COMP <GO>
APPF vs DBX // FORWARD P/E MULTIPLE
AppFolio Inc. (NASDAQ) VS. Dropbox Inc. (NASDAQ) • 15-METRIC TALLY: APPF 5
— DBX 7
▲ FORWARD P/E MULTIPLE LEADER: DBX
LAST: $224.86 (+5.44%) • MKT CAP: $7.97B
forward-pe
43.8x
LAST: $35.64 (-1.68%) • MKT CAP: $8.04B
forward-pe
15.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (APPF VS. DBX)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | APPF | DBX | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 80.10% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 20.60% | 83.10% | -62.50 | DBX | /roic <GO> |
| EV/EBITDA & P/E Valuation | 46.9x | 13.1x | +33.80 | DBX | /valuation <GO> |
| Free Cash Flow Yield | 3.25% | 11.36% | -8.11 | DBX | /fcf-yield <GO> |
| Operating Margin | 16.10% | 27.30% | -11.20 | DBX | /operating-margins <GO> |
| Net Profit Margin | 14.80% | 20.20% | -5.40 | DBX | /net-margins <GO> |
| Revenue Growth (YoY) | 19.70% | -1.10% | +20.80 | APPF | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 26.00 | 0.57 | +25.43 | APPF | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | APPF | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.8 | 48.1 | +12.70 | APPF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.23 | 1.18 | +0.05 | APPF | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 43.8x | 15.0x | +28.80 | DBX | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.97B | $8.04B | -$71.7M | DBX | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | APPF REV | DBX REV | APPF GROSS % | DBX GROSS % | APPF FCF | DBX FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $950.8M | $2.52B | — | 80.1% | $238.9M | $930.8M |
| FY 2024 | $794.2M | $2.55B | — | 82.5% | $186.1M | $871.6M |
| FY 2023 | $620.4M | $2.50B | — | — | $32.4M | $671.1M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
APPF // BETA 1.23
DBX // BETA 1.18