vs
APPFOLIO INC（APPF）とBRC Group Holdings, Inc.（RILY）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 $188.3M、BRC Group Holdings, Inc.の約1.4倍）。BRC Group Holdings, Inc.の純利益率が高く（47.9% vs 16.2%、差は31.8%）。APPFOLIO INCの前年同期比売上増加率が高い（20.4% vs -21.9%）。過去8四半期でAPPFOLIO INCの売上複合成長率が高い（15.3% vs -15.4%）
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 RILY — 直接比較
売上が大きい
APPF
1.4倍大きい
$188.3M
売上成長率が高い
APPF
+42.3%の差
-21.9%
純利益率が高い
RILY
純利益率が31.8%高い
16.2%
2年売上CAGRが高い
APPF
2年複合成長率
-15.4%
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $262.2M | $188.3M |
| 純利益 | $42.4M | $90.3M |
| 粗利率 | — | 79.5% |
| 営業利益率 | 19.4% | 32.3% |
| 純利益率 | 16.2% | 47.9% |
| 売上前年比 | 20.4% | -21.9% |
| 純利益前年比 | 35.2% | 1710.8% |
| EPS（希薄化後） | $1.18 | $2.78 |
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APPFRILY
| Q1 26 | $262.2M | — | ||
| Q4 25 | $248.2M | $188.3M | ||
| Q3 25 | $249.4M | $215.3M | ||
| Q2 25 | $235.6M | $188.2M | ||
| Q1 25 | $217.7M | $197.2M | ||
| Q4 24 | $203.7M | $241.0M | ||
| Q3 24 | $205.7M | $225.5M | ||
| Q2 24 | $197.4M | $256.0M |
純利益APPFRILY
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $90.3M | ||
| Q3 25 | $33.6M | $91.1M | ||
| Q2 25 | $36.0M | $139.5M | ||
| Q1 25 | $31.4M | $-10.0M | ||
| Q4 24 | $102.7M | $-5.6M | ||
| Q3 24 | $33.0M | $-284.4M | ||
| Q2 24 | $29.7M | $-433.6M |
粗利率APPFRILY
| Q1 26 | — | — | ||
| Q4 25 | — | 79.5% | ||
| Q3 25 | — | 83.7% | ||
| Q2 25 | — | 81.3% | ||
| Q1 25 | — | 81.4% | ||
| Q4 24 | — | 79.8% | ||
| Q3 24 | — | 82.1% | ||
| Q2 24 | — | 84.5% |
営業利益率APPFRILY
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 32.3% | ||
| Q3 25 | 14.1% | 30.4% | ||
| Q2 25 | 17.2% | 5.7% | ||
| Q1 25 | 15.5% | -31.2% | ||
| Q4 24 | 11.3% | -69.2% | ||
| Q3 24 | 20.7% | -36.4% | ||
| Q2 24 | 18.3% | -90.8% |
純利益率APPFRILY
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | 47.9% | ||
| Q3 25 | 13.5% | 42.3% | ||
| Q2 25 | 15.3% | 74.1% | ||
| Q1 25 | 14.4% | -5.1% | ||
| Q4 24 | 50.4% | -2.3% | ||
| Q3 24 | 16.0% | -126.1% | ||
| Q2 24 | 15.0% | -169.4% |
EPS（希薄化後）APPFRILY
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $2.78 | ||
| Q3 25 | $0.93 | $2.91 | ||
| Q2 25 | $0.99 | $4.50 | ||
| Q1 25 | $0.86 | $-0.39 | ||
| Q4 24 | $2.79 | $-0.01 | ||
| Q3 24 | $0.90 | $-9.39 | ||
| Q2 24 | $0.81 | $-14.35 |
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 | $226.6M |
| 総負債低いほど良い | — | $1.4B |
| 株主資本純資産 | $470.2M | $-171.5M |
| 総資産 | $580.6M | $1.7B |
| 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APPFRILY
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $226.6M | ||
| Q3 25 | $76.1M | $184.2M | ||
| Q2 25 | $73.5M | $267.4M | ||
| Q1 25 | $56.9M | $138.3M | ||
| Q4 24 | $42.5M | $146.9M | ||
| Q3 24 | $62.4M | $159.2M | ||
| Q2 24 | $59.6M | $236.9M |
総負債APPFRILY
| Q1 26 | — | — | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
株主資本APPFRILY
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $-171.5M | ||
| Q3 25 | $498.9M | $-260.5M | ||
| Q2 25 | $455.6M | $-351.7M | ||
| Q1 25 | $462.1M | $-496.8M | ||
| Q4 24 | $519.3M | $-488.2M | ||
| Q3 24 | $412.8M | $-497.6M | ||
| Q2 24 | $371.4M | $-218.3M |
総資産APPFRILY
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $1.7B | ||
| Q3 25 | $640.5M | $1.7B | ||
| Q2 25 | $567.4M | $1.5B | ||
| Q1 25 | $564.7M | $1.5B | ||
| Q4 24 | $626.7M | $1.8B | ||
| Q3 24 | $523.3M | $2.2B | ||
| Q2 24 | $479.3M | $3.2B |
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 | $26.2M |
| フリーキャッシュフロー営業CF - 設備投資 | — | — |
| FCFマージンFCF / 売上 | — | — |
| 設備投資強度設備投資 / 売上 | — | — |
| キャッシュ転換率営業CF / 純利益 | 0.81× | 0.29× |
| 直近12ヶ月FCF直近4四半期 | — | — |
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APPFRILY
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $26.2M | ||
| Q3 25 | $86.0M | $-60.6M | ||
| Q2 25 | $52.6M | $-25.6M | ||
| Q1 25 | $38.5M | $184.0K | ||
| Q4 24 | $36.6M | $-2.7M | ||
| Q3 24 | $57.8M | $19.5M | ||
| Q2 24 | $50.9M | $111.5M |
フリーキャッシュフローAPPFRILY
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | — | ||
| Q3 25 | $84.7M | — | ||
| Q2 25 | $52.4M | — | ||
| Q1 25 | $38.2M | — | ||
| Q4 24 | $36.4M | — | ||
| Q3 24 | $57.4M | — | ||
| Q2 24 | $50.8M | — |
FCFマージンAPPFRILY
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | — | ||
| Q3 25 | 34.0% | — | ||
| Q2 25 | 22.2% | — | ||
| Q1 25 | 17.6% | — | ||
| Q4 24 | 17.9% | — | ||
| Q3 24 | 27.9% | — | ||
| Q2 24 | 25.8% | — |
設備投資強度APPFRILY
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 0.1% | — | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 0.2% | — | ||
| Q2 24 | 0.0% | — |
キャッシュ転換率APPFRILY
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 0.29× | ||
| Q3 25 | 2.56× | -0.66× | ||
| Q2 25 | 1.46× | -0.18× | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 0.36× | — | ||
| Q3 24 | 1.75× | — | ||
| Q2 24 | 1.71× | — |
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% |
RILY
| Transferred At Point In Time | $101.4M | 54% |
| Wealth Management Segment | $30.7M | 16% |
| Corporate Finance Consulting And Investment Banking Fees | $27.1M | 14% |
| Services And Fees | $24.8M | 13% |
| Commissions Fees And Reimbursed Expenses | $4.8M | 3% |
