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APPFOLIO INC（APPF）与优尼威（CLMB）财务数据对比。点击上方公司名可切换其他公司
APPFOLIO INC的季度营收约是优尼威的1.4倍（$262.2M vs $182.4M），APPFOLIO INC净利率更高（16.2% vs 1.8%，领先14.4%），优尼威同比增速更快（32.1% vs 20.4%），过去两年优尼威的营收复合增速更高（40.7% vs 15.3%）
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。
优尼威解决方案是一家全球化学品与原料分销商，同时可为客户提供各类增值服务，在行业内拥有广泛的全球布局与专业服务能力。
APPF vs CLMB — 直观对比
营收规模更大
APPF
是对方的1.4倍
$182.4M
营收增速更快
CLMB
高出11.7%
20.4%
净利率更高
APPF
高出14.4%
1.8%
两年增速更快
CLMB
近两年复合增速
15.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $262.2M | $182.4M |
| 净利润 | $42.4M | $3.3M |
| 毛利率 | — | 14.5% |
| 营业利润率 | 19.4% | 2.1% |
| 净利率 | 16.2% | 1.8% |
| 营收同比 | 20.4% | 32.1% |
| 净利润同比 | 35.2% | -9.5% |
| 每股收益（稀释后） | $1.18 | $0.18 |
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APPFCLMB
| Q1 26 | $262.2M | $182.4M | ||
| Q4 25 | $248.2M | $193.8M | ||
| Q3 25 | $249.4M | $161.3M | ||
| Q2 25 | $235.6M | $159.3M | ||
| Q1 25 | $217.7M | $138.0M | ||
| Q4 24 | $203.7M | $161.8M | ||
| Q3 24 | $205.7M | $119.3M | ||
| Q2 24 | $197.4M | $92.1M |
净利润APPFCLMB
| Q1 26 | $42.4M | $3.3M | ||
| Q4 25 | $39.9M | $7.0M | ||
| Q3 25 | $33.6M | $4.7M | ||
| Q2 25 | $36.0M | $6.0M | ||
| Q1 25 | $31.4M | $3.7M | ||
| Q4 24 | $102.7M | $7.0M | ||
| Q3 24 | $33.0M | $5.5M | ||
| Q2 24 | $29.7M | $3.4M |
毛利率APPFCLMB
| Q1 26 | — | 14.5% | ||
| Q4 25 | — | 15.4% | ||
| Q3 25 | — | 15.9% | ||
| Q2 25 | — | 16.5% | ||
| Q1 25 | — | 16.9% | ||
| Q4 24 | — | 19.3% | ||
| Q3 24 | — | 20.3% | ||
| Q2 24 | — | 20.2% |
营业利润率APPFCLMB
| Q1 26 | 19.4% | 2.1% | ||
| Q4 25 | 17.6% | 4.9% | ||
| Q3 25 | 14.1% | 4.3% | ||
| Q2 25 | 17.2% | 5.0% | ||
| Q1 25 | 15.5% | 3.5% | ||
| Q4 24 | 11.3% | 7.2% | ||
| Q3 24 | 20.7% | 7.1% | ||
| Q2 24 | 18.3% | 4.6% |
净利率APPFCLMB
| Q1 26 | 16.2% | 1.8% | ||
| Q4 25 | 16.1% | 3.6% | ||
| Q3 25 | 13.5% | 2.9% | ||
| Q2 25 | 15.3% | 3.7% | ||
| Q1 25 | 14.4% | 2.7% | ||
| Q4 24 | 50.4% | 4.3% | ||
| Q3 24 | 16.0% | 4.6% | ||
| Q2 24 | 15.0% | 3.7% |
每股收益（稀释后）APPFCLMB
| Q1 26 | $1.18 | $0.18 | ||
| Q4 25 | $1.10 | $1.51 | ||
| Q3 25 | $0.93 | $1.02 | ||
| Q2 25 | $0.99 | $1.30 | ||
| Q1 25 | $0.86 | $0.81 | ||
| Q4 24 | $2.79 | $1.52 | ||
| Q3 24 | $0.90 | $1.19 | ||
| Q2 24 | $0.81 | $0.75 |
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 | $41.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $470.2M | $118.4M |
| 总资产 | $580.6M | $458.8M |
| 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APPFCLMB
| Q1 26 | $147.4M | $41.8M | ||
| Q4 25 | $107.0M | $36.6M | ||
| Q3 25 | $76.1M | $49.8M | ||
| Q2 25 | $73.5M | $28.6M | ||
| Q1 25 | $56.9M | $32.5M | ||
| Q4 24 | $42.5M | $29.8M | ||
| Q3 24 | $62.4M | $22.1M | ||
| Q2 24 | $59.6M | $48.4M |
股东权益APPFCLMB
| Q1 26 | $470.2M | $118.4M | ||
| Q4 25 | $542.6M | $116.6M | ||
| Q3 25 | $498.9M | $109.3M | ||
| Q2 25 | $455.6M | $105.2M | ||
| Q1 25 | $462.1M | $95.6M | ||
| Q4 24 | $519.3M | $90.6M | ||
| Q3 24 | $412.8M | $87.7M | ||
| Q2 24 | $371.4M | $79.8M |
总资产APPFCLMB
| Q1 26 | $580.6M | $458.8M | ||
| Q4 25 | $689.0M | $460.2M | ||
| Q3 25 | $640.5M | $376.1M | ||
| Q2 25 | $567.4M | $420.7M | ||
| Q1 25 | $564.7M | $370.1M | ||
| Q4 24 | $626.7M | $469.2M | ||
| Q3 24 | $523.3M | $371.9M | ||
| Q2 24 | $479.3M | $302.8M |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 0.81× | — |
| 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APPFCLMB
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $-11.9M | ||
| Q3 25 | $86.0M | $22.2M | ||
| Q2 25 | $52.6M | $-2.2M | ||
| Q1 25 | $38.5M | $8.5M | ||
| Q4 24 | $36.6M | $16.0M | ||
| Q3 24 | $57.8M | $-3.6M | ||
| Q2 24 | $50.9M | $7.3M |
自由现金流APPFCLMB
| 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 | — |
自由现金流率APPFCLMB
| 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% | — |
资本支出强度APPFCLMB
| 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% | — |
现金转化率APPFCLMB
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | -1.70× | ||
| Q3 25 | 2.56× | 4.73× | ||
| Q2 25 | 1.46× | -0.37× | ||
| Q1 25 | 1.23× | 2.30× | ||
| Q4 24 | 0.36× | 2.29× | ||
| Q3 24 | 1.75× | -0.66× | ||
| Q2 24 | 1.71× | 2.13× |
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% |
CLMB
暂无分部数据
