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APPFOLIO INC（APPF）与BALCHEM CORP（BCPC）财务数据对比。点击上方公司名可切换其他公司
BALCHEM CORP的季度营收约是APPFOLIO INC的1.0倍（$270.7M vs $262.2M），APPFOLIO INC净利率更高（16.2% vs 14.9%，领先1.3%），APPFOLIO INC同比增速更快（20.4% vs 8.1%），过去两年APPFOLIO INC的营收复合增速更高（15.3% vs 7.5%）
AppFolio Inc.是一家2006年成立的美国企业，专注服务房地产行业，为客户提供软件即服务（SaaS）类应用产品及相关配套服务，助力房地产相关经营主体优化管理流程、提升运营效率。
Balchem Corp是一家全球特种化学品与营养原料供应商，核心业务覆盖人类营养、动物保健、制药、工业应用四大领域，为北美、欧洲、亚太等地区的客户提供定制化专用原料产品。
APPF vs BCPC — 直观对比
营收规模更大
BCPC
是对方的1.0倍
$262.2M
营收增速更快
APPF
高出12.4%
8.1%
净利率更高
APPF
高出1.3%
14.9%
两年增速更快
APPF
近两年复合增速
7.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $262.2M | $270.7M |
| 净利润 | $42.4M | $40.3M |
| 毛利率 | — | — |
| 营业利润率 | 19.4% | 20.5% |
| 净利率 | 16.2% | 14.9% |
| 营收同比 | 20.4% | 8.1% |
| 净利润同比 | 35.2% | 8.7% |
| 每股收益（稀释后） | $1.18 | $1.25 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收APPFBCPC
| Q1 26 | $262.2M | $270.7M | ||
| Q4 25 | $248.2M | $263.6M | ||
| Q3 25 | $249.4M | $267.6M | ||
| Q2 25 | $235.6M | $255.5M | ||
| Q1 25 | $217.7M | $250.5M | ||
| Q4 24 | $203.7M | $240.0M | ||
| Q3 24 | $205.7M | $239.9M | ||
| Q2 24 | $197.4M | $234.1M |
净利润APPFBCPC
| Q1 26 | $42.4M | $40.3M | ||
| Q4 25 | $39.9M | $39.2M | ||
| Q3 25 | $33.6M | $40.3M | ||
| Q2 25 | $36.0M | $38.3M | ||
| Q1 25 | $31.4M | $37.1M | ||
| Q4 24 | $102.7M | $33.6M | ||
| Q3 24 | $33.0M | $33.8M | ||
| Q2 24 | $29.7M | $32.1M |
毛利率APPFBCPC
| Q1 26 | — | — | ||
| Q4 25 | — | 35.6% | ||
| Q3 25 | — | 35.7% | ||
| Q2 25 | — | 36.4% | ||
| Q1 25 | — | 35.2% | ||
| Q4 24 | — | 36.0% | ||
| Q3 24 | — | 35.6% | ||
| Q2 24 | — | 35.5% |
营业利润率APPFBCPC
| Q1 26 | 19.4% | 20.5% | ||
| Q4 25 | 17.6% | 19.8% | ||
| Q3 25 | 14.1% | 20.4% | ||
| Q2 25 | 17.2% | 20.1% | ||
| Q1 25 | 15.5% | 20.4% | ||
| Q4 24 | 11.3% | 19.8% | ||
| Q3 24 | 20.7% | 20.0% | ||
| Q2 24 | 18.3% | 19.6% |
净利率APPFBCPC
| Q1 26 | 16.2% | 14.9% | ||
| Q4 25 | 16.1% | 14.9% | ||
| Q3 25 | 13.5% | 15.1% | ||
| Q2 25 | 15.3% | 15.0% | ||
| Q1 25 | 14.4% | 14.8% | ||
| Q4 24 | 50.4% | 14.0% | ||
| Q3 24 | 16.0% | 14.1% | ||
| Q2 24 | 15.0% | 13.7% |
每股收益（稀释后）APPFBCPC
| Q1 26 | $1.18 | $1.25 | ||
| Q4 25 | $1.10 | $1.21 | ||
| Q3 25 | $0.93 | $1.24 | ||
| Q2 25 | $0.99 | $1.17 | ||
| Q1 25 | $0.86 | $1.13 | ||
