WallStSmart

Appfolio Inc (APPF)vsSony Group Corp (SONY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sony Group Corp generates 1323103% more annual revenue ($13.17T vs $995.33M). APPF leads profitability with a 15.3% profit margin vs -1.6%. SONY appears more attractively valued with a PEG of 2.71. APPF earns a higher WallStSmart Score of 64/100 (C+).

APPF

Buy

64

out of 100

Grade: C+

Growth: 9.3Profit: 9.0Value: 5.3Quality: 8.5
Piotroski: 3/9Altman Z: 5.09

SONY

Hold

47

out of 100

Grade: D+

Growth: 5.3Profit: 5.0Value: 5.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

APPFUndervalued (+43.7%)

Margin of Safety

+43.7%

Fair Value

$317.63

Current Price

$165.32

$152.31 discount

UndervaluedFair: $317.63Overvalued

Intrinsic value data unavailable for SONY.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APPF5 strengths · Avg: 9.0/10
Return on EquityProfitability
32.6%10/10

Every $100 of equity generates 33 in profit

Altman Z-ScoreHealth
5.0910/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.139/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
20.4%8/10

Revenue surging 20.4% year-over-year

EPS GrowthGrowth
37.2%8/10

Earnings expanding 37.2% YoY

SONY4 strengths · Avg: 8.8/10
Free Cash FlowQuality
$898.45B10/10

Generating 898.5B in free cash flow

Market CapQuality
$118.69B9/10

Large-cap with strong market position

P/E RatioValuation
15.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Areas to Watch

APPF4 concerns · Avg: 3.3/10
P/E RatioValuation
39.4x4/10

Premium valuation, high expectations priced in

Price/BookValuation
12.4x4/10

Trading at 12.4x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
7.452/10

Expensive relative to growth rate

SONY3 concerns · Avg: 2.3/10
Revenue GrowthGrowth
0.5%4/10

0.5% revenue growth

PEG RatioValuation
2.712/10

Expensive relative to growth rate

Profit MarginProfitability
-1.6%1/10

Currently unprofitable

Comparative Analysis Report

WallStSmart Research

Bull 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 : SONY

The strongest argument for SONY centers on Free Cash Flow, Market Cap, P/E Ratio.

Bear Case : APPF

The primary concerns for APPF are P/E Ratio, Price/Book, Piotroski F-Score.

Bear Case : SONY

The primary concerns for SONY are Revenue Growth, PEG Ratio, Profit Margin.

Key Dynamics to Monitor

APPF profiles as a growth stock while SONY is a turnaround play — different risk/reward profiles.

APPF carries more volatility with a beta of 0.84 — expect wider price swings.

APPF is growing revenue faster at 20.4% — sustainability is the question.

SONY generates stronger free cash flow (898.5B), providing more financial flexibility.

Bottom Line

APPF scores higher overall (64/100 vs 47/100), 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.

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Sony Group Corp

TECHNOLOGY · CONSUMER ELECTRONICS · USA

Sony Group Corporation designs, develops, produces and sells electronic equipment, instruments and devices for the consumer, professional and industrial markets worldwide. The company is headquartered in Tokyo, Japan.

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