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Side-by-side financial comparison of APPFOLIO INC (APPF) and TOOTSIE ROLL INDUSTRIES INC (TR). Click either name above to swap in a different company.
APPFOLIO INC is the larger business by last-quarter revenue ($262.2M vs $196.3M, roughly 1.3× TOOTSIE ROLL INDUSTRIES INC). APPFOLIO INC runs the higher net margin — 16.2% vs 14.7%, a 1.5% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs 1.5%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs 13.2%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Tootsie Roll Industries is an American manufacturer of confectionery based in Chicago, Illinois. Its best-known products include the namesake Tootsie Rolls and Tootsie Pops. Tootsie Roll Industries currently markets its brands internationally in Canada, Mexico, and over 75 other countries.
APPF vs TR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $196.3M |
| Net Profit | $42.4M | $28.8M |
| Gross Margin | — | 35.7% |
| Operating Margin | 19.4% | 17.0% |
| Net Margin | 16.2% | 14.7% |
| Revenue YoY | 20.4% | 1.5% |
| Net Profit YoY | 35.2% | 27.9% |
| EPS (diluted) | $1.18 | — |
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 | $196.3M | ||
| Q3 25 | $249.4M | $232.7M | ||
| Q2 25 | $235.6M | $155.1M | ||
| Q1 25 | $217.7M | $148.5M | ||
| Q4 24 | $203.7M | $193.4M | ||
| Q3 24 | $205.7M | $225.9M | ||
| Q2 24 | $197.4M | $150.7M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $28.8M | ||
| Q3 25 | $33.6M | $35.7M | ||
| Q2 25 | $36.0M | $17.5M | ||
| Q1 25 | $31.4M | $18.1M | ||
| Q4 24 | $102.7M | $22.5M | ||
| Q3 24 | $33.0M | $32.8M | ||
| Q2 24 | $29.7M | $15.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 35.7% | ||
| Q3 25 | — | 34.1% | ||
| Q2 25 | — | 36.4% | ||
| Q1 25 | — | 35.3% | ||
| Q4 24 | — | 39.1% | ||
| Q3 24 | — | 34.1% | ||
| Q2 24 | — | 33.5% |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 17.0% | ||
| Q3 25 | 14.1% | 13.9% | ||
| Q2 25 | 17.2% | 7.8% | ||
| Q1 25 | 15.5% | 15.5% | ||
| Q4 24 | 11.3% | 20.0% | ||
| Q3 24 | 20.7% | 15.6% | ||
| Q2 24 | 18.3% | 10.2% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | 14.7% | ||
| Q3 25 | 13.5% | 15.3% | ||
| Q2 25 | 15.3% | 11.3% | ||
| Q1 25 | 14.4% | 12.2% | ||
| Q4 24 | 50.4% | 11.6% | ||
| Q3 24 | 16.0% | 14.5% | ||
| Q2 24 | 15.0% | 10.4% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | — | ||
| Q3 25 | $0.93 | — | ||
| Q2 25 | $0.99 | — | ||
| Q1 25 | $0.86 | — | ||
| Q4 24 | $2.79 | — | ||
| Q3 24 | $0.90 | — | ||
| Q2 24 | $0.81 | — |
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 | $176.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $470.2M | $941.0M |
| Total Assets | $580.6M | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $176.6M | ||
| Q3 25 | $76.1M | $119.8M | ||
| Q2 25 | $73.5M | $170.5M | ||
| Q1 25 | $56.9M | $176.6M | ||
| Q4 24 | $42.5M | $194.6M | ||
| Q3 24 | $62.4M | $163.2M | ||
| Q2 24 | $59.6M | $131.2M |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $941.0M | ||
| Q3 25 | $498.9M | $918.9M | ||
| Q2 25 | $455.6M | $893.1M | ||
| Q1 25 | $462.1M | $879.4M | ||
| Q4 24 | $519.3M | $870.7M | ||
| Q3 24 | $412.8M | $870.2M | ||
| Q2 24 | $371.4M | $841.4M |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $1.3B | ||
| Q3 25 | $640.5M | $1.2B | ||
| Q2 25 | $567.4M | $1.2B | ||
| Q1 25 | $564.7M | $1.1B | ||
| Q4 24 | $626.7M | $1.1B | ||
| Q3 24 | $523.3M | $1.1B | ||
| Q2 24 | $479.3M | $1.1B |
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 | $73.3M |
| Free Cash FlowOCF − Capex | — | $61.0M |
| FCF MarginFCF / Revenue | — | 31.1% |
| Capex IntensityCapex / Revenue | — | 6.3% |
| Cash ConversionOCF / Net Profit | 0.81× | 2.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | $96.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $73.3M | ||
| Q3 25 | $86.0M | $62.2M | ||
| Q2 25 | $52.6M | $-8.5M | ||
| Q1 25 | $38.5M | $3.6M | ||
| Q4 24 | $36.6M | $68.8M | ||
| Q3 24 | $57.8M | $61.3M | ||
| Q2 24 | $50.9M | $-12.6M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $61.0M | ||
| Q3 25 | $84.7M | $50.7M | ||
| Q2 25 | $52.4M | $-16.0M | ||
| Q1 25 | $38.2M | $750.0K | ||
| Q4 24 | $36.4M | $64.7M | ||
| Q3 24 | $57.4M | $55.8M | ||
| Q2 24 | $50.8M | $-16.6M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 31.1% | ||
| Q3 25 | 34.0% | 21.8% | ||
| Q2 25 | 22.2% | -10.3% | ||
| Q1 25 | 17.6% | 0.5% | ||
| Q4 24 | 17.9% | 33.5% | ||
| Q3 24 | 27.9% | 24.7% | ||
| Q2 24 | 25.8% | -11.0% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 6.3% | ||
| Q3 25 | 0.5% | 5.0% | ||
| Q2 25 | 0.1% | 4.8% | ||
| Q1 25 | 0.1% | 1.9% | ||
| Q4 24 | 0.1% | 2.1% | ||
| Q3 24 | 0.2% | 2.4% | ||
| Q2 24 | 0.0% | 2.6% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 2.55× | ||
| Q3 25 | 2.56× | 1.74× | ||
| Q2 25 | 1.46× | -0.49× | ||
| Q1 25 | 1.23× | 0.20× | ||
| Q4 24 | 0.36× | 3.06× | ||
| Q3 24 | 1.75× | 1.87× | ||
| Q2 24 | 1.71× | -0.81× |
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% |
TR
| Products | $194.3M | 99% |
| Rental And Royalty | $1.9M | 1% |
