vs
APPFOLIO INC（APPF）与WSFS FINANCIAL CORP（WSFS）财务数据对比。点击上方公司名可切换其他公司
WSFS FINANCIAL CORP的季度营收约是APPFOLIO INC的1.0倍（$275.3M vs $262.2M），WSFS FINANCIAL CORP净利率更高（31.5% vs 16.2%，领先15.4%），APPFOLIO INC同比增速更快（20.4% vs 7.5%），过去两年APPFOLIO INC的营收复合增速更高（15.3% vs 1.7%）
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。
WSFS金融集团是一家金融服务企业，核心子公司WSFS银行是总部位于特拉华州及大特拉华谷地区规模最大、经营历史最久的本地管理银行与财富管理机构。集团共运营115个网点，其中88个为银行网点，分布在宾夕法尼亚、特拉华、新泽西、佛罗里达、弗吉尼亚、内华达六州，提供全面金融服务。
APPF vs WSFS — 直观对比
营收规模更大
WSFS
是对方的1.0倍
$262.2M
营收增速更快
APPF
高出12.9%
7.5%
净利率更高
WSFS
高出15.4%
16.2%
两年增速更快
APPF
近两年复合增速
1.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $262.2M | $275.3M |
| 净利润 | $42.4M | $86.8M |
| 毛利率 | — | — |
| 营业利润率 | 19.4% | — |
| 净利率 | 16.2% | 31.5% |
| 营收同比 | 20.4% | 7.5% |
| 净利润同比 | 35.2% | 31.7% |
| 每股收益（稀释后） | $1.18 | $1.64 |
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APPFWSFS
| Q1 26 | $262.2M | $275.3M | ||
| Q4 25 | $248.2M | $271.9M | ||
| Q3 25 | $249.4M | $270.5M | ||
| Q2 25 | $235.6M | $267.5M | ||
| Q1 25 | $217.7M | $256.1M | ||
| Q4 24 | $203.7M | $261.5M | ||
| Q3 24 | $205.7M | $267.7M | ||
| Q2 24 | $197.4M | $266.0M |
净利润APPFWSFS
| Q1 26 | $42.4M | $86.8M | ||
| Q4 25 | $39.9M | $72.7M | ||
| Q3 25 | $33.6M | $76.4M | ||
| Q2 25 | $36.0M | $72.3M | ||
| Q1 25 | $31.4M | $65.9M | ||
| Q4 24 | $102.7M | $64.2M | ||
| Q3 24 | $33.0M | $64.4M | ||
| Q2 24 | $29.7M | $69.3M |
营业利润率APPFWSFS
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 35.8% | ||
| Q3 25 | 14.1% | 37.3% | ||
| Q2 25 | 17.2% | 35.7% | ||
| Q1 25 | 15.5% | 34.0% | ||
| Q4 24 | 11.3% | 32.3% | ||
| Q3 24 | 20.7% | 31.9% | ||
| Q2 24 | 18.3% | 34.0% |
净利率APPFWSFS
| Q1 26 | 16.2% | 31.5% | ||
| Q4 25 | 16.1% | 26.7% | ||
| Q3 25 | 13.5% | 28.3% | ||
| Q2 25 | 15.3% | 27.0% | ||
| Q1 25 | 14.4% | 25.7% | ||
| Q4 24 | 50.4% | 24.6% | ||
| Q3 24 | 16.0% | 24.1% | ||
| Q2 24 | 15.0% | 26.0% |
每股收益（稀释后）APPFWSFS
| Q1 26 | $1.18 | $1.64 | ||
| Q4 25 | $1.10 | $1.33 | ||
| Q3 25 | $0.93 | $1.37 | ||
| Q2 25 | $0.99 | $1.27 | ||
| Q1 25 | $0.86 | $1.12 | ||
| Q4 24 | $2.79 | $1.08 | ||
| Q3 24 | $0.90 | $1.08 | ||
| Q2 24 | $0.81 | $1.16 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $470.2M | $2.7B |
| 总资产 | $580.6M | $22.1B |
| 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APPFWSFS
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $1.7B | ||
| Q3 25 | $76.1M | — | ||
| Q2 25 | $73.5M | — | ||
| Q1 25 | $56.9M | — | ||
| Q4 24 | $42.5M | $1.2B | ||
| Q3 24 | $62.4M | — | ||
| Q2 24 | $59.6M | — |
股东权益APPFWSFS
| Q1 26 | $470.2M | $2.7B | ||
| Q4 25 | $542.6M | $2.7B | ||
| Q3 25 | $498.9M | $2.8B | ||
| Q2 25 | $455.6M | $2.7B | ||
| Q1 25 | $462.1M | $2.7B | ||
| Q4 24 | $519.3M | $2.6B | ||
| Q3 24 | $412.8M | $2.7B | ||
| Q2 24 | $371.4M | $2.5B |
总资产APPFWSFS
| Q1 26 | $580.6M | $22.1B | ||
| Q4 25 | $689.0M | $21.3B | ||
| Q3 25 | $640.5M | $20.8B | ||
| Q2 25 | $567.4M | $20.8B | ||
| Q1 25 | $564.7M | $20.5B | ||
| Q4 24 | $626.7M | $20.8B | ||
| Q3 24 | $523.3M | $20.9B | ||
| Q2 24 | $479.3M | $20.7B |
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 | — |
| 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 | — | — |
| 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APPFWSFS
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $220.0M | ||
| Q3 25 | $86.0M | $121.5M | ||
| Q2 25 | $52.6M | $37.2M | ||
| Q1 25 | $38.5M | $8.7M | ||
| Q4 24 | $36.6M | $219.9M | ||
| Q3 24 | $57.8M | $3.1M | ||
| Q2 24 | $50.9M | $44.8M |
自由现金流APPFWSFS
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $213.6M | ||
| Q3 25 | $84.7M | $120.3M | ||
| Q2 25 | $52.4M | $35.2M | ||
| Q1 25 | $38.2M | $6.3M | ||
| Q4 24 | $36.4M | $205.6M | ||
| Q3 24 | $57.4M | $-489.0K | ||
| Q2 24 | $50.8M | $42.1M |
自由现金流率APPFWSFS
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 78.6% | ||
| Q3 25 | 34.0% | 44.5% | ||
| Q2 25 | 22.2% | 13.2% | ||
| Q1 25 | 17.6% | 2.5% | ||
| Q4 24 | 17.9% | 78.6% | ||
| Q3 24 | 27.9% | -0.2% | ||
| Q2 24 | 25.8% | 15.8% |
资本支出强度APPFWSFS
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 2.3% | ||
| Q3 25 | 0.5% | 0.5% | ||
| Q2 25 | 0.1% | 0.7% | ||
| Q1 25 | 0.1% | 0.9% | ||
| Q4 24 | 0.1% | 5.5% | ||
| Q3 24 | 0.2% | 1.4% | ||
| Q2 24 | 0.0% | 1.0% |
现金转化率APPFWSFS
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 3.03× | ||
| Q3 25 | 2.56× | 1.59× | ||
| Q2 25 | 1.46× | 0.51× | ||
| Q1 25 | 1.23× | 0.13× | ||
| Q4 24 | 0.36× | 3.43× | ||
| Q3 24 | 1.75× | 0.05× | ||
| Q2 24 | 1.71× | 0.65× |
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% |
WSFS
暂无分部数据
