Which has grown faster, APPF or NET?

Over the past five years, NET grew revenue faster — APPF at a 26.26% CAGR versus NET at 36.49%.

Is APPF or NET more profitable?

APPF runs the higher net margin — APPF at 15.13% versus NET at -8.21%.

How have APPF and NET total returns compared?

Over the past 5 years, APPF delivered 11.27% and NET delivered 19.17% annualized total return. Past performance doesn't predict future results.

AppFolio Inc. (APPF) vs Cloudflare, Inc. (NET)

A side-by-side comparison of AppFolio Inc. and Cloudflare, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 13, 2026. Differences are shown without an overall score or investment verdict.

APPF

AppFolio Inc.

$7.07B

$197.91TechnologyDelayed quote: Sep 28, 2026, 4:00 PM EDT

NET

Cloudflare, Inc.

$125.72B

$354.21TechnologyDelayed quote: Sep 28, 2026, 4:00 PM EDT

Total return — APPF vs NET

growth of $100 · dividends reinvested · last 7y

APPF +116.0% (+11.6%/yr)NET +1602.9% (+49.9%/yr)NET compounded faster over this window

Log scale — wide-divergence pair

APPF NET

APPF vs NET: by the numbers

•NET is the larger company ($125.72B vs $7.07B market cap).
•APPF is profitable (15.13% net margin) while NET runs a net loss (-8.21%).
•NET grew