AppFolio 对比 Dolby
可添加、更换或移除公司，最多四家。
简而言之
- Dolby 规模更大:2025 财年营收 $1.3B，AppFolio 为 $951M。
- AppFolio 营收增长更快(19.7%，对方为 5.9%)。
- Dolby 每一美元销售额中留下的营业利润更多(营业利润率 19.6%，对方为 16.1%)。
- Dolby 将更多销售额转化为自由现金流(自由现金流利润率 32.3%，对方为 25.1%)。
- AppFolio 的投入资本回报更高(50.3%，对方为 11.4%)。
- 投资者愿为 AppFolio 每一美元的盈利支付更高价格：市盈率 44.4x，而 Dolby 为 26.7x。
| 最近财年 | APPF · FY25 | DLB · FY25 |
|---|---|---|
| 规模 | ||
| 市值 | $7.5B | $5.9B |
| 营收 | $951M | $1.3B |
| 自由现金流 | $239M | $436M |
| 净利润 | $141M | $255M |
| 增长 | ||
| 营收增长 | 19.7% | 5.9% |
| 5年增长率 | 25.1% | 3.0% |
| 股数变化 | −1.2% | 0.2% |
| 盈利能力 | ||
| 毛利率 | — | 88.1% |
| 营业利润率 | 16.1% | 19.6% |
| 净利率 | 14.8% | 18.9% |
| 自由现金流利润率 | 25.1% | 32.3% |
| 资本回报率 | 50.3% | 11.4% |
| 股本回报率 | 26.5% | 10.0% |
| 资产负债表 | ||
| 净债务 | −$251M | −$703M |
| 净债务 / EBITDA | −1.4x | −2.0x |
| 股息与回购 | $146M | $252M |
| 估值与质量 | ||
| 市盈率 | 44.4x | 26.7x |
| Piotroski F 分数 | 4 | 5 |
FY16
APPF $106M
DLB $1.0B
FY17
APPF $144M
DLB $1.1B
FY18
APPF $190M
DLB $1.1B
FY19
APPF $256M
DLB $1.2B
FY20
APPF $310M
DLB $1.2B
FY21
APPF $359M
DLB $1.3B
FY22
APPF $472M
DLB $1.3B
FY23
APPF $620M
DLB $1.3B
FY24
APPF $794M
DLB $1.3B
FY25
APPF $951M
DLB $1.3B
APPF
DLB
FY16
APPF −8.0%
DLB 22.6%
FY17
APPF 6.5%
DLB 22.9%
FY18
APPF 10.3%
DLB 17.4%
FY19
APPF 2.5%
DLB 20.7%
FY20
APPF 3.2%
DLB 18.8%
FY21
APPF −3.3%
DLB 26.9%
FY22
APPF −15.3%
DLB 16.5%
FY23
APPF 0.2%
DLB 16.6%
FY24
APPF 17.1%
DLB 20.3%
FY25
APPF 16.1%
DLB 19.6%
APPF
DLB
FY16
APPF $7.3M
DLB $259M
FY17
APPF $27.2M
DLB $278M
FY18
APPF $34.2M
DLB $279M
FY19
APPF $30.8M
DLB $231M
FY20
APPF $29.3M
DLB $278M
FY21
APPF $27.3M
DLB $393M
FY22
APPF $18.8M
DLB $271M
FY23
APPF $51.2M
DLB $337M
FY24
APPF $186M
DLB $297M
FY25
APPF $239M
DLB $436M
APPF
DLB
FY16
APPF −11.1%
DLB 13.4%
FY17
APPF 18.9%
DLB 12.9%
FY18
APPF 42.7%
DLB 6.6%
FY19
APPF 6.7%
DLB 17.4%
FY20
APPF 6.1%
DLB 15.6%
FY21
APPF −4.8%
DLB 23.2%
FY22
APPF −40.8%
DLB 12.7%
FY23
APPF 0.5%
DLB 11.9%
FY24
APPF 83.1%
DLB 12.5%
FY25
APPF 50.3%
DLB 11.4%
APPF
DLB
各公司最近一个财年的数据；各公司财年结束月份不同。在越高(或越低)明显越好的行中，突出显示最佳值。不构成投资建议。