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Appfolio vs Servicetitan

Appfolio and Servicetitan are similar in size: $951m and $961m of revenue in their latest fiscal years. Servicetitan grew faster (24.5% against 19.7%). Appfolio kept more of each dollar of sales as profit: a net margin of 14.8% against -16.6%.

Latest fiscal yearAppfolioAPPF, 2025ServicetitanTTAN, 2026
Revenue $951m $961m
Revenue growth 19.7% 24.5%
Net income $141m −$160m
Operating margin — -17.6%
Net margin 14.8% -16.6%
Return on equity 26.5% -10.7%
Free cash flow $239m $105m
Cash $107m $429m
Total debt $0 $0
Debt to equity — 0.0%
Dividend per share — —
Dividend yield — —
Share buybacks $146m —
Employees 1,702 —
Market value $7.98bn $7.98bn
Price vs our value range Within our value range —
Moat score 54 (Moderate) —
Insider trades, 12 months 0 buys, 396 sales 0 buys, 232 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.