vs
APPFOLIO INC（APPF）与Priority Technology Holdings, Inc.（PRTH）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Priority Technology Holdings, Inc.的1.1倍（$262.2M vs $247.1M），APPFOLIO INC净利率更高（16.2% vs 3.6%，领先12.6%），APPFOLIO INC同比增速更快（20.4% vs 8.8%），过去两年APPFOLIO INC的营收复合增速更高（15.3% vs 9.6%）
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。
Priority Technology Holdings, Inc.是一家聚焦信息技术领域的企业，业务围绕计算机、通信系统等相关信息设备展开，涵盖信息的创建、处理、存储、检索与传输等相关信息技术应用服务，依托计算机科学与工程技术支撑业务开展。
APPF vs PRTH — 直观对比
营收规模更大
APPF
是对方的1.1倍
$247.1M
营收增速更快
APPF
高出11.6%
8.8%
净利率更高
APPF
高出12.6%
3.6%
两年增速更快
APPF
近两年复合增速
9.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $262.2M | $247.1M |
| 净利润 | $42.4M | $8.9M |
| 毛利率 | — | — |
| 营业利润率 | 19.4% | 13.6% |
| 净利率 | 16.2% | 3.6% |
| 营收同比 | 20.4% | 8.8% |
| 净利润同比 | 35.2% | 23.9% |
| 每股收益（稀释后） | $1.18 | $0.10 |
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APPFPRTH
| Q1 26 | $262.2M | — | ||
| Q4 25 | $248.2M | $247.1M | ||
| Q3 25 | $249.4M | $241.4M | ||
| Q2 25 | $235.6M | $239.8M | ||
| Q1 25 | $217.7M | $224.6M | ||
| Q4 24 | $203.7M | $227.1M | ||
| Q3 24 | $205.7M | $227.0M | ||
| Q2 24 | $197.4M | $219.9M |
净利润APPFPRTH
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $8.9M | ||
| Q3 25 | $33.6M | $27.6M | ||
| Q2 25 | $36.0M | $10.9M | ||
| Q1 25 | $31.4M | $8.3M | ||
| Q4 24 | $102.7M | $7.2M | ||
| Q3 24 | $33.0M | $10.6M | ||
| Q2 24 | $29.7M | $994.0K |
营业利润率APPFPRTH
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 13.6% | ||
| Q3 25 | 14.1% | 15.6% | ||
| Q2 25 | 17.2% | 15.6% | ||
| Q1 25 | 15.5% | 14.5% | ||
| Q4 24 | 11.3% | 15.0% | ||
| Q3 24 | 20.7% | 16.8% | ||
| Q2 24 | 18.3% | 15.1% |
净利率APPFPRTH
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | 3.6% | ||
| Q3 25 | 13.5% | 11.4% | ||
| Q2 25 | 15.3% | 4.5% | ||
| Q1 25 | 14.4% | 3.7% | ||
| Q4 24 | 50.4% | 3.2% | ||
| Q3 24 | 16.0% | 4.7% | ||
| Q2 24 | 15.0% | 0.5% |
每股收益（稀释后）APPFPRTH
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $0.10 | ||
| Q3 25 | $0.93 | $0.34 | ||
| Q2 25 | $0.99 | $0.14 | ||
| Q1 25 | $0.86 | $0.10 | ||
| Q4 24 | $2.79 | $-0.05 | ||
| Q3 24 | $0.90 | $0.07 | ||
| Q2 24 | $0.81 | $-0.23 |
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 | $77.2M |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $470.2M | $-100.4M |
| 总资产 | $580.6M | $2.4B |
| 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APPFPRTH
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $77.2M | ||
| Q3 25 | $76.1M | $57.0M | ||
| Q2 25 | $73.5M | $50.6M | ||
| Q1 25 | $56.9M | $47.6M | ||
| Q4 24 | $42.5M | $58.6M | ||
| Q3 24 | $62.4M | $41.1M | ||
| Q2 24 | $59.6M | $34.6M |
总债务APPFPRTH
| Q1 26 | — | — | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $997.5M | ||
| Q2 25 | — | $917.0M | ||
| Q1 25 | — | $918.9M | ||
| Q4 24 | — | $920.9M | ||
| Q3 24 | — | $808.1M | ||
| Q2 24 | — | $809.0M |
股东权益APPFPRTH
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $-100.4M | ||
| Q3 25 | $498.9M | $-110.3M | ||
| Q2 25 | $455.6M | $-146.1M | ||
| Q1 25 | $462.1M | $-158.3M | ||
| Q4 24 | $519.3M | $-166.8M | ||
| Q3 24 | $412.8M | $-165.8M | ||
| Q2 24 | $371.4M | $-172.1M |
总资产APPFPRTH
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $2.4B | ||
| Q3 25 | $640.5M | $2.2B | ||
| Q2 25 | $567.4M | $2.0B | ||
| Q1 25 | $564.7M | $1.9B | ||
| Q4 24 | $626.7M | $1.8B | ||
| Q3 24 | $523.3M | $1.8B | ||
| Q2 24 | $479.3M | $1.7B |
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 | $36.8M |
| 自由现金流经营现金流 - 资本支出 | — | $30.9M |
| 自由现金流率自由现金流/营收 | — | 12.5% |
| 资本支出强度资本支出/营收 | — | 2.4% |
| 现金转化率经营现金流/净利润 | 0.81× | 4.12× |
| 过去12个月自由现金流最近4个季度 | — | $75.1M |
8季度趋势，按日历期对齐
经营现金流APPFPRTH
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $36.8M | ||
| Q3 25 | $86.0M | $36.1M | ||
| Q2 25 | $52.6M | $17.1M | ||
| Q1 25 | $38.5M | $10.0M | ||
| Q4 24 | $36.6M | $23.8M | ||
| Q3 24 | $57.8M | $19.8M | ||
| Q2 24 | $50.9M | $28.7M |
自由现金流APPFPRTH
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $30.9M | ||
| Q3 25 | $84.7M | $30.1M | ||
| Q2 25 | $52.4M | $9.2M | ||
| Q1 25 | $38.2M | $4.9M | ||
| Q4 24 | $36.4M | $19.1M | ||
| Q3 24 | $57.4M | $14.5M | ||
| Q2 24 | $50.8M | $23.6M |
自由现金流率APPFPRTH
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 12.5% | ||
| Q3 25 | 34.0% | 12.5% | ||
| Q2 25 | 22.2% | 3.8% | ||
| Q1 25 | 17.6% | 2.2% | ||
| Q4 24 | 17.9% | 8.4% | ||
| Q3 24 | 27.9% | 6.4% | ||
| Q2 24 | 25.8% | 10.7% |
资本支出强度APPFPRTH
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 2.4% | ||
| Q3 25 | 0.5% | 2.5% | ||
| Q2 25 | 0.1% | 3.3% | ||
| Q1 25 | 0.1% | 2.3% | ||
| Q4 24 | 0.1% | 2.0% | ||
| Q3 24 | 0.2% | 2.3% | ||
| Q2 24 | 0.0% | 2.3% |
现金转化率APPFPRTH
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 4.12× | ||
| Q3 25 | 2.56× | 1.31× | ||
| Q2 25 | 1.46× | 1.57× | ||
| Q1 25 | 1.23× | 1.20× | ||
| Q4 24 | 0.36× | 3.29× | ||
| Q3 24 | 1.75× | 1.87× | ||
| Q2 24 | 1.71× | 28.87× |
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% |
PRTH
暂无分部数据
