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Side-by-side financial comparison of APPFOLIO INC (APPF) and UNIVERSAL TECHNICAL INSTITUTE INC (UTI). Click either name above to swap in a different company.
APPFOLIO INC is the larger business by last-quarter revenue ($262.2M vs $221.4M, roughly 1.2× UNIVERSAL TECHNICAL INSTITUTE INC). APPFOLIO INC runs the higher net margin — 16.2% vs 0.2%, a 16.0% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs 6.7%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs 11.7%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Universal Technical Institute, Inc. (UTI) is a private for-profit system of technical colleges in the United States. It was established in 1965 by Robert Sweet.
APPF vs UTI — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $221.4M |
| Net Profit | $42.4M | $433.0K |
| Gross Margin | — | — |
| Operating Margin | 19.4% | 0.2% |
| Net Margin | 16.2% | 0.2% |
| Revenue YoY | 20.4% | 6.7% |
| Net Profit YoY | 35.2% | -60.5% |
| 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 | $221.4M | ||
| Q4 25 | $248.2M | $220.8M | ||
| Q3 25 | $249.4M | $222.4M | ||
| Q2 25 | $235.6M | $204.3M | ||
| Q1 25 | $217.7M | $207.4M | ||
| Q4 24 | $203.7M | $201.4M | ||
| Q3 24 | $205.7M | $196.4M | ||
| Q2 24 | $197.4M | $177.5M |
| Q1 26 | $42.4M | $433.0K | ||
| Q4 25 | $39.9M | $12.8M | ||
| Q3 25 | $33.6M | $18.8M | ||
| Q2 25 | $36.0M | $10.7M | ||
| Q1 25 | $31.4M | $11.4M | ||
| Q4 24 | $102.7M | $22.2M | ||
| Q3 24 | $33.0M | $18.8M | ||
| Q2 24 | $29.7M | $5.0M |
| Q1 26 | 19.4% | 0.2% | ||
| Q4 25 | 17.6% | 7.1% | ||
| Q3 25 | 14.1% | 11.2% | ||
| Q2 25 | 17.2% | 6.9% | ||
| Q1 25 | 15.5% | 8.1% | ||
| Q4 24 | 11.3% | 13.6% | ||
| Q3 24 | 20.7% | 13.3% | ||
| Q2 24 | 18.3% | 4.2% |
| Q1 26 | 16.2% | 0.2% | ||
| Q4 25 | 16.1% | 5.8% | ||
| Q3 25 | 13.5% | 8.4% | ||
| Q2 25 | 15.3% | 5.2% | ||
| Q1 25 | 14.4% | 5.5% | ||
| Q4 24 | 50.4% | 11.0% | ||
| Q3 24 | 16.0% | 9.6% | ||
| Q2 24 | 15.0% | 2.8% |
| Q1 26 | $1.18 | $0.01 | ||
| Q4 25 | $1.10 | $0.23 | ||
| Q3 25 | $0.93 | $0.33 | ||
| Q2 25 | $0.99 | $0.19 | ||
| Q1 25 | $0.86 | $0.21 | ||
| Q4 24 | $2.79 | $0.40 | ||
| Q3 24 | $0.90 | $0.35 | ||
| Q2 24 | $0.81 | $0.09 |
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 | $162.0M |
| Total DebtLower is stronger | — | $127.8M |
| Stockholders' EquityBook value | $470.2M | $339.9M |
| Total Assets | $580.6M | $852.2M |
| Debt / EquityLower = less leverage | — | 0.38× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | $162.0M | ||
| Q4 25 | $107.0M | $162.8M | ||
| Q3 25 | $76.1M | $169.1M | ||
| Q2 25 | $73.5M | $70.7M | ||
| Q1 25 | $56.9M | $96.0M | ||
| Q4 24 | $42.5M | $172.0M | ||
| Q3 24 | $62.4M | $161.9M | ||
| Q2 24 | $59.6M | $115.5M |
| Q1 26 | — | $127.8M | ||
| Q4 25 | — | $101.4M | ||
| Q3 25 | — | $87.1M | ||
| Q2 25 | — | $73.8M | ||
| Q1 25 | — | $94.4M | ||
| Q4 24 | — | $120.1M | ||
| Q3 24 | — | $125.7M | ||
| Q2 24 | — | $137.3M |
| Q1 26 | $470.2M | $339.9M | ||
| Q4 25 | $542.6M | $335.9M | ||
| Q3 25 | $498.9M | $328.1M | ||
| Q2 25 | $455.6M | $306.8M | ||
| Q1 25 | $462.1M | $293.9M | ||
| Q4 24 | $519.3M | $280.0M | ||
| Q3 24 | $412.8M | $260.2M | ||
| Q2 24 | $371.4M | $239.4M |
| Q1 26 | $580.6M | $852.2M | ||
| Q4 25 | $689.0M | $834.0M | ||
| Q3 25 | $640.5M | $826.1M | ||
| Q2 25 | $567.4M | $740.8M | ||
| Q1 25 | $564.7M | $720.4M | ||
| Q4 24 | $626.7M | $753.8M | ||
| Q3 24 | $523.3M | $744.6M | ||
| Q2 24 | $479.3M | $706.0M |
| Q1 26 | — | 0.38× | ||
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.32× | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | — | 0.48× | ||
| Q2 24 | — | 0.57× |
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 | $7.1M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 0.81× | 16.33× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | $7.1M | ||
| Q4 25 | $65.0M | $3.1M | ||
| Q3 25 | $86.0M | $57.1M | ||
| Q2 25 | $52.6M | $18.1M | ||
| Q1 25 | $38.5M | $-789.0K | ||
| Q4 24 | $36.6M | $23.0M | ||
| Q3 24 | $57.8M | $67.5M | ||
| Q2 24 | $50.9M | $10.0M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $-19.2M | ||
| Q3 25 | $84.7M | $40.6M | ||
| Q2 25 | $52.4M | $6.8M | ||
| Q1 25 | $38.2M | $-11.7M | ||
| Q4 24 | $36.4M | $19.6M | ||
| Q3 24 | $57.4M | $60.0M | ||
| Q2 24 | $50.8M | $3.0M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | -8.7% | ||
| Q3 25 | 34.0% | 18.3% | ||
| Q2 25 | 22.2% | 3.4% | ||
| Q1 25 | 17.6% | -5.7% | ||
| Q4 24 | 17.9% | 9.7% | ||
| Q3 24 | 27.9% | 30.6% | ||
| Q2 24 | 25.8% | 1.7% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 10.1% | ||
| Q3 25 | 0.5% | 7.4% | ||
| Q2 25 | 0.1% | 5.5% | ||
| Q1 25 | 0.1% | 5.3% | ||
| Q4 24 | 0.1% | 1.7% | ||
| Q3 24 | 0.2% | 3.8% | ||
| Q2 24 | 0.0% | 4.0% |
| Q1 26 | 0.81× | 16.33× | ||
| Q4 25 | 1.63× | 0.24× | ||
| Q3 25 | 2.56× | 3.04× | ||
| Q2 25 | 1.46× | 1.69× | ||
| Q1 25 | 1.23× | -0.07× | ||
| Q4 24 | 0.36× | 1.04× | ||
| Q3 24 | 1.75× | 3.58× | ||
| Q2 24 | 1.71× | 2.01× |
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% |
UTI
Segment breakdown not available.
