Appfolio Inc (APPF)vsGoPro Inc (GPRO)
APPF
Appfolio Inc
$165.32
-2.05%
TECHNOLOGY · Cap: $5.85B
GPRO
GoPro Inc
$1.65
+10.74%
TECHNOLOGY · Cap: $225.76M
Smart Verdict
WallStSmart Research — data-driven comparison
Appfolio Inc generates 53% more annual revenue ($995.33M vs $651.54M). APPF leads profitability with a 15.3% profit margin vs -14.3%. GPRO appears more attractively valued with a PEG of 0.73. APPF earns a higher WallStSmart Score of 64/100 (C+).
APPF
Buy64
out of 100
Grade: C+
GPRO
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+43.7%
Fair Value
$317.63
Current Price
$165.32
$152.31 discount
Intrinsic value data unavailable for GPRO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 33 in profit
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Revenue surging 20.4% year-over-year
Earnings expanding 37.2% YoY
Growing faster than its price suggests
Areas to Watch
Premium valuation, high expectations priced in
Trading at 12.4x book value
Weak financial health signals
Expensive relative to growth rate
0.4% revenue growth
Smaller company, higher risk/reward
ROE of -81.9% — below average capital efficiency
Earnings declined 93.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : APPF
The strongest argument for APPF centers on Return on Equity, Altman Z-Score, Debt/Equity. Profitability is solid with margins at 15.3% and operating margin at 19.4%. Revenue growth of 20.4% demonstrates continued momentum.
Bull Case : GPRO
The strongest argument for GPRO centers on PEG Ratio. PEG of 0.73 suggests the stock is reasonably priced for its growth.
Bear Case : APPF
The primary concerns for APPF are P/E Ratio, Price/Book, Piotroski F-Score.
Bear Case : GPRO
The primary concerns for GPRO are Revenue Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
APPF profiles as a growth stock while GPRO is a turnaround play — different risk/reward profiles.
GPRO carries more volatility with a beta of 1.66 — expect wider price swings.
APPF is growing revenue faster at 20.4% — sustainability is the question.
APPF generates stronger free cash flow (34M), providing more financial flexibility.
Bottom Line
APPF scores higher overall (64/100 vs 39/100), backed by strong 15.3% margins and 20.4% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Appfolio Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
AppFolio, Inc. provides industry-specific cloud-based enterprise software data analytics, services and solutions for the real estate industry. The company is headquartered in Santa Barbara, California.
Visit Website →GoPro Inc
TECHNOLOGY · CONSUMER ELECTRONICS · USA
GoPro, Inc. develops and sells mountable and portable cameras, drones, and accessories in the United States and internationally. The company is headquartered in San Mateo, California.
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