $580.6M | $2.0B |
| Debt / EquityLower = less leverage | — | 0.92× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | — | ||
| Q3 25 | $76.1M | $37.0M | ||
| Q2 25 | $73.5M | $51.6M | ||
| Q1 25 | $56.9M | — | ||
| Q4 24 | $42.5M | $200.5M | ||
| Q3 24 | $62.4M | $229.6M | ||
| Q2 24 | $59.6M | $192.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $608.7M | ||
| Q2 25 | — | $611.7M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $1.5B |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | — | ||
| Q3 25 | $498.9M | $663.2M | ||
| Q2 25 | $455.6M | $712.3M | ||
| Q1 25 | $462.1M | — | ||
| Q4 24 | $519.3M | $-168.3M | ||
| Q3 24 | $412.8M | $935.9M | ||
| Q2 24 | $371.4M | $973.1M |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | — | ||
| Q3 25 | $640.5M | $2.0B | ||
| Q2 25 | $567.4M | $2.1B | ||
| Q1 25 | $564.7M | — | ||
| Q4 24 | $626.7M | $7.2B | ||
| Q3 24 | $523.3M | $7.1B | ||
| Q2 24 | $479.3M | $7.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.92× | ||
| Q2 25 | — | 0.86× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.24× | ||
| Q2 24 | — | 1.59× |
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 | $-26.1M |
| Free Cash FlowOCF − Capex | — | $-31.3M |
| FCF MarginFCF / Revenue | — | -9.8% |
| Capex IntensityCapex / Revenue | — | 1.6% |
| Cash ConversionOCF / Net Profit | 0.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-317.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | — | ||
| Q3 25 | $86.0M | $-26.1M | ||
| Q2 25 | $52.6M | $65.4M | ||
| Q1 25 | $38.5M | — | ||
| Q4 24 | $36.6M | $-335.3M | ||
| Q3 24 | $57.8M | $9.1M | ||
| Q2 24 | $50.9M | $-33.5M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | — | ||
| Q3 25 | $84.7M | $-31.3M | ||
| Q2 25 | $52.4M | $58.5M | ||
| Q1 25 | $38.2M | — | ||
| Q4 24 | $36.4M | $-349.3M | ||
| Q3 24 | $57.4M | $4.4M | ||
| Q2 24 | $50.8M | $-38.4M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | — | ||
| Q3 25 | 34.0% | -9.8% | ||
| Q2 25 | 22.2% | 18.3% | ||
| Q1 25 | 17.6% | — | ||
| Q4 24 | 17.9% | -36.0% | ||
| Q3 24 | 27.9% | 1.3% | ||
| Q2 24 | 25.8% | -11.0% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.5% | 1.6% | ||
| Q2 25 | 0.1% | 2.2% | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.1% | 1.4% | ||
| Q3 24 | 0.2% | 1.4% | ||
| Q2 24 | 0.0% | 1.4% |
| 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× | -7.98× |
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% |
STRZ
| Over The Top Subscription Service OTT | $222.8M | 69% |
| Linear Subscription Service | $98.1M | 31% |
