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APPFOLIO INC（APPF）与Esperion Therapeutics, Inc.（ESPR）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Esperion Therapeutics, Inc.的1.6倍（$262.2M vs $168.4M），Esperion Therapeutics, Inc.同比增速更快（143.7% vs 20.4%），过去两年APPFOLIO INC的营收复合增速更高（15.3% vs 10.6%）
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。
Esperion Therapeutics, Inc.是一家上市美国药企，专注开发用于降低低密度脂蛋白胆固醇的口服小分子药物苯哌多酸，公司总部位于密歇根州安娜堡，目前核心研发管线围绕这款降脂创新药物推进，深耕血脂异常治疗领域的创新药物开发。
APPF vs ESPR — 直观对比
营收规模更大
APPF
是对方的1.6倍
$168.4M
营收增速更快
ESPR
高出123.3%
20.4%
两年增速更快
APPF
近两年复合增速
10.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $262.2M | $168.4M |
| 净利润 | $42.4M | — |
| 毛利率 | — | — |
| 营业利润率 | 19.4% | 50.6% |
| 净利率 | 16.2% | — |
| 营收同比 | 20.4% | 143.7% |
| 净利润同比 | 35.2% | — |
| 每股收益（稀释后） | $1.18 | $0.32 |
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APPFESPR
| Q1 26 | $262.2M | — | ||
| Q4 25 | $248.2M | $168.4M | ||
| Q3 25 | $249.4M | $87.3M | ||
| Q2 25 | $235.6M | $82.4M | ||
| Q1 25 | $217.7M | $65.0M | ||
| Q4 24 | $203.7M | $69.1M | ||
| Q3 24 | $205.7M | $51.6M | ||
| Q2 24 | $197.4M | $73.8M |
净利润APPFESPR
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | — | ||
| Q3 25 | $33.6M | $-31.3M | ||
| Q2 25 | $36.0M | $-12.7M | ||
| Q1 25 | $31.4M | $-40.5M | ||
| Q4 24 | $102.7M | — | ||
| Q3 24 | $33.0M | $-29.5M | ||
| Q2 24 | $29.7M | $-61.9M |
营业利润率APPFESPR
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 50.6% | ||
| Q3 25 | 14.1% | -11.4% | ||
| Q2 25 | 17.2% | 8.6% | ||
| Q1 25 | 15.5% | -34.0% | ||
| Q4 24 | 11.3% | -6.4% | ||
| Q3 24 | 20.7% | -31.0% | ||
| Q2 24 | 18.3% | 3.5% |
净利率APPFESPR
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | — | ||
| Q3 25 | 13.5% | -35.9% | ||
| Q2 25 | 15.3% | -15.4% | ||
| Q1 25 | 14.4% | -62.2% | ||
| Q4 24 | 50.4% | — | ||
| Q3 24 | 16.0% | -57.2% | ||
| Q2 24 | 15.0% | -83.9% |
每股收益（稀释后）APPFESPR
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $0.32 | ||
| Q3 25 | $0.93 | $-0.16 | ||
| Q2 25 | $0.99 | $-0.06 | ||
| Q1 25 | $0.86 | $-0.21 | ||
| Q4 24 | $2.79 | $-0.14 | ||
| Q3 24 | $0.90 | $-0.15 | ||
| Q2 24 | $0.81 | $-0.33 |
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 | $167.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $470.2M | $-302.0M |
| 总资产 | $580.6M | $465.9M |
| 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APPFESPR
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $167.9M | ||
| Q3 25 | $76.1M | $92.4M | ||
| Q2 25 | $73.5M | $86.1M | ||
| Q1 25 | $56.9M | $114.6M | ||
| Q4 24 | $42.5M | $144.8M | ||
| Q3 24 | $62.4M | $144.7M | ||
| Q2 24 | $59.6M | $189.3M |
股东权益APPFESPR
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $-302.0M | ||
| Q3 25 | $498.9M | $-451.4M | ||
| Q2 25 | $455.6M | $-433.5M | ||
| Q1 25 | $462.1M | $-426.2M | ||
| Q4 24 | $519.3M | $-388.7M | ||
| Q3 24 | $412.8M | $-370.2M | ||
| Q2 24 | $371.4M | $-344.2M |
总资产APPFESPR
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $465.9M | ||
| Q3 25 | $640.5M | $364.0M | ||
| Q2 25 | $567.4M | $347.1M | ||
| Q1 25 | $564.7M | $324.0M | ||
| Q4 24 | $626.7M | $343.8M | ||
| Q3 24 | $523.3M | $314.1M | ||
| Q2 24 | $479.3M | $352.3M |
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 | $45.2M |
| 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 | — | 0.0% |
| 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APPFESPR
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $45.2M | ||
| Q3 25 | $86.0M | $-4.3M | ||
| Q2 25 | $52.6M | $-31.4M | ||
| Q1 25 | $38.5M | $-22.6M | ||
| Q4 24 | $36.6M | $-35.0M | ||
| Q3 24 | $57.8M | $-35.3M | ||
| Q2 24 | $50.9M | $-7.2M |
自由现金流APPFESPR
| 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 | $-35.5M | ||
| Q2 24 | $50.8M | $-7.3M |
自由现金流率APPFESPR
| 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% | -68.7% | ||
| Q2 24 | 25.8% | -9.9% |
资本支出强度APPFESPR
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 0.0% | ||
| Q3 25 | 0.5% | 0.0% | ||
| Q2 25 | 0.1% | 0.0% | ||
| Q1 25 | 0.1% | 0.0% | ||
| Q4 24 | 0.1% | 0.0% | ||
| Q3 24 | 0.2% | 0.3% | ||
| Q2 24 | 0.0% | 0.1% |
现金转化率APPFESPR
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 2.56× | — | ||
| Q2 25 | 1.46× | — | ||
| 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% |
ESPR
| Collaboration Revenue | $124.7M | 74% |
| Products | $43.7M | 26% |
