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Side-by-side financial comparison of APPFOLIO INC (APPF) and Savers Value Village, Inc. (SVV). Click either name above to swap in a different company.
Savers Value Village, Inc. is the larger business by last-quarter revenue ($426.9M vs $262.2M, roughly 1.6× APPFOLIO INC). APPFOLIO INC runs the higher net margin — 16.2% vs -3.3%, a 19.5% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs 8.1%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs 4.3%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Value Village Stores, Inc. was a Midwestern United States chain of retail stores aimed at the discount department-store market. Henry Horney, formerly of F.W. Woolworth Company founded a small, regional chain of discount stores located in the two states of Wisconsin and Illinois that opened in 1961 and operated into 1989. Horney also had a real estate company and often built small shopping malls adjoining the discount stores. The chain had no relation to the Savers Value Village chain of thri...
APPF vs SVV — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $426.9M |
| Net Profit | $42.4M | $-14.0M |
| Gross Margin | — | — |
| Operating Margin | 19.4% | 8.5% |
| Net Margin | 16.2% | -3.3% |
| Revenue YoY | 20.4% | 8.1% |
| Net Profit YoY | 35.2% | -164.6% |
| EPS (diluted) | $1.18 | $-0.09 |
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 | $426.9M | ||
| Q2 25 | $235.6M | $417.2M | ||
| Q1 25 | $217.7M | $370.1M | ||
| Q4 24 | $203.7M | $402.0M | ||
| Q3 24 | $205.7M | $394.8M | ||
| Q2 24 | $197.4M | $386.7M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | — | ||
| Q3 25 | $33.6M | $-14.0M | ||
| Q2 25 | $36.0M | $18.9M | ||
| Q1 25 | $31.4M | $-4.7M | ||
| Q4 24 | $102.7M | $-1.9M | ||
| Q3 24 | $33.0M | $21.7M | ||
| Q2 24 | $29.7M | $9.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 25.6% | ||
| Q2 24 | — | 26.6% |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | — | ||
| Q3 25 | 14.1% | 8.5% | ||
| Q2 25 | 17.2% | 8.2% | ||
| Q1 25 | 15.5% | 2.8% | ||
| Q4 24 | 11.3% | 8.2% | ||
| Q3 24 | 20.7% | 12.3% | ||
| Q2 24 | 18.3% | 8.3% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | — | ||
| Q3 25 | 13.5% | -3.3% | ||
| Q2 25 | 15.3% | 4.5% | ||
| Q1 25 | 14.4% | -1.3% | ||
| Q4 24 | 50.4% | -0.5% | ||
| Q3 24 | 16.0% | 5.5% | ||
| Q2 24 | 15.0% | 2.5% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | — | ||
| Q3 25 | $0.93 | $-0.09 | ||
| Q2 25 | $0.99 | $0.12 | ||
| Q1 25 | $0.86 | $-0.03 | ||
| Q4 24 | $2.79 | $-0.02 | ||
| Q3 24 | $0.90 | $0.13 | ||
| Q2 24 | $0.81 | $0.06 |
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 | $63.5M |
| Total DebtLower is stronger | — | $750.0M |
| Stockholders' EquityBook value | $470.2M | $414.6M |
| Total Assets | $580.6M | $2.0B |
| Debt / EquityLower = less leverage | — | 1.81× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | — | ||
| Q3 25 | $76.1M | $63.5M | ||
| Q2 25 | $73.5M | $70.5M | ||
| Q1 25 | $56.9M | $73.0M | ||
| Q4 24 | $42.5M | $150.0M | ||
| Q3 24 | $62.4M | $137.7M | ||
| Q2 24 | $59.6M | $160.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $750.0M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | — | ||
| Q3 25 | $498.9M | $414.6M | ||
| Q2 25 | $455.6M | $423.5M | ||
| Q1 25 | $462.1M | $413.8M | ||
| Q4 24 | $519.3M | $421.7M | ||
| Q3 24 | $412.8M | $432.9M | ||
| Q2 24 | $371.4M | $419.5M |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | — | ||
| Q3 25 | $640.5M | $2.0B | ||
| Q2 25 | $567.4M | $1.9B | ||
| Q1 25 | $564.7M | $1.9B | ||
| Q4 24 | $626.7M | $1.9B | ||
| Q3 24 | $523.3M | $1.9B | ||
| Q2 24 | $479.3M | $1.9B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.81× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | $21.6M |
| Free Cash FlowOCF − Capex | — | $-6.3M |
| FCF MarginFCF / Revenue | — | -1.5% |
| Capex IntensityCapex / Revenue | — | 6.5% |
| Cash ConversionOCF / Net Profit | 0.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $25.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | — | ||
| Q3 25 | $86.0M | $21.6M | ||
| Q2 25 | $52.6M | $54.4M | ||
| Q1 25 | $38.5M | $419.0K | ||
| Q4 24 | $36.6M | $55.8M | ||
| Q3 24 | $57.8M | $23.9M | ||
| Q2 24 | $50.9M | $60.4M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | — | ||
| Q3 25 | $84.7M | $-6.3M | ||
| Q2 25 | $52.4M | $21.9M | ||
| Q1 25 | $38.2M | $-20.2M | ||
| Q4 24 | $36.4M | $30.1M | ||
| Q3 24 | $57.4M | $-3.0M | ||
| Q2 24 | $50.8M | $29.6M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | — | ||
| Q3 25 | 34.0% | -1.5% | ||
| Q2 25 | 22.2% | 5.2% | ||
| Q1 25 | 17.6% | -5.4% | ||
| Q4 24 | 17.9% | 7.5% | ||
| Q3 24 | 27.9% | -0.8% | ||
| Q2 24 | 25.8% | 7.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.5% | 6.5% | ||
| Q2 25 | 0.1% | 7.8% | ||
| Q1 25 | 0.1% | 5.6% | ||
| Q4 24 | 0.1% | 6.4% | ||
| Q3 24 | 0.2% | 6.8% | ||
| Q2 24 | 0.0% | 8.0% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 2.56× | — | ||
| Q2 25 | 1.46× | 2.88× | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 0.36× | — | ||
| Q3 24 | 1.75× | 1.10× | ||
| Q2 24 | 1.71× | 6.22× |
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% |
SVV
| Sales Channel Directly To Consumer | $408.3M | 96% |
| Sales Channel Through Intermediary | $18.6M | 4% |
