AppFolio vs Manhattan Associates
企業の追加・変更・削除ができます(最大4社)。
要点
- 2025会計年度の売上高はManhattan Associatesが$1.1B、AppFolioが$951Mで、Manhattan Associatesの方が規模が大きい企業です。
- AppFolioの方が売上高の伸びが速い(19.7%、相手は3.8%)。
- Manhattan Associatesの方が売上1ドルあたりの営業利益が多い(営業利益率25.9%、相手は16.1%)。
- Manhattan Associatesの方が売上をより多くフリーキャッシュフローに変えている(FCFマージン34.6%、相手は25.1%)。
- 投資家はManhattan Associatesの利益1ドルにより高い値段を払っています。PERは68.4x、AppFolioは44.4xです。
| 直近会計年度 | APPF · FY25 | MANH · FY25 |
|---|---|---|
| 規模 | ||
| 時価総額 | $7.5B | $14.1B |
| 売上高 | $951M | $1.1B |
| フリーキャッシュフロー | $239M | $374M |
| 純利益 | $141M | $220M |
| 成長率 | ||
| 売上高成長率 | 19.7% | 3.8% |
| 5年成長率 | 25.1% | 13.0% |
| 株式数の変化 | −1.2% | −1.8% |
| 収益性 | ||
| 売上総利益率 | — | 56.3% |
| 営業利益率 | 16.1% | 25.9% |
| 純利益率 | 14.8% | 20.3% |
| FCFマージン | 25.1% | 34.6% |
| 投下資本利益率 | 50.3% | — |
| 自己資本利益率 | 26.5% | 71.7% |
| 貸借対照表 | ||
| 純負債 | −$251M | −$329M |
| 純負債 / EBITDA | −1.4x | −1.2x |
| 配当と自社株買い | $146M | $315M |
| バリュエーションとクオリティ | ||
| PER | 44.4x | 68.4x |
| ピオトロスキーFスコア | 4 | 6 |
FY16
APPF $106M
MANH $605M
FY17
APPF $144M
MANH $595M
FY18
APPF $190M
MANH $559M
FY19
APPF $256M
MANH $618M
FY20
APPF $310M
MANH $586M
FY21
APPF $359M
MANH $664M
FY22
APPF $472M
MANH $767M
FY23
APPF $620M
MANH $929M
FY24
APPF $794M
MANH $1.0B
FY25
APPF $951M
MANH $1.1B
APPF
MANH
FY16
APPF −8.0%
MANH 32.1%
FY17
APPF 6.5%
MANH 31.2%
FY18
APPF 10.3%
MANH 23.9%
FY19
APPF 2.5%
MANH 18.8%
FY20
APPF 3.2%
MANH 19.5%
FY21
APPF −3.3%
MANH 20.2%
FY22
APPF −15.3%
MANH 19.9%
FY23
APPF 0.2%
MANH 22.6%
FY24
APPF 17.1%
MANH 25.1%
FY25
APPF 16.1%
MANH 25.9%
APPF
MANH
FY16
APPF $7.3M
MANH $133M
FY17
APPF $27.2M
MANH $158M
FY18
APPF $34.2M
MANH $130M
FY19
APPF $30.8M
MANH $132M
FY20
APPF $29.3M
MANH $138M
FY21
APPF $27.3M
MANH $181M
FY22
APPF $18.8M
MANH $173M
FY23
APPF $51.2M
MANH $241M
FY24
APPF $186M
MANH $286M
FY25
APPF $239M
MANH $374M
APPF
MANH
FY16
APPF −11.1%
MANH —
FY17
APPF 18.9%
MANH —
FY18
APPF 42.7%
MANH 214.3%
FY19
APPF 6.7%
MANH 219.1%
FY20
APPF 6.1%
MANH —
FY21
APPF −4.8%
MANH —
FY22
APPF −40.8%
MANH —
FY23
APPF 0.5%
MANH —
FY24
APPF 83.1%
MANH —
FY25
APPF 50.3%
MANH —
APPF
MANH
各社の直近会計年度のデータです。決算月は企業によって異なります。高い(または低い)方が明らかに良い項目では、各行の最良値を強調しています。投資助言ではありません。