Financial Analysis: AppFolio (APPF) versus Upland Software (UPLD)
AppFolio (NASDAQ: APPF) and Upland Software (NASDAQ:UPLD) are both small-cap computer and technology companies, but which is the superior business? We will contrast the two companies based on the strength of their analyst recommendations, risk, earnings, dividends, institutional ownership, valuation and profitability.
Volatility and Risk
AppFolio has a beta of 0.76, indicating that its share price is 24% less volatile than the S&P 500. Comparatively, Upland Software has a beta of 0.53, indicating that its share price is 47% less volatile than the S&P 500.
This is a summary of recent recommendations for AppFolio and Upland Software, as provided by MarketBeat.com.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
AppFolio presently has a consensus target price of $36.50, suggesting a potential downside of 25.13%. Upland Software has a consensus target price of $27.25, suggesting a potential upside of 23.02%. Given Upland Software’s stronger consensus rating and higher possible upside, analysts clearly believe Upland Software is more favorable than AppFolio.
Valuation & Earnings
This table compares AppFolio and Upland Software’s gross revenue, earnings per share (EPS) and valuation.
|Gross Revenue||Price/Sales Ratio||EBITDA||Earnings Per Share||Price/Earnings Ratio|
|AppFolio||$124.18 million||13.31||$4.64 million||$0.03||1,625.54|
|Upland Software||$82.65 million||5.52||$9.22 million||($0.92)||-24.08|
Upland Software has higher revenue, but lower earnings than AppFolio. Upland Software is trading at a lower price-to-earnings ratio than AppFolio, indicating that it is currently the more affordable of the two stocks.
This table compares AppFolio and Upland Software’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
Insider and Institutional Ownership
21.0% of AppFolio shares are held by institutional investors. Comparatively, 26.1% of Upland Software shares are held by institutional investors. 44.8% of AppFolio shares are held by insiders. Comparatively, 30.2% of Upland Software shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.
AppFolio beats Upland Software on 8 of the 13 factors compared between the two stocks.
AppFolio Company Profile
AppFolio, Inc. is a provider of industry-specific, cloud-based software solutions for small and medium-sized businesses (SMBs) in the property management and legal industries. The Company’s mobile-optimized software solutions enable its customers to work at any time and from anywhere across multiple devices. Its property management software provides small and medium-sized property managers with an end-to-end solution to their business needs. The Company’s legal software provides solo practitioners and small law firms with a streamlined practice and case management solution, allowing them to manage their practices and case load. It also offers Value+ services, such as its professionally designed Websites and electronic payment services. The Company’s property manager customers include third-party managers and owner-operators, managing single- and multi-family residences, commercial property and student housing, as well as mixed real estate portfolios.
Upland Software Company Profile
Upland Software Inc. is a provider of cloud-based enterprise work management software. The Company provides a family of cloud-based enterprise work management software applications for the information technology, process excellence, finance, professional services and marketing functions within organizations. Its software applications serve a range of enterprise work management needs, from strategic planning to task execution. It services customers ranging from corporations and Government agencies to small- and medium-sized businesses. Its customers operate in a range of industries, including financial services, retail, technology, manufacturing, education, consumer goods, media, and telecommunications, Government, food and beverage, healthcare and life sciences, chemicals and travel and hospitality. The Company provides a family of cloud-based enterprise work management software applications under the Upland brand.
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