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APPFOLIO INC（APPF）与e.l.f. Beauty, Inc.（ELF）财务数据对比。点击上方公司名可切换其他公司
e.l.f. Beauty, Inc.的季度营收约是APPFOLIO INC的1.9倍（$489.5M vs $262.2M），APPFOLIO INC净利率更高（16.2% vs 8.0%，领先8.1%），e.l.f. Beauty, Inc.同比增速更快（37.8% vs 20.4%）
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。
e.l.f. Beauty是美国知名彩妆品牌，2004年创立，总部位于加利福尼亚州奥克兰。品牌产品线丰富，涵盖沐浴护肤产品、矿物彩妆、专业美妆工具、眼线笔、口红、腮红、睫毛膏等多个品类，产品销往全球18个国家，入驻Target、沃尔玛等主流零售渠道，过半营收来自品牌官网。
APPF vs ELF — 直观对比
营收规模更大
ELF
是对方的1.9倍
$262.2M
营收增速更快
ELF
高出17.3%
20.4%
净利率更高
APPF
高出8.1%
8.0%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $262.2M | $489.5M |
| 净利润 | $42.4M | $39.4M |
| 毛利率 | — | 71.0% |
| 营业利润率 | 19.4% | 13.8% |
| 净利率 | 16.2% | 8.0% |
| 营收同比 | 20.4% | 37.8% |
| 净利润同比 | 35.2% | 128.1% |
| 每股收益（稀释后） | $1.18 | $0.65 |
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APPFELF
| Q1 26 | $262.2M | — | ||
| Q4 25 | $248.2M | $489.5M | ||
| Q3 25 | $249.4M | $343.9M | ||
| Q2 25 | $235.6M | $353.7M | ||
| Q1 25 | $217.7M | — | ||
| Q4 24 | $203.7M | — | ||
| Q3 24 | $205.7M | — | ||
| Q2 24 | $197.4M | — |
净利润APPFELF
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $39.4M | ||
| Q3 25 | $33.6M | $3.0M | ||
| Q2 25 | $36.0M | $33.3M | ||
| Q1 25 | $31.4M | — | ||
| Q4 24 | $102.7M | — | ||
| Q3 24 | $33.0M | — | ||
| Q2 24 | $29.7M | — |
毛利率APPFELF
| Q1 26 | — | — | ||
| Q4 25 | — | 71.0% | ||
| Q3 25 | — | 69.4% | ||
| Q2 25 | — | 69.1% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率APPFELF
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 13.8% | ||
| Q3 25 | 14.1% | 2.2% | ||
| Q2 25 | 17.2% | 13.8% | ||
| Q1 25 | 15.5% | — | ||
| Q4 24 | 11.3% | — | ||
| Q3 24 | 20.7% | — | ||
| Q2 24 | 18.3% | — |
净利率APPFELF
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | 8.0% | ||
| Q3 25 | 13.5% | 0.9% | ||
| Q2 25 | 15.3% | 9.4% | ||
| Q1 25 | 14.4% | — | ||
| Q4 24 | 50.4% | — | ||
| Q3 24 | 16.0% | — | ||
| Q2 24 | 15.0% | — |
每股收益（稀释后）APPFELF
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $0.65 | ||
| Q3 25 | $0.93 | $0.05 | ||
| Q2 25 | $0.99 | $0.58 | ||
| Q1 25 | $0.86 | — | ||
| Q4 24 | $2.79 | — | ||
| Q3 24 | $0.90 | — | ||
| Q2 24 | $0.81 | — |
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 | $196.8M |
| 总债务越低越好 | — | $816.7M |
| 股东权益账面价值 | $470.2M | $1.2B |
| 总资产 | $580.6M | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.70× |
8季度趋势，按日历期对齐
现金及短期投资APPFELF
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $196.8M | ||
| Q3 25 | $76.1M | $194.4M | ||
| Q2 25 | $73.5M | $170.0M | ||
| Q1 25 | $56.9M | — | ||
| Q4 24 | $42.5M | — | ||
| Q3 24 | $62.4M | — | ||
| Q2 24 | $59.6M | — |
总债务APPFELF
| Q1 26 | — | — | ||
| Q4 25 | — | $816.7M | ||
| Q3 25 | — | $831.6M | ||
| Q2 25 | — | $256.7M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益APPFELF
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $1.2B | ||
| Q3 25 | $498.9M | $1.1B | ||
| Q2 25 | $455.6M | $804.9M | ||
| Q1 25 | $462.1M | — | ||
| Q4 24 | $519.3M | — | ||
| Q3 24 | $412.8M | — | ||
| Q2 24 | $371.4M | — |
总资产APPFELF
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $2.3B | ||
| Q3 25 | $640.5M | $2.3B | ||
| Q2 25 | $567.4M | $1.3B | ||
| Q1 25 | $564.7M | — | ||
| Q4 24 | $626.7M | — | ||
| Q3 24 | $523.3M | — | ||
| Q2 24 | $479.3M | — |
负债/权益比APPFELF
| Q1 26 | — | — | ||
| Q4 25 | — | 0.70× | ||
| Q3 25 | — | 0.73× | ||
| Q2 25 | — | 0.32× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $59.4M |
| 自由现金流经营现金流 - 资本支出 | — | $52.8M |
| 自由现金流率自由现金流/营收 | — | 10.8% |
| 资本支出强度资本支出/营收 | — | 1.4% |
| 现金转化率经营现金流/净利润 | 0.81× | 1.51× |
| 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APPFELF
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $59.4M | ||
| Q3 25 | $86.0M | $23.4M | ||
| Q2 25 | $52.6M | $27.2M | ||
| Q1 25 | $38.5M | — | ||
| Q4 24 | $36.6M | — | ||
| Q3 24 | $57.8M | — | ||
| Q2 24 | $50.9M | — |
自由现金流APPFELF
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $52.8M | ||
| Q3 25 | $84.7M | $16.6M | ||
| Q2 25 | $52.4M | $20.1M | ||
| Q1 25 | $38.2M | — | ||
| Q4 24 | $36.4M | — | ||
| Q3 24 | $57.4M | — | ||
| Q2 24 | $50.8M | — |
自由现金流率APPFELF
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 10.8% | ||
| Q3 25 | 34.0% | 4.8% | ||
| Q2 25 | 22.2% | 5.7% | ||
| Q1 25 | 17.6% | — | ||
| Q4 24 | 17.9% | — | ||
| Q3 24 | 27.9% | — | ||
| Q2 24 | 25.8% | — |
资本支出强度APPFELF
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 1.4% | ||
| Q3 25 | 0.5% | 2.0% | ||
| Q2 25 | 0.1% | 2.0% | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 0.2% | — | ||
| Q2 24 | 0.0% | — |
现金转化率APPFELF
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 1.51× | ||
| Q3 25 | 2.56× | 7.82× | ||
| Q2 25 | 1.46× | 0.82× | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 0.36× | — | ||
| Q3 24 | 1.75× | — | ||
| 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% |
ELF
暂无分部数据
