vs
APPFOLIO INC（APPF）とCSW INDUSTRIALS, INC.（CSW）の財務データ比較。上の社名をクリックして会社を切り替えられます
APPFOLIO INCの直近四半期売上が大きい（$262.2M vs $233.0M、CSW INDUSTRIALS, INC.の約1.1倍）。APPFOLIO INCの純利益率が高く（16.2% vs 4.4%、差は11.8%）。APPFOLIO INCの前年同期比売上増加率が高い（20.4% vs 20.3%）。過去8四半期でAPPFOLIO INCの売上複合成長率が高い（15.3% vs 5.1%）
AppFolio Inc.は2006年に設立された米国の企業で、不動産業界を対象にSaaS（ソフトウェア・アズ・ア・サービス）のアプリケーションや各種サービスを提供し、不動産関連企業の業務効率向上と管理プロセスの最適化をサポートしています。
APPF vs CSW — 直接比較
売上が大きい
APPF
1.1倍大きい
$233.0M
売上成長率が高い
APPF
+0.1%の差
20.3%
純利益率が高い
APPF
純利益率が11.8%高い
4.4%
2年売上CAGRが高い
APPF
2年複合成長率
5.1%
損益計算書 — Q1 FY2026 vs Q3 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $262.2M | $233.0M |
| 純利益 | $42.4M | $10.3M |
| 粗利率 | — | 39.7% |
| 営業利益率 | 19.4% | 7.4% |
| 純利益率 | 16.2% | 4.4% |
| 売上前年比 | 20.4% | 20.3% |
| 純利益前年比 | 35.2% | -61.9% |
| EPS（希薄化後） | $1.18 | $0.62 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
売上APPFCSW
| Q1 26 | $262.2M | — | ||
| Q4 25 | $248.2M | $233.0M | ||
| Q3 25 | $249.4M | $277.0M | ||
| Q2 25 | $235.6M | $263.6M | ||
| Q1 25 | $217.7M | $230.5M | ||
| Q4 24 | $203.7M | $193.6M | ||
| Q3 24 | $205.7M | $227.9M | ||
| Q2 24 | $197.4M | $226.2M |
純利益APPFCSW
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $10.3M | ||
| Q3 25 | $33.6M | $40.7M | ||
| Q2 25 | $36.0M | $40.9M | ||
| Q1 25 | $31.4M | $35.1M | ||
| Q4 24 | $102.7M | $26.9M | ||
| Q3 24 | $33.0M | $36.1M | ||
| Q2 24 | $29.7M | $38.6M |
粗利率APPFCSW
| Q1 26 | — | — | ||
| Q4 25 | — | 39.7% | ||
| Q3 25 | — | 43.0% | ||
| Q2 25 | — | 43.8% | ||
| Q1 25 | — | 44.2% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 45.6% | ||
| Q2 24 | — | 47.5% |
営業利益率APPFCSW
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 7.4% | ||
| Q3 25 | 14.1% | 20.5% | ||
| Q2 25 | 17.2% | 20.8% | ||
| Q1 25 | 15.5% | 19.5% | ||
| Q4 24 | 11.3% | 15.3% | ||
| Q3 24 | 20.7% | 22.6% | ||
| Q2 24 | 18.3% | 24.3% |
純利益率APPFCSW
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | 4.4% | ||
| Q3 25 | 13.5% | 14.7% | ||
| Q2 25 | 15.3% | 15.5% | ||
| Q1 25 | 14.4% | 15.2% | ||
| Q4 24 | 50.4% | 13.9% | ||
| Q3 24 | 16.0% | 15.8% | ||
| Q2 24 | 15.0% | 17.1% |
EPS（希薄化後）APPFCSW
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $0.62 | ||
| Q3 25 | $0.93 | $2.41 | ||
| Q2 25 | $0.99 | $2.43 | ||
| Q1 25 | $0.86 | $2.05 | ||
| Q4 24 | $2.79 | $1.60 | ||
| Q3 24 | $0.90 | $2.26 | ||
| Q2 24 | $0.81 | $2.47 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $147.4M | $40.2M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $470.2M | $1.1B |
| 総資産 | $580.6M | $2.3B |
| 負債/資本比率低いほどレバレッジが低い | — | — |
8四半期トレンド — 暦四半期で整列
現金・短期投資APPFCSW
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $40.2M | ||
