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APPFOLIO INC（APPF）与Purple Innovation, Inc.（PRPL）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Purple Innovation, Inc.的1.9倍（$262.2M vs $140.7M），APPFOLIO INC净利率更高（16.2% vs -2.3%，领先18.5%），APPFOLIO INC同比增速更快（20.4% vs 9.1%），过去两年APPFOLIO INC的营收复合增速更高（15.3% vs 8.3%）
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。
Purple Carrot是一家总部位于马萨诸塞州尼达姆市的全植物性餐包品牌，由安迪·莱维特创立，每周为订阅用户提供预制餐品和自制餐包。据《大都会》2022年报道，对比美式标准餐食，该品牌每份餐包的碳排放量可降低72%，主打低碳环保的纯植物饮食方案。
APPF vs PRPL — 直观对比
营收规模更大
APPF
是对方的1.9倍
$140.7M
营收增速更快
APPF
高出11.4%
9.1%
净利率更高
APPF
高出18.5%
-2.3%
两年增速更快
APPF
近两年复合增速
8.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $262.2M | $140.7M |
| 净利润 | $42.4M | $-3.2M |
| 毛利率 | — | 41.9% |
| 营业利润率 | 19.4% | -1.6% |
| 净利率 | 16.2% | -2.3% |
| 营收同比 | 20.4% | 9.1% |
| 净利润同比 | 35.2% | 62.1% |
| 每股收益（稀释后） | $1.18 | $0.03 |
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APPFPRPL
| Q1 26 | $262.2M | — | ||
| Q4 25 | $248.2M | $140.7M | ||
| Q3 25 | $249.4M | $118.8M | ||
| Q2 25 | $235.6M | $105.1M | ||
| Q1 25 | $217.7M | $104.2M | ||
| Q4 24 | $203.7M | $129.0M | ||
| Q3 24 | $205.7M | $118.6M | ||
| Q2 24 | $197.4M | $120.3M |
净利润APPFPRPL
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $-3.2M | ||
| Q3 25 | $33.6M | $-11.7M | ||
| Q2 25 | $36.0M | $-17.3M | ||
| Q1 25 | $31.4M | $-19.1M | ||
| Q4 24 | $102.7M | $-8.5M | ||
| Q3 24 | $33.0M | $-39.2M | ||
| Q2 24 | $29.7M | $27.0K |
毛利率APPFPRPL
| Q1 26 | — | — | ||
| Q4 25 | — | 41.9% | ||
| Q3 25 | — | 42.8% | ||
| Q2 25 | — | 35.9% | ||
| Q1 25 | — | 39.4% | ||
| Q4 24 | — | 42.9% | ||
| Q3 24 | — | 29.7% | ||
| Q2 24 | — | 40.7% |
营业利润率APPFPRPL
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | -1.6% | ||
| Q3 25 | 14.1% | -10.2% | ||
| Q2 25 | 17.2% | -13.5% | ||
| Q1 25 | 15.5% | -13.9% | ||
| Q4 24 | 11.3% | -6.0% | ||
| Q3 24 | 20.7% | -39.5% | ||
| Q2 24 | 18.3% | -12.1% |
净利率APPFPRPL
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | -2.3% | ||
| Q3 25 | 13.5% | -9.9% | ||
| Q2 25 | 15.3% | -16.5% | ||
| Q1 25 | 14.4% | -18.4% | ||
| Q4 24 | 50.4% | -6.6% | ||
| Q3 24 | 16.0% | -33.1% | ||
| Q2 24 | 15.0% | 0.0% |
每股收益（稀释后）APPFPRPL
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $0.03 | ||
| Q3 25 | $0.93 | $0.11 | ||
| Q2 25 | $0.99 | $0.16 | ||
| Q1 25 | $0.86 | $0.18 | ||
| Q4 24 | $2.79 | $0.08 | ||
| Q3 24 | $0.90 | $0.36 | ||
| Q2 24 | $0.81 | $0.00 |
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 | $24.3M |
| 总债务越低越好 | — | $126.7M |
| 股东权益账面价值 | $470.2M | $-29.7M |
| 总资产 | $580.6M | $296.3M |
| 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APPFPRPL
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $24.3M | ||
| Q3 25 | $76.1M | $32.4M | ||
| Q2 25 | $73.5M | $34.2M | ||
| Q1 25 | $56.9M | $21.6M | ||
| Q4 24 | $42.5M | $29.0M | ||
| Q3 24 | $62.4M | $23.4M | ||
| Q2 24 | $59.6M | $23.4M |
总债务APPFPRPL
| Q1 26 | — | — | ||
| Q4 25 | — | $126.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $70.7M | ||
| Q3 24 | — | $50.8M | ||
| Q2 24 | — | — |
股东权益APPFPRPL
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $-29.7M | ||
| Q3 25 | $498.9M | $-26.9M | ||
| Q2 25 | $455.6M | $-15.6M | ||
| Q1 25 | $462.1M | $1.3M | ||
| Q4 24 | $519.3M | $20.2M | ||
| Q3 24 | $412.8M | $28.0M | ||
| Q2 24 | $371.4M | $66.4M |
总资产APPFPRPL
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $296.3M | ||
| Q3 25 | $640.5M | $302.1M | ||
| Q2 25 | $567.4M | $303.8M | ||
| Q1 25 | $564.7M | $293.8M | ||
| Q4 24 | $626.7M | $307.8M | ||
| Q3 24 | $523.3M | $309.3M | ||
| Q2 24 | $479.3M | $362.1M |
负债/权益比APPFPRPL
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.50× | ||
| Q3 24 | — | 1.82× | ||
| 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 | $-5.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-7.8M |
| 自由现金流率自由现金流/营收 | — | -5.5% |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | — | $-41.9M |
8季度趋势，按日历期对齐
经营现金流APPFPRPL
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $-5.8M | ||
| Q3 25 | $86.0M | $-968.0K | ||
| Q2 25 | $52.6M | $-4.0M | ||
| Q1 25 | $38.5M | $-23.1M | ||
| Q4 24 | $36.6M | $6.8M | ||
| Q3 24 | $57.8M | $1.1M | ||
| Q2 24 | $50.9M | $-8.9M |
自由现金流APPFPRPL
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $-7.8M | ||
| Q3 25 | $84.7M | $-1.8M | ||
| Q2 25 | $52.4M | $-7.0M | ||
| Q1 25 | $38.2M | $-25.3M | ||
| Q4 24 | $36.4M | $5.7M | ||
| Q3 24 | $57.4M | $101.0K | ||
| Q2 24 | $50.8M | $-11.0M |
自由现金流率APPFPRPL
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | -5.5% | ||
| Q3 25 | 34.0% | -1.5% | ||
| Q2 25 | 22.2% | -6.6% | ||
| Q1 25 | 17.6% | -24.3% | ||
| Q4 24 | 17.9% | 4.4% | ||
| Q3 24 | 27.9% | 0.1% | ||
| Q2 24 | 25.8% | -9.2% |
资本支出强度APPFPRPL
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 1.4% | ||
| Q3 25 | 0.5% | 0.7% | ||
| Q2 25 | 0.1% | 2.8% | ||
| Q1 25 | 0.1% | 2.2% | ||
| Q4 24 | 0.1% | 0.8% | ||
| Q3 24 | 0.2% | 0.9% | ||
| Q2 24 | 0.0% | 1.7% |
现金转化率APPFPRPL
| 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× | -330.22× |
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% |
PRPL
| Cost Of Revenues | $81.7M | 58% |
| Other | $59.0M | 42% |
