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APPFOLIO INC（APPF）与Clearwater Paper Corp（CLW）财务数据对比。点击上方公司名可切换其他公司
Clearwater Paper Corp的季度营收约是APPFOLIO INC的1.4倍（$360.3M vs $262.2M），APPFOLIO INC净利率更高（16.2% vs -3.6%，领先19.7%），APPFOLIO INC同比增速更快（20.4% vs -4.7%），过去两年APPFOLIO INC的营收复合增速更高（15.3% vs 2.3%）
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。
净水纸业公司是美国的一家纸浆与纸板制造商，总部位于华盛顿州斯波坎。公司于2008年12月9日从波特拉奇公司分拆设立，专注于纸浆及纸板产品的研发生产与销售，是北美地区该领域颇具影响力的生产企业。
APPF vs CLW — 直观对比
营收规模更大
CLW
是对方的1.4倍
$262.2M
营收增速更快
APPF
高出25.2%
-4.7%
净利率更高
APPF
高出19.7%
-3.6%
两年增速更快
APPF
近两年复合增速
2.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $262.2M | $360.3M |
| 净利润 | $42.4M | $-12.8M |
| 毛利率 | — | -0.2% |
| 营业利润率 | 19.4% | — |
| 净利率 | 16.2% | -3.6% |
| 营收同比 | 20.4% | -4.7% |
| 净利润同比 | 35.2% | -103.2% |
| 每股收益（稀释后） | $1.18 | — |
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APPFCLW
| Q1 26 | $262.2M | $360.3M | ||
| Q4 25 | $248.2M | $386.4M | ||
| Q3 25 | $249.4M | $399.0M | ||
| Q2 25 | $235.6M | $391.8M | ||
| Q1 25 | $217.7M | $378.2M | ||
| Q4 24 | $203.7M | $387.1M | ||
| Q3 24 | $205.7M | $393.3M | ||
| Q2 24 | $197.4M | $344.4M |
净利润APPFCLW
| Q1 26 | $42.4M | $-12.8M | ||
| Q4 25 | $39.9M | $38.3M | ||
| Q3 25 | $33.6M | $-53.3M | ||
| Q2 25 | $36.0M | $2.7M | ||
| Q1 25 | $31.4M | $-6.3M | ||
| Q4 24 | $102.7M | $199.1M | ||
| Q3 24 | $33.0M | $5.8M | ||
| Q2 24 | $29.7M | $-25.8M |
毛利率APPFCLW
| Q1 26 | — | -0.2% | ||
| Q4 25 | — | 4.5% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | 11.0% | ||
| Q1 25 | — | 9.7% | ||
| Q4 24 | — | 3.8% | ||
| Q3 24 | — | 7.7% | ||
| Q2 24 | — | -0.6% |
营业利润率APPFCLW
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 1.9% | ||
| Q3 25 | 14.1% | -13.9% | ||
| Q2 25 | 17.2% | 2.5% | ||
| Q1 25 | 15.5% | -1.1% | ||
| Q4 24 | 11.3% | -4.0% | ||
| Q3 24 | 20.7% | -0.3% | ||
| Q2 24 | 18.3% | -13.6% |
净利率APPFCLW
| Q1 26 | 16.2% | -3.6% | ||
| Q4 25 | 16.1% | 9.9% | ||
| Q3 25 | 13.5% | -13.4% | ||
| Q2 25 | 15.3% | 0.7% | ||
| Q1 25 | 14.4% | -1.7% | ||
| Q4 24 | 50.4% | 51.4% | ||
| Q3 24 | 16.0% | 1.5% | ||
| Q2 24 | 15.0% | -7.5% |
每股收益（稀释后）APPFCLW
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $2.36 | ||
| Q3 25 | $0.93 | $-3.30 | ||
| Q2 25 | $0.99 | $0.17 | ||
| Q1 25 | $0.86 | $-0.38 | ||
| Q4 24 | $2.79 | $11.87 | ||
| Q3 24 | $0.90 | $0.35 | ||
| Q2 24 | $0.81 | $-1.55 |
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 | $36.5M |
| 总债务越低越好 | — | $361.1M |
| 股东权益账面价值 | $470.2M | $813.8M |
| 总资产 | $580.6M | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.44× |
8季度趋势，按日历期对齐
现金及短期投资APPFCLW
