COMP <GO>
APPF vs DSGX // EV/EBITDA & P/E VALUATION
AppFolio Inc. (NASDAQ) VS. Descartes Systems Group Inc. (NASDAQ) • 15-METRIC TALLY: APPF 3
— DSGX 9
▲ EV/EBITDA & P/E VALUATION LEADER: DSGX
LAST: $224.86 (+5.44%) • MKT CAP: $7.56B
valuation
46.9x
LAST: $91.40 (+0.86%) • MKT CAP: $7.75B
valuation
35.5x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (APPF VS. DSGX)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | APPF | DSGX | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 77.10% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 20.60% | 12.00% | +8.60 | APPF | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 46.9x | 35.5x | +11.40 | DSGX | /valuation <GO> |
| Free Cash Flow Yield | 3.25% | 3.31% | -0.06 | DSGX | /fcf-yield <GO> |
| Operating Margin | 16.10% | 28.80% | -12.70 | DSGX | /operating-margins <GO> |
| Net Profit Margin | 14.80% | 22.50% | -7.70 | DSGX | /net-margins <GO> |
| Revenue Growth (YoY) | 19.70% | 16.50% | +3.20 | 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 | 18.37 | +7.63 | APPF | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 9/9 | -1.00 | DSGX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.5 | 58.5 | -5.00 | DSGX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.23 | 1.34 | -0.11 | DSGX | /macro-sensitivity <GO> |
| Forward P/E Multiple | 43.8x | 40.4x | +3.40 | DSGX | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.56B | $7.75B | -$191.5M | DSGX | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | APPF REV | DSGX REV | APPF GROSS % | DSGX GROSS % | APPF FCF | DSGX FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $950.8M | $729.0M | — | 77.1% | $238.9M | $260.5M |
| FY 2024 | $794.2M | $651.0M | — | 75.6% | $186.1M | $212.5M |
| FY 2023 | $620.4M | $400.0M | — | — | $32.4M | $207.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
APPF // BETA 1.23
DSGX // BETA 1.34