Appfolio Inc (APPF)vsGoPro Inc (GPRO)
APPF
Appfolio Inc
$208.48
+1.32%
TECHNOLOGY · Cap: $7.30B
GPRO
GoPro Inc
$1.38
-1.43%
TECHNOLOGY · Cap: $226.94M
Smart Verdict
WallStSmart Research — data-driven comparison
Appfolio Inc generates 83% more annual revenue ($1.04B vs $568.59M). APPF leads profitability with a 15.1% profit margin vs -28.5%. GPRO appears more attractively valued with a PEG of 0.73. APPF earns a higher WallStSmart Score of 58/100 (C).
APPF
Buy58
out of 100
Grade: C
GPRO
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.6%
Fair Value
$265.35
Current Price
$208.48
$56.87 discount
Intrinsic value data unavailable for GPRO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 32 in profit
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
19.3% revenue growth
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Trading at 14.0x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
Weak financial health signals
ROE of -236.1% — below average capital efficiency
Revenue declined 31.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : APPF
The strongest argument for APPF centers on Return on Equity, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 15.1% and operating margin at 18.9%. Revenue growth of 19.3% demonstrates continued momentum.
Bull Case : GPRO
The strongest argument for GPRO centers on Debt/Equity, PEG Ratio. PEG of 0.73 suggests the stock is reasonably priced for its growth.
Bear Case : APPF
The primary concerns for APPF are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 46.9x leaves little room for execution misses.
Bear Case : GPRO
The primary concerns for GPRO are Market Cap, Piotroski F-Score, 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 2.44 — expect wider price swings.
APPF is growing revenue faster at 19.3% — sustainability is the question.
APPF generates stronger free cash flow (88M), providing more financial flexibility.
Bottom Line
APPF scores higher overall (58/100 vs 37/100), backed by strong 15.1% margins and 19.3% 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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