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Side-by-side financial comparison of APPFOLIO INC (APPF) and Westrock Coffee Co (WEST). Click either name above to swap in a different company.
Westrock Coffee Co is the larger business by last-quarter revenue ($339.5M vs $262.2M, roughly 1.3× APPFOLIO INC). APPFOLIO INC runs the higher net margin — 16.2% vs -6.6%, a 22.8% gap on every dollar of revenue. On growth, Westrock Coffee Co posted the faster year-over-year revenue change (48.3% vs 20.4%). Over the past eight quarters, Westrock Coffee Co's revenue compounded faster (32.8% CAGR vs 15.3%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Westrock Coffee Co is a global integrated coffee, tea and functional beverage solutions provider. It sources, roasts, manufactures and distributes coffee products, ready-to-drink beverages and custom formulations for retail, foodservice and commercial clients across North America and other key markets.
APPF vs WEST — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $339.5M |
| Net Profit | $42.4M | $-22.6M |
| Gross Margin | — | 11.5% |
| Operating Margin | 19.4% | -2.6% |
| Net Margin | 16.2% | -6.6% |
| Revenue YoY | 20.4% | 48.3% |
| Net Profit YoY | 35.2% | 8.3% |
| EPS (diluted) | $1.18 | $-0.22 |
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 | $339.5M | ||
| Q3 25 | $249.4M | $354.8M | ||
| Q2 25 | $235.6M | $280.9M | ||
| Q1 25 | $217.7M | $213.8M | ||
| Q4 24 | $203.7M | $229.0M | ||
| Q3 24 | $205.7M | $220.9M | ||
| Q2 24 | $197.4M | $208.4M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $-22.6M | ||
| Q3 25 | $33.6M | $-19.1M | ||
| Q2 25 | $36.0M | $-21.6M | ||
| Q1 25 | $31.4M | $-27.2M | ||
| Q4 24 | $102.7M | $-24.6M | ||
| Q3 24 | $33.0M | $-14.3M | ||
| Q2 24 | $29.7M | $-17.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 11.5% | ||
| Q3 25 | — | 11.7% | ||
| Q2 25 | — | 14.7% | ||
| Q1 25 | — | 13.6% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | — | 16.8% | ||
| Q2 24 | — | 19.9% |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | -2.6% | ||
| Q3 25 | 14.1% | -2.4% | ||
| Q2 25 | 17.2% | -5.3% | ||
| Q1 25 | 15.5% | -6.1% | ||
| Q4 24 | 11.3% | -4.3% | ||
| Q3 24 | 20.7% | -5.8% | ||
| Q2 24 | 18.3% | -7.9% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | -6.6% | ||
| Q3 25 | 13.5% | -5.4% | ||
| Q2 25 | 15.3% | -7.7% | ||
| Q1 25 | 14.4% | -12.7% | ||
| Q4 24 | 50.4% | -10.7% | ||
| Q3 24 | 16.0% | -6.5% | ||
| Q2 24 | 15.0% | -8.5% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $-0.22 | ||
| Q3 25 | $0.93 | $-0.20 | ||
| Q2 25 | $0.99 | $-0.23 | ||
| Q1 25 | $0.86 | $-0.29 | ||
| Q4 24 | $2.79 | $-0.26 | ||
| Q3 24 | $0.90 | $-0.16 | ||
| Q2 24 | $0.81 | $-0.20 |
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 | $49.9M |
| Total DebtLower is stronger | — | $444.1M |
| Stockholders' EquityBook value | $470.2M | $-1.9M |
| Total Assets | $580.6M | $1.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $49.9M | ||
| Q3 25 | $76.1M | $34.0M | ||
| Q2 25 | $73.5M | $44.0M | ||
| Q1 25 | $56.9M | $33.1M | ||
| Q4 24 | $42.5M | $26.2M | ||
| Q3 24 | $62.4M | $22.4M | ||
| Q2 24 | $59.6M | $24.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $444.1M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $393.1M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $-1.9M | ||
| Q3 25 | $498.9M | $11.4M | ||
| Q2 25 | $455.6M | $18.2M | ||
| Q1 25 | $462.1M | $71.4M | ||
| Q4 24 | $519.3M | $97.5M | ||
| Q3 24 | $412.8M | $110.3M | ||
| Q2 24 | $371.4M | $81.5M |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $1.2B | ||
| 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 |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.03× | ||
| 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 | $36.7M |
| Free Cash FlowOCF − Capex | — | $27.8M |
| FCF MarginFCF / Revenue | — | 8.2% |
| Capex IntensityCapex / Revenue | — | 2.6% |
| Cash ConversionOCF / Net Profit | 0.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-107.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $36.7M | ||
| Q3 25 | $86.0M | $-26.6M | ||
| Q2 25 | $52.6M | $-7.0M | ||
| Q1 25 | $38.5M | $-22.1M | ||
| Q4 24 | $36.6M | $2.8M | ||
| Q3 24 | $57.8M | $-332.0K | ||
| Q2 24 | $50.9M | $-23.7M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $27.8M | ||
| Q3 25 | $84.7M | $-44.7M | ||
| Q2 25 | $52.4M | $-27.5M | ||
| Q1 25 | $38.2M | $-63.4M | ||
| Q4 24 | $36.4M | $-15.4M | ||
| Q3 24 | $57.4M | $-36.7M | ||
| Q2 24 | $50.8M | $-59.9M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 8.2% | ||
| Q3 25 | 34.0% | -12.6% | ||
| Q2 25 | 22.2% | -9.8% | ||
| Q1 25 | 17.6% | -29.7% | ||
| Q4 24 | 17.9% | -6.7% | ||
| Q3 24 | 27.9% | -16.6% | ||
| Q2 24 | 25.8% | -28.7% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 2.6% | ||
| Q3 25 | 0.5% | 5.1% | ||
| Q2 25 | 0.1% | 7.3% | ||
| Q1 25 | 0.1% | 19.3% | ||
| Q4 24 | 0.1% | 7.9% | ||
| Q3 24 | 0.2% | 16.5% | ||
| Q2 24 | 0.0% | 17.4% |
| 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× | — |
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% |
WEST
| Coffee And Tea | $202.6M | 60% |
| Flavors Extracts And Ingredients | $69.6M | 21% |
| Sustainable Sourcing And Traceability Segments | $66.9M | 20% |
