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Side-by-side financial comparison of APPFOLIO INC (APPF) and WYNDHAM HOTELS & RESORTS, INC. (WH). Click either name above to swap in a different company.
WYNDHAM HOTELS & RESORTS, INC. is the larger business by last-quarter revenue ($334.0M vs $262.2M, roughly 1.3× APPFOLIO INC). APPFOLIO INC runs the higher net margin — 16.2% vs -18.0%, a 34.1% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs -76.3%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs -4.6%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Wyndham Hotels & Resorts, Inc., is an American hospitality company based in Parsippany, New Jersey, United States. It describes itself as the largest hotel franchisor in the world, with 9,100 locations.
APPF vs WH — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $334.0M |
| Net Profit | $42.4M | $-60.0M |
| Gross Margin | — | — |
| Operating Margin | 19.4% | — |
| Net Margin | 16.2% | -18.0% |
| Revenue YoY | 20.4% | -76.3% |
| Net Profit YoY | 35.2% | -170.6% |
| EPS (diluted) | $1.18 | $-0.80 |
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 | $334.0M | ||
| Q4 25 | $248.2M | $334.0M | ||
| Q3 25 | $249.4M | $382.0M | ||
| Q2 25 | $235.6M | $397.0M | ||
| Q1 25 | $217.7M | $316.0M | ||
| Q4 24 | $203.7M | $336.0M | ||
| Q3 24 | $205.7M | $396.0M | ||
| Q2 24 | $197.4M | $367.0M |
| Q1 26 | $42.4M | $-60.0M | ||
| Q4 25 | $39.9M | $-60.0M | ||
| Q3 25 | $33.6M | $105.0M | ||
| Q2 25 | $36.0M | $87.0M | ||
| Q1 25 | $31.4M | $61.0M | ||
| Q4 24 | $102.7M | $85.0M | ||
| Q3 24 | $33.0M | $102.0M | ||
| Q2 24 | $29.7M | $86.0M |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | -11.4% | ||
| Q3 25 | 14.1% | 46.6% | ||
| Q2 25 | 17.2% | 37.8% | ||
| Q1 25 | 15.5% | 35.4% | ||
| Q4 24 | 11.3% | 38.4% | ||
| Q3 24 | 20.7% | 43.2% | ||
| Q2 24 | 18.3% | 39.5% |
| Q1 26 | 16.2% | -18.0% | ||
| Q4 25 | 16.1% | -18.0% | ||
| Q3 25 | 13.5% | 27.5% | ||
| Q2 25 | 15.3% | 21.9% | ||
| Q1 25 | 14.4% | 19.3% | ||
| Q4 24 | 50.4% | 25.3% | ||
| Q3 24 | 16.0% | 25.8% | ||
| Q2 24 | 15.0% | 23.4% |
| Q1 26 | $1.18 | $-0.80 | ||
| Q4 25 | $1.10 | $-0.77 | ||
| Q3 25 | $0.93 | $1.36 | ||
| Q2 25 | $0.99 | $1.13 | ||
| Q1 25 | $0.86 | $0.78 | ||
| Q4 24 | $2.79 | $1.06 | ||
| Q3 24 | $0.90 | $1.29 | ||
| Q2 24 | $0.81 | $1.07 |
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 | $64.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $470.2M | $468.0M |
| Total Assets | $580.6M | $4.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | $64.0M | ||
| Q4 25 | $107.0M | $64.0M | ||
| Q3 25 | $76.1M | $70.0M | ||
| Q2 25 | $73.5M | $50.0M | ||
| Q1 25 | $56.9M | $48.0M | ||
| Q4 24 | $42.5M | $103.0M | ||
| Q3 24 | $62.4M | $72.0M | ||
| Q2 24 | $59.6M | $70.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.5B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | — | $2.4B |
| Q1 26 | $470.2M | $468.0M | ||
| Q4 25 | $542.6M | $468.0M | ||
| Q3 25 | $498.9M | $583.0M | ||
| Q2 25 | $455.6M | $570.0M | ||
| Q1 25 | $462.1M | $579.0M | ||
| Q4 24 | $519.3M | $650.0M | ||
| Q3 24 | $412.8M | $583.0M | ||
| Q2 24 | $371.4M | $623.0M |
| Q1 26 | $580.6M | $4.2B | ||
| Q4 25 | $689.0M | $4.2B | ||
| Q3 25 | $640.5M | $4.3B | ||
| Q2 25 | $567.4M | $4.3B | ||
| Q1 25 | $564.7M | $4.2B | ||
| Q4 24 | $626.7M | $4.2B | ||
| Q3 24 | $523.3M | $4.2B | ||
| Q2 24 | $479.3M | $4.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | 5.37× | ||
| Q3 25 | — | 4.43× | ||
| Q2 25 | — | 4.44× | ||
| Q1 25 | — | 4.29× | ||
| Q4 24 | — | 3.72× | ||
| Q3 24 | — | 4.19× | ||
| Q2 24 | — | 3.83× |
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 | $367.0M |
| Free Cash FlowOCF − Capex | — | $168.0M |
| FCF MarginFCF / Revenue | — | 50.3% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 0.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $437.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | $367.0M | ||
| Q4 25 | $65.0M | $152.0M | ||
| Q3 25 | $86.0M | $86.0M | ||
| Q2 25 | $52.6M | $70.0M | ||
| Q1 25 | $38.5M | $59.0M | ||
| Q4 24 | $36.6M | $134.0M | ||
| Q3 24 | $57.8M | $79.0M | ||
| Q2 24 | $50.9M | $1.0M |
| Q1 26 | — | $168.0M | ||
| Q4 25 | $63.7M | $136.0M | ||
| Q3 25 | $84.7M | $75.0M | ||
| Q2 25 | $52.4M | $58.0M | ||
| Q1 25 | $38.2M | $52.0M | ||
| Q4 24 | $36.4M | $109.0M | ||
| Q3 24 | $57.4M | $71.0M | ||
| Q2 24 | $50.8M | $-6.0M |
| Q1 26 | — | 50.3% | ||
| Q4 25 | 25.7% | 40.7% | ||
| Q3 25 | 34.0% | 19.6% | ||
| Q2 25 | 22.2% | 14.6% | ||
| Q1 25 | 17.6% | 16.5% | ||
| Q4 24 | 17.9% | 32.4% | ||
| Q3 24 | 27.9% | 17.9% | ||
| Q2 24 | 25.8% | -1.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 4.8% | ||
| Q3 25 | 0.5% | 2.9% | ||
| Q2 25 | 0.1% | 3.0% | ||
| Q1 25 | 0.1% | 2.2% | ||
| Q4 24 | 0.1% | 7.4% | ||
| Q3 24 | 0.2% | 2.0% | ||
| Q2 24 | 0.0% | 1.9% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 2.56× | 0.82× | ||
| Q2 25 | 1.46× | 0.80× | ||
| Q1 25 | 1.23× | 0.97× | ||
| Q4 24 | 0.36× | 1.58× | ||
| Q3 24 | 1.75× | 0.77× | ||
| Q2 24 | 1.71× | 0.01× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
APPF
| Value Added Services | $164.7M | 63% |
| Subscription Services | $58.2M | 22% |
| Other | $39.3M | 15% |
WH
| Fee-related and other revenues | $334.0M | 100% |
| Management and other fees | $2.0M | 1% |
