Appfolio Inc (APPF)vsUber Technologies Inc (UBER)
APPF
Appfolio Inc
$166.94
+2.01%
TECHNOLOGY · Cap: $5.70B
UBER
Uber Technologies Inc
$72.21
-1.01%
TECHNOLOGY · Cap: $145.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Uber Technologies Inc generates 5294% more annual revenue ($53.69B vs $995.33M). UBER leads profitability with a 15.9% profit margin vs 15.3%. UBER appears more attractively valued with a PEG of 5.98. APPF earns a higher WallStSmart Score of 64/100 (C+).
APPF
Buy64
out of 100
Grade: C+
UBER
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+30.6%
Fair Value
$257.36
Current Price
$166.94
$90.42 discount
Margin of Safety
+3.8%
Fair Value
$71.28
Current Price
$72.21
$0.93 discount
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
Revenue surging 20.4% year-over-year
Earnings expanding 37.2% YoY
Every $100 of equity generates 35 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Generating 2.3B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 12.6x book value
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
Earnings declined 84.6%
Distress zone — elevated risk
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 15.3% and operating margin at 19.4%. Revenue growth of 20.4% demonstrates continued momentum.
Bull Case : UBER
The strongest argument for UBER centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 15.9% and operating margin at 14.6%. Revenue growth of 14.5% demonstrates continued momentum.
Bear Case : APPF
The primary concerns for APPF are P/E Ratio, Price/Book, Piotroski F-Score.
Bear Case : UBER
The primary concerns for UBER are PEG Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
APPF profiles as a growth stock while UBER is a mature play — different risk/reward profiles.
UBER carries more volatility with a beta of 1.16 — expect wider price swings.
APPF is growing revenue faster at 20.4% — sustainability is the question.
UBER generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
APPF scores higher overall (64/100 vs 54/100), backed by strong 15.3% margins and 20.4% revenue growth. Both earn "Buy" and "Buy" 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 →Uber Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Uber Technologies, Inc., commonly known as Uber, is an American technology company. Its services include ride-hailing, food delivery (Uber Eats), package delivery, couriers, freight transportation, and, through a partnership with Lime, electric bicycle and motorized scooter rental. The company is based in San Francisco, California.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?