In the fast-paced world of property management, efficiency is the name of the game that separates successful companies from ...

AppFolio is a high-margin, capital-light property management software leader with strong recurring revenue and high customer switching costs. Our competitive edge comes from a cloud-native platform, ...

AppFolio has rebounded strongly after raising guidance, but its valuation now looks stretched compared to similar software peers. Despite AI-driven product differentiation, there's no evidence of ...