| Q4 24 | $2.79 | $1.03 | ||
| Q3 24 | $0.90 | $1.03 | ||
| Q2 24 | $0.81 | $0.98 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $147.4M | $72.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $470.2M | $1.3B |
| 总资产 | $580.6M | $1.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资APPFBCPC
| Q1 26 | $147.4M | $72.9M | ||
| Q4 25 | $107.0M | $74.6M | ||
| Q3 25 | $76.1M | $65.1M | ||
| Q2 25 | $73.5M | $65.4M | ||
| Q1 25 | $56.9M | $49.9M | ||
| Q4 24 | $42.5M | $49.5M | ||
| Q3 24 | $62.4M | $73.7M | ||
| Q2 24 | $59.6M | $63.7M |
股东权益APPFBCPC
| Q1 26 | $470.2M | $1.3B | ||
| Q4 25 | $542.6M | $1.3B | ||
| Q3 25 | $498.9M | $1.3B | ||
| Q2 25 | $455.6M | $1.3B | ||
| Q1 25 | $462.1M | $1.2B | ||
| Q4 24 | $519.3M | $1.1B | ||
| Q3 24 | $412.8M | $1.2B | ||
| Q2 24 | $371.4M | $1.1B |
总资产APPFBCPC
| Q1 26 | $580.6M | $1.7B | ||
| Q4 25 | $689.0M | $1.7B | ||
| Q3 25 | $640.5M | $1.7B | ||
| Q2 25 | $567.4M | $1.7B | ||
| Q1 25 | $564.7M | $1.6B | ||
| Q4 24 | $626.7M | $1.6B | ||
| Q3 24 | $523.3M | $1.6B | ||
| Q2 24 | $479.3M | $1.6B |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $34.3M | $40.1M |
| 自由现金流经营现金流 - 资本支出 | — | $33.8M |
| 自由现金流率自由现金流/营收 | — | 12.5% |
| 资本支出强度资本支出/营收 | — | 2.3% |
| 现金转化率经营现金流/净利润 | 0.81× | 0.99× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流APPFBCPC
| Q1 26 | $34.3M | $40.1M | ||
| Q4 25 | $65.0M | $67.3M | ||
| Q3 25 | $86.0M | $65.6M | ||
| Q2 25 | $52.6M | $47.3M | ||
| Q1 25 | $38.5M | $36.5M | ||
| Q4 24 | $36.6M | $52.3M | ||
| Q3 24 | $57.8M | $51.3M | ||
| Q2 24 | $50.9M | $45.0M |
自由现金流APPFBCPC
| Q1 26 | — | $33.8M | ||
| 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 | — |
自由现金流率APPFBCPC
| Q1 26 | — | 12.5% | ||
| 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% | — |
资本支出强度APPFBCPC
| Q1 26 | — | 2.3% | ||
| 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% | — |
现金转化率APPFBCPC
| Q1 26 | 0.81× | 0.99× | ||
| Q4 25 | 1.63× | 1.72× | ||
| Q3 25 | 2.56× | 1.63× | ||
| Q2 25 | 1.46× | 1.23× | ||
| Q1 25 | 1.23× | 0.98× | ||
| Q4 24 | 0.36× | 1.56× | ||
| Q3 24 | 1.75× | 1.52× | ||
| Q2 24 | 1.71× | 1.40× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
APPF
| Value Added Services | $201.4M | 77% |
| Subscription Services | $58.2M | 22% |
BCPC
暂无分部数据
