GROSSPATTERN / FUNDAMENTAL STATE / POINT IN TIME

APPF · Jun 30, 2026

APPFOLIO INC. A multidimensional configuration derived from the filing available at this observation—never a composite score or recommendation.

STATE CAPABILITYLEVEL 4[email protected]

Inspectable configuration

State dimensions

Filing0001433195-26-000058General Corporate

Capex intensity0thOwn-history percentile · N=20

Evidence method

Level · gp.fundamentals.capex_revenue_ratio

-0.00% · OPTIONAL · VALID

Operating cash generation95thOwn-history percentile · N=20

Evidence method

Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue

31.16% · OPTIONAL · VALID

Revenue growth20thOwn-history percentile · N=20

Evidence method

Yoy · gp.fundamentals.revenue

19.34% · CORE · VALID

Operating margin90thOwn-history percentile · N=20

Evidence method

Level · gp.fundamentals.operating_margin

18.84% · CORE · VALID

R&D intensity10thOwn-history percentile · N=20

Evidence method

Ratio · gp.fundamentals.rnd + gp.fundamentals.revenue

18.14% · OPTIONAL · VALID

SBC intensity20thOwn-history percentile · N=20

Evidence method

Level · gp.fundamentals.sbc_revenue_ratio

7.28% · OPTIONAL · VALID

As-filed lineage

Fundamental state history

Each observation is tied to the filing and facts available at that report date. Amendments remain separate.

History45 statesSelf-history eligible

Period transition

What moved in the state?

Capex Intensity Decreased

Previous: 0.09%
Current: -0.00%
Delta: -0.09%

Cash Generation Increased

Previous: 13.08%
Current: 31.16%
Delta: 18.08%

Growth Decreased

Previous: 20.45%
Current: 19.34%
Delta: -1.11%

Profitability Decreased

Previous: 19.35%
Current: 18.84%
Delta: -0.51%

R And D Intensity Decreased

Previous: 18.93%
Current: 18.14%
Delta: -0.79%

Sbc Intensity Increased

Previous: 6.86%
Current: 7.28%
Delta: 0.42%

Self-history only

Previous similar states

Similarity compares compatible valid dimensions from this issuer's own point-in-time history. No market-return claim is attached.

Dec 31, 2025

Similarity: 82%
Compared: 6 dimensions
Coverage: 100%

Growth 10.0 · Profitability 15.0 · Sbc Intensity 10.0 · Capex Intensity 25.0 · Cash Generation 10.0 · R And D Intensity 30.0

Jun 30, 2018

Similarity: 78%
Compared: 6 dimensions
Coverage: 100%

Growth 20.0 · Profitability 10.0 · Sbc Intensity 7.3 · Capex Intensity 9.1 · Cash Generation 4.1 · R And D Intensity 48.3

Jun 30, 2025

Similarity: 77%
Compared: 6 dimensions
Coverage: 100%

Growth 5.0 · Profitability 5.0 · Sbc Intensity 40.0 · Capex Intensity 10.0 · Cash Generation 20.0 · R And D Intensity 30.0

Sep 30, 2024

Similarity: 73%
Compared: 6 dimensions
Coverage: 100%

Growth 10.0 · Profitability 10.0 · Sbc Intensity 50.0 · Capex Intensity 5.0 · Cash Generation 0.0 · R And D Intensity 40.0

Dec 31, 2018

Similarity: 71%
Compared: 6 dimensions
Coverage: 100%

Growth 0.0 · Profitability 4.3 · Sbc Intensity 18.5 · Capex Intensity 15.4 · Cash Generation 25.8 · R And D Intensity 61.4

Research Graph

Related governed research

Analogous To · APPF state analogue 4 →Compared To · Services-Prepackaged Software peers →Analogous To · APPF state analogue 1 →Analogous To · APPF state analogue 3 →Analogous To · APPF state analogue 2 →Analogous To · APPF state analogue 5 →Has State · APPFOLIO INC →Transitioned To · APPF Fundamental State →Transitioned To · APPF CAPEX_INTENSITY_DECREASED →Transitioned To · APPF CASH_GENERATION_INCREASED →Transitioned To · APPF GROWTH_DECREASED →Transitioned To · APPF PROFITABILITY_DECREASED →

Method Percentiles and historical matches use only observations available at each point in time. Missing dimensions remain missing. Public price outcomes and cross-market analogues are deliberately absent.