AppFolio 对比 Strategy
可添加、更换或移除公司，最多四家。
简而言之
- AppFolio 规模更大:2025 财年营收 $951M，Strategy 为 $477M，约为后者的 2.0 倍。
- AppFolio 营收增长更快(19.7%，对方为 3.0%)。
- AppFolio 每一美元销售额中留下的营业利润更多(营业利润率 16.1%，对方为 −1,140.8%)。
- AppFolio 将更多销售额转化为自由现金流(自由现金流利润率 25.1%，对方为 −15.8%)。
- AppFolio 的投入资本回报更高(50.3%，对方为 −11.4%)。
| 最近财年 | APPF · FY25 | MSTR · FY25 |
|---|---|---|
| 规模 | ||
| 市值 | $7.5B | $51.5B |
| 营收 | $951M | $477M |
| 自由现金流 | $239M | −$75.5M |
| 净利润 | $141M | −$3.8B |
| 增长 | ||
| 营收增长 | 19.7% | 3.0% |
| 5年增长率 | 25.1% | −0.2% |
| 股数变化 | −1.2% | 44.2% |
| 盈利能力 | ||
| 毛利率 | — | 68.7% |
| 营业利润率 | 16.1% | −1,140.8% |
| 净利率 | 14.8% | −806.4% |
| 自由现金流利润率 | 25.1% | −15.8% |
| 资本回报率 | 50.3% | −11.4% |
| 股本回报率 | 26.5% | −12.3% |
| 资产负债表 | ||
| 净债务 | −$251M | $5.9B |
| 净债务 / EBITDA | −1.4x | — |
| 股息与回购 | $146M | $0.0M |
| 估值与质量 | ||
| 市盈率 | 44.4x | — |
| Piotroski F 分数 | 4 | 4 |
FY16
APPF $106M
MSTR $514M
FY17
APPF $144M
MSTR $504M
FY18
APPF $190M
MSTR $498M
FY19
APPF $256M
MSTR $486M
FY20
APPF $310M
MSTR $481M
FY21
APPF $359M
MSTR $511M
FY22
APPF $472M
MSTR $499M
FY23
APPF $620M
MSTR $496M
FY24
APPF $794M
MSTR $464M
FY25
APPF $951M
MSTR $477M
APPF
MSTR
FY16
APPF −8.0%
MSTR 21.3%
FY17
APPF 6.5%
MSTR 14.5%
FY18
APPF 10.3%
MSTR 0.8%
FY19
APPF 2.5%
MSTR −0.2%
FY20
APPF 3.2%
MSTR −2.8%
FY21
APPF −3.3%
MSTR −153.6%
FY22
APPF −15.3%
MSTR −255.5%
FY23
APPF 0.2%
MSTR −23.2%
FY24
APPF 17.1%
MSTR −399.8%
FY25
APPF 16.1%
MSTR −1,140.8%
APPF
MSTR
FY16
APPF $7.3M
MSTR $108M
FY17
APPF $27.2M
MSTR $74.3M
FY18
APPF $34.2M
MSTR $3.8M
FY19
APPF $30.8M
MSTR $50.7M
FY20
APPF $29.3M
MSTR $50.0M
FY21
APPF $27.3M
MSTR $91.1M
FY22
APPF $18.8M
MSTR $0.7M
FY23
APPF $51.2M
MSTR $9.8M
FY24
APPF $186M
MSTR −$56.0M
FY25
APPF $239M
MSTR −$75.5M
APPF
MSTR
FY16
APPF −11.1%
MSTR —
FY17
APPF 18.9%
MSTR —
FY18
APPF 42.7%
MSTR —
FY19
APPF 6.7%
MSTR —
FY20
APPF 6.1%
MSTR −2.6%
FY21
APPF −4.8%
MSTR −31.4%
FY22
APPF −40.8%
MSTR −40.1%
FY23
APPF 0.5%
MSTR −2.9%
FY24
APPF 83.1%
MSTR −9.9%
FY25
APPF 50.3%
MSTR −11.4%
APPF
MSTR
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。