| Q1 26 | $147.4M | $36.5M | ||
| Q4 25 | $107.0M | $30.7M | ||
| Q3 25 | $76.1M | $34.4M | ||
| Q2 25 | $73.5M | $46.7M | ||
| Q1 25 | $56.9M | $44.0M | ||
| Q4 24 | $42.5M | $79.6M | ||
| Q3 24 | $62.4M | $35.5M | ||
| Q2 24 | $59.6M | $39.6M |
总债务APPFCLW
| Q1 26 | — | $361.1M | ||
| Q4 25 | — | $346.8M | ||
| Q3 25 | — | $337.0M | ||
| Q2 25 | — | $330.1M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $283.4M | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.1B |
股东权益APPFCLW
| Q1 26 | $470.2M | $813.8M | ||
| Q4 25 | $542.6M | $825.3M | ||
| Q3 25 | $498.9M | $783.0M | ||
| Q2 25 | $455.6M | $836.8M | ||
| Q1 25 | $462.1M | $836.6M | ||
| Q4 24 | $519.3M | $854.6M | ||
| Q3 24 | $412.8M | $664.6M | ||
| Q2 24 | $371.4M | $658.6M |
总资产APPFCLW
| Q1 26 | $580.6M | $1.6B | ||
| Q4 25 | $689.0M | $1.6B | ||
| Q3 25 | $640.5M | $1.6B | ||
| Q2 25 | $567.4M | $1.6B | ||
| Q1 25 | $564.7M | $1.6B | ||
| Q4 24 | $626.7M | $1.7B | ||
| Q3 24 | $523.3M | $2.5B | ||
| Q2 24 | $479.3M | $2.5B |
负债/权益比APPFCLW
| Q1 26 | — | 0.44× | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.39× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.33× | ||
| Q3 24 | — | 1.73× | ||
| Q2 24 | — | 1.74× |
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APPFCLW
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $5.0M | ||
| Q3 25 | $86.0M | $34.0M | ||
| Q2 25 | $52.6M | $-28.2M | ||
| Q1 25 | $38.5M | $1.5M | ||
| Q4 24 | $36.6M | $-35.1M | ||
| Q3 24 | $57.8M | $16.2M | ||
| Q2 24 | $50.9M | $21.1M |
自由现金流APPFCLW
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $-9.9M | ||
| Q3 25 | $84.7M | $15.7M | ||
| Q2 25 | $52.4M | $-51.1M | ||
| Q1 25 | $38.2M | $-31.2M | ||
| Q4 24 | $36.4M | $-68.1M | ||
| Q3 24 | $57.4M | $-30.8M | ||
| Q2 24 | $50.8M | $3.0M |
自由现金流率APPFCLW
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | -2.6% | ||
| Q3 25 | 34.0% | 3.9% | ||
| Q2 25 | 22.2% | -13.0% | ||
| Q1 25 | 17.6% | -8.2% | ||
| Q4 24 | 17.9% | -17.6% | ||
| Q3 24 | 27.9% | -7.8% | ||
| Q2 24 | 25.8% | 0.9% |
资本支出强度APPFCLW
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 3.9% | ||
| Q3 25 | 0.5% | 4.6% | ||
| Q2 25 | 0.1% | 5.8% | ||
| Q1 25 | 0.1% | 8.6% | ||
| Q4 24 | 0.1% | 8.5% | ||
| Q3 24 | 0.2% | 12.0% | ||
| Q2 24 | 0.0% | 5.3% |
现金转化率APPFCLW
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 0.13× | ||
| Q3 25 | 2.56× | — | ||
| Q2 25 | 1.46× | -10.44× | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 0.36× | -0.18× | ||
| Q3 24 | 1.75× | 2.79× | ||
| Q2 24 | 1.71× | — |
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% |
CLW
暂无分部数据
