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APPFOLIO INC（APPF）与SHOE CARNIVAL INC（SCVL）财务数据对比。点击上方公司名可切换其他公司
SHOE CARNIVAL INC的季度营收约是APPFOLIO INC的1.1倍（$297.2M vs $262.2M），APPFOLIO INC净利率更高（16.2% vs 4.9%，领先11.3%），APPFOLIO INC同比增速更快（20.4% vs -3.2%），过去两年APPFOLIO INC的营收复合增速更高（15.3% vs 3.0%）
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。
Shoe Carnival Inc是一家美国家庭鞋类零售商，目前在美国中西部、南部、东南部地区以及波多黎各共开设了429家门店。该公司由大卫·拉塞尔于1978年创立，截至2025年，其总部位于南卡罗来纳州福特米尔。
APPF vs SCVL — 直观对比
营收规模更大
SCVL
是对方的1.1倍
$262.2M
营收增速更快
APPF
高出23.6%
-3.2%
净利率更高
APPF
高出11.3%
4.9%
两年增速更快
APPF
近两年复合增速
3.0%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $262.2M | $297.2M |
| 净利润 | $42.4M | $14.6M |
| 毛利率 | — | 37.6% |
| 营业利润率 | 19.4% | 6.3% |
| 净利率 | 16.2% | 4.9% |
| 营收同比 | 20.4% | -3.2% |
| 净利润同比 | 35.2% | -23.9% |
| 每股收益（稀释后） | $1.18 | $0.53 |
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APPFSCVL
| Q1 26 | $262.2M | — | ||
| Q4 25 | $248.2M | $297.2M | ||
| Q3 25 | $249.4M | $306.4M | ||
| Q2 25 | $235.6M | $277.7M | ||
| Q1 25 | $217.7M | $262.9M | ||
| Q4 24 | $203.7M | $306.9M | ||
| Q3 24 | $205.7M | $332.7M | ||
| Q2 24 | $197.4M | $300.4M |
净利润APPFSCVL
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $14.6M | ||
| Q3 25 | $33.6M | $19.2M | ||
| Q2 25 | $36.0M | $9.3M | ||
| Q1 25 | $31.4M | $14.7M | ||
| Q4 24 | $102.7M | $19.2M | ||
| Q3 24 | $33.0M | $22.6M | ||
| Q2 24 | $29.7M | $17.3M |
毛利率APPFSCVL
| Q1 26 | — | — | ||
| Q4 25 | — | 37.6% | ||
| Q3 25 | — | 38.8% | ||
| Q2 25 | — | 34.5% | ||
| Q1 25 | — | 34.9% | ||
| Q4 24 | — | 36.0% | ||
| Q3 24 | — | 36.1% | ||
| Q2 24 | — | 35.6% |
营业利润率APPFSCVL
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 6.3% | ||
| Q3 25 | 14.1% | 8.2% | ||
| Q2 25 | 17.2% | 4.3% | ||
| Q1 25 | 15.5% | 5.3% | ||
| Q4 24 | 11.3% | 8.0% | ||
| Q3 24 | 20.7% | 9.0% | ||
| Q2 24 | 18.3% | 7.5% |
净利率APPFSCVL
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | 4.9% | ||
| Q3 25 | 13.5% | 6.3% | ||
| Q2 25 | 15.3% | 3.4% | ||
| Q1 25 | 14.4% | 5.6% | ||
| Q4 24 | 50.4% | 6.3% | ||
| Q3 24 | 16.0% | 6.8% | ||
| Q2 24 | 15.0% | 5.8% |
每股收益（稀释后）APPFSCVL
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $0.53 | ||
| Q3 25 | $0.93 | $0.70 | ||
| Q2 25 | $0.99 | $0.34 | ||
| Q1 25 | $0.86 | $0.53 | ||
| Q4 24 | $2.79 | $0.70 | ||
| Q3 24 | $0.90 | $0.82 | ||
| Q2 24 | $0.81 | $0.63 |
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 | $107.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $470.2M | $683.2M |
| 总资产 | $580.6M | $1.2B |
| 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APPFSCVL
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $107.7M | ||
| Q3 25 | $76.1M | $91.9M | ||
| Q2 25 | $73.5M | $93.0M | ||
| Q1 25 | $56.9M | $123.1M | ||
| Q4 24 | $42.5M | $91.1M | ||
| Q3 24 | $62.4M | $84.5M | ||
| Q2 24 | $59.6M | $69.5M |
股东权益APPFSCVL
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $683.2M | ||
| Q3 25 | $498.9M | $670.7M | ||
| Q2 25 | $455.6M | $653.6M | ||
| Q1 25 | $462.1M | $649.0M | ||
| Q4 24 | $519.3M | $635.7M | ||
| Q3 24 | $412.8M | $618.5M | ||
| Q2 24 | $371.4M | $597.8M |
总资产APPFSCVL
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $1.2B | ||
| Q3 25 | $640.5M | $1.2B | ||
| Q2 25 | $567.4M | $1.1B | ||
| Q1 25 | $564.7M | $1.1B | ||
| Q4 24 | $626.7M | $1.1B | ||
| Q3 24 | $523.3M | $1.1B | ||
| Q2 24 | $479.3M | $1.1B |
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 | $33.6M |
| 自由现金流经营现金流 - 资本支出 | — | $19.7M |
| 自由现金流率自由现金流/营收 | — | 6.6% |
| 资本支出强度资本支出/营收 | — | 4.7% |
| 现金转化率经营现金流/净利润 | 0.81× | 2.30× |
| 过去12个月自由现金流最近4个季度 | — | $35.1M |
8季度趋势，按日历期对齐
经营现金流APPFSCVL
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $33.6M | ||
| Q3 25 | $86.0M | $13.3M | ||
| Q2 25 | $52.6M | $-9.6M | ||
| Q1 25 | $38.5M | $44.5M | ||
| Q4 24 | $36.6M | $17.3M | ||
| Q3 24 | $57.8M | $23.7M | ||
| Q2 24 | $50.9M | $17.1M |
自由现金流APPFSCVL
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $19.7M | ||
| Q3 25 | $84.7M | $2.2M | ||
| Q2 25 | $52.4M | $-23.0M | ||
| Q1 25 | $38.2M | $36.2M | ||
| Q4 24 | $36.4M | $8.3M | ||
| Q3 24 | $57.4M | $18.2M | ||
| Q2 24 | $50.8M | $6.9M |
自由现金流率APPFSCVL
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 6.6% | ||
| Q3 25 | 34.0% | 0.7% | ||
| Q2 25 | 22.2% | -8.3% | ||
| Q1 25 | 17.6% | 13.8% | ||
| Q4 24 | 17.9% | 2.7% | ||
| Q3 24 | 27.9% | 5.5% | ||
| Q2 24 | 25.8% | 2.3% |
资本支出强度APPFSCVL
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 4.7% | ||
| Q3 25 | 0.5% | 3.6% | ||
| Q2 25 | 0.1% | 4.8% | ||
| Q1 25 | 0.1% | 3.2% | ||
| Q4 24 | 0.1% | 3.0% | ||
| Q3 24 | 0.2% | 1.7% | ||
| Q2 24 | 0.0% | 3.4% |
现金转化率APPFSCVL
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 2.30× | ||
| Q3 25 | 2.56× | 0.69× | ||
| Q2 25 | 1.46× | -1.03× | ||
| Q1 25 | 1.23× | 3.04× | ||
| Q4 24 | 0.36× | 0.90× | ||
| Q3 24 | 1.75× | 1.05× | ||
| Q2 24 | 1.71× | 0.99× |
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% |
SCVL
暂无分部数据
