vs
APPFOLIO INC（APPF）与null（GPRO）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null的1.3倍（$262.2M vs $201.7M），APPFOLIO INC同比增速更快（20.4% vs 0.4%），过去两年APPFOLIO INC的营收复合增速更高（15.3% vs 13.9%）
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。
GoPro, Inc.是2002年由尼克·伍德曼创立的美国科技企业，最初注册名为伍德曼实验室，总部坐落于加利福尼亚州圣马特奥。该公司主营运动相机生产制造，同时还自主开发配套移动端应用与视频编辑软件。
APPF vs GPRO — 直观对比
营收规模更大
APPF
是对方的1.3倍
$201.7M
营收增速更快
APPF
高出20.1%
0.4%
两年增速更快
APPF
近两年复合增速
13.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $262.2M | $201.7M |
| 净利润 | $42.4M | — |
| 毛利率 | — | 31.8% |
| 营业利润率 | 19.4% | -4.1% |
| 净利率 | 16.2% | — |
| 营收同比 | 20.4% | 0.4% |
| 净利润同比 | 35.2% | — |
| 每股收益（稀释后） | $1.18 | $-0.06 |
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APPFGPRO
| Q1 26 | $262.2M | — | ||
| Q4 25 | $248.2M | $201.7M | ||
| Q3 25 | $249.4M | $162.9M | ||
| Q2 25 | $235.6M | $152.6M | ||
| Q1 25 | $217.7M | $134.3M | ||
| Q4 24 | $203.7M | $200.9M | ||
| Q3 24 | $205.7M | $258.9M | ||
| Q2 24 | $197.4M | $186.2M |
净利润APPFGPRO
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | — | ||
| Q3 25 | $33.6M | $-21.3M | ||
| Q2 25 | $36.0M | $-16.4M | ||
| Q1 25 | $31.4M | $-46.7M | ||
| Q4 24 | $102.7M | — | ||
| Q3 24 | $33.0M | $-8.2M | ||
| Q2 24 | $29.7M | $-47.8M |
毛利率APPFGPRO
| Q1 26 | — | — | ||
| Q4 25 | — | 31.8% | ||
| Q3 25 | — | 35.1% | ||
| Q2 25 | — | 35.8% | ||
| Q1 25 | — | 32.1% | ||
| Q4 24 | — | 34.7% | ||
| Q3 24 | — | 35.5% | ||
| Q2 24 | — | 30.5% |
营业利润率APPFGPRO
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | -4.1% | ||
| Q3 25 | 14.1% | -9.8% | ||
| Q2 25 | 17.2% | -9.2% | ||
| Q1 25 | 15.5% | -33.7% | ||
| Q4 24 | 11.3% | -19.5% | ||
| Q3 24 | 20.7% | -3.1% | ||
| Q2 24 | 18.3% | -25.0% |
净利率APPFGPRO
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | — | ||
| Q3 25 | 13.5% | -13.0% | ||
| Q2 25 | 15.3% | -10.8% | ||
| Q1 25 | 14.4% | -34.8% | ||
| Q4 24 | 50.4% | — | ||
| Q3 24 | 16.0% | -3.2% | ||
| Q2 24 | 15.0% | -25.7% |
每股收益（稀释后）APPFGPRO
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $-0.06 | ||
| Q3 25 | $0.93 | $-0.13 | ||
| Q2 25 | $0.99 | $-0.10 | ||
| Q1 25 | $0.86 | $-0.30 | ||
| Q4 24 | $2.79 | $-0.22 | ||
| Q3 24 | $0.90 | $-0.05 | ||
| Q2 24 | $0.81 | $-0.31 |
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 | $49.7M |
| 总债务越低越好 | — | $44.3M |
| 股东权益账面价值 | $470.2M | $76.5M |
| 总资产 | $580.6M | $428.0M |
| 负债/权益比越低杠杆越低 | — | 0.58× |
8季度趋势，按日历期对齐
现金及短期投资APPFGPRO
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $49.7M | ||
| Q3 25 | $76.1M | $152.8M | ||
| Q2 25 | $73.5M | $58.6M | ||
| Q1 25 | $56.9M | $69.6M | ||
| Q4 24 | $42.5M | $102.8M | ||
| Q3 24 | $62.4M | $130.2M | ||
| Q2 24 | $59.6M | $133.0M |
总债务APPFGPRO
| Q1 26 | — | — | ||
| Q4 25 | — | $44.3M | ||
| Q3 25 | — | $43.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $93.1M | ||
| Q2 24 | — | $92.9M |
股东权益APPFGPRO
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $76.5M | ||
| Q3 25 | $498.9M | $80.5M | ||
| Q2 25 | $455.6M | $97.9M | ||
| Q1 25 | $462.1M | $110.0M | ||
| Q4 24 | $519.3M | $151.7M | ||
| Q3 24 | $412.8M | $183.9M | ||
| Q2 24 | $371.4M | $184.7M |
总资产APPFGPRO
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $428.0M | ||
| Q3 25 | $640.5M | $538.6M | ||
| Q2 25 | $567.4M | $439.0M | ||
| Q1 25 | $564.7M | $462.5M | ||
| Q4 24 | $626.7M | $543.7M | ||
| Q3 24 | $523.3M | $661.6M | ||
| Q2 24 | $479.3M | $556.8M |
负债/权益比APPFGPRO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.58× | ||
| Q3 25 | — | 0.55× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.51× | ||
| Q2 24 | — | 0.50× |
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 | $15.6M |
| 自由现金流经营现金流 - 资本支出 | — | $15.0M |
| 自由现金流率自由现金流/营收 | — | 7.4% |
| 资本支出强度资本支出/营收 | — | 0.3% |
| 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 | — | $-24.0M |
8季度趋势，按日历期对齐
经营现金流APPFGPRO
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $15.6M | ||
| Q3 25 | $86.0M | $12.2M | ||
| Q2 25 | $52.6M | $8.8M | ||
| Q1 25 | $38.5M | $-57.2M | ||
| Q4 24 | $36.6M | $-25.1M | ||
| Q3 24 | $57.8M | $-2.2M | ||
| Q2 24 | $50.9M | $605.0K |
自由现金流APPFGPRO
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $15.0M | ||
| Q3 25 | $84.7M | $11.2M | ||
| Q2 25 | $52.4M | $8.3M | ||
| Q1 25 | $38.2M | $-58.5M | ||
| Q4 24 | $36.4M | $-25.5M | ||
| Q3 24 | $57.4M | $-4.2M | ||
| Q2 24 | $50.8M | $-111.0K |
自由现金流率APPFGPRO
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 7.4% | ||
| Q3 25 | 34.0% | 6.9% | ||
| Q2 25 | 22.2% | 5.4% | ||
| Q1 25 | 17.6% | -43.5% | ||
| Q4 24 | 17.9% | -12.7% | ||
| Q3 24 | 27.9% | -1.6% | ||
| Q2 24 | 25.8% | -0.1% |
资本支出强度APPFGPRO
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 0.3% | ||
| Q3 25 | 0.5% | 0.6% | ||
| Q2 25 | 0.1% | 0.3% | ||
| Q1 25 | 0.1% | 1.0% | ||
| Q4 24 | 0.1% | 0.2% | ||
| Q3 24 | 0.2% | 0.8% | ||
| Q2 24 | 0.0% | 0.4% |
现金转化率APPFGPRO
| 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% |
GPRO
| Subscription And Services | $106.3M | 53% |
| Other | $95.4M | 47% |
