Appfolio Inc (APPF)vsUber Technologies Inc (UBER)
APPF
Appfolio Inc
$208.48
+1.32%
TECHNOLOGY · Cap: $7.30B
UBER
Uber Technologies Inc
$72.64
+1.35%
TECHNOLOGY · Cap: $146.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Uber Technologies Inc generates 5206% more annual revenue ($55.23B vs $1.04B). UBER leads profitability with a 17.3% profit margin vs 15.1%. UBER appears more attractively valued with a PEG of 6.15. UBER earns a higher WallStSmart Score of 64/100 (C+).
APPF
Buy58
out of 100
Grade: C
UBER
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.6%
Fair Value
$265.35
Current Price
$208.48
$56.87 discount
Margin of Safety
+0.4%
Fair Value
$71.93
Current Price
$72.64
$0.70 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
19.3% revenue growth
Every $100 of equity generates 35 in profit
Earnings expanding 85.5% YoY
Large-cap with strong market position
Attractively priced relative to earnings
Generating 2.8B in free cash flow
Areas to Watch
Trading at 14.0x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
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 15.1% and operating margin at 18.9%. Revenue growth of 19.3% demonstrates continued momentum.
Bull Case : UBER
The strongest argument for UBER centers on Return on Equity, EPS Growth, Market Cap. Profitability is solid with margins at 17.3% and operating margin at 13.3%. Revenue growth of 12.2% demonstrates continued momentum.
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 : UBER
The primary concerns for UBER are PEG Ratio, 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 19.3% — sustainability is the question.
UBER generates stronger free cash flow (2.8B), providing more financial flexibility.
Bottom Line
UBER scores higher overall (64/100 vs 58/100), backed by strong 17.3% margins and 12.2% revenue growth. APPF offers better value entry with a 32.6% margin of safety. 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
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