| Q3 25 | $76.1M | $31.5M | ||
| Q2 25 | $73.5M | $38.0M | ||
| Q1 25 | $56.9M | $225.8M | ||
| Q4 24 | $42.5M | $213.8M | ||
| Q3 24 | $62.4M | $273.2M | ||
| Q2 24 | $59.6M | $18.9M |
総負債APPFCSW
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $800.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
株主資本APPFCSW
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $1.1B | ||
| Q3 25 | $498.9M | $1.1B | ||
| Q2 25 | $455.6M | $1.1B | ||
| Q1 25 | $462.1M | $1.1B | ||
| Q4 24 | $519.3M | $1.0B | ||
| Q3 24 | $412.8M | $1.0B | ||
| Q2 24 | $371.4M | $650.2M |
総資産APPFCSW
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $2.3B | ||
| Q3 25 | $640.5M | $1.5B | ||
| Q2 25 | $567.4M | $1.5B | ||
| Q1 25 | $564.7M | $1.4B | ||
| Q4 24 | $626.7M | $1.4B | ||
| Q3 24 | $523.3M | $1.4B | ||
| Q2 24 | $479.3M | $1.1B |
負債/資本比率APPFCSW
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $34.3M | $28.9M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $22.7M |
| FCFマージンFCF / 売上 | — | 9.8% |
| 設備投資強度設備投資 / 売上 | — | 2.6% |
| キャッシュ転換率営業CF / 純利益 | 0.81× | 2.81× |
| 直近12ヶ月FCF直近4四半期 | — | $162.0M |
8四半期トレンド — 暦四半期で整列
営業キャッシュフローAPPFCSW
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $28.9M | ||
| Q3 25 | $86.0M | $61.8M | ||
| Q2 25 | $52.6M | $60.6M | ||
| Q1 25 | $38.5M | $27.3M | ||
| Q4 24 | $36.6M | $11.6M | ||
| Q3 24 | $57.8M | $66.8M | ||
| Q2 24 | $50.9M | $62.7M |
フリーキャッシュフローAPPFCSW
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $22.7M | ||
| Q3 25 | $84.7M | $58.7M | ||
| Q2 25 | $52.4M | $57.7M | ||
| Q1 25 | $38.2M | $22.8M | ||
| Q4 24 | $36.4M | $8.5M | ||
| Q3 24 | $57.4M | $61.3M | ||
| Q2 24 | $50.8M | $59.6M |
FCFマージンAPPFCSW
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 9.8% | ||
| Q3 25 | 34.0% | 21.2% | ||
| Q2 25 | 22.2% | 21.9% | ||
| Q1 25 | 17.6% | 9.9% | ||
| Q4 24 | 17.9% | 4.4% | ||
| Q3 24 | 27.9% | 26.9% | ||
| Q2 24 | 25.8% | 26.3% |
設備投資強度APPFCSW
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 2.6% | ||
| Q3 25 | 0.5% | 1.1% | ||
| Q2 25 | 0.1% | 1.1% | ||
| Q1 25 | 0.1% | 2.0% | ||
| Q4 24 | 0.1% | 1.6% | ||
| Q3 24 | 0.2% | 2.4% | ||
| Q2 24 | 0.0% | 1.4% |
キャッシュ転換率APPFCSW
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 2.81× | ||
| Q3 25 | 2.56× | 1.52× | ||
| Q2 25 | 1.46× | 1.48× | ||
| Q1 25 | 1.23× | 0.78× | ||
| Q4 24 | 0.36× | 0.43× | ||
| Q3 24 | 1.75× | 1.85× | ||
| Q2 24 | 1.71× | 1.62× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
APPF
| Value Added Services | $201.4M | 77% |
| Subscription Services | $58.2M | 22% |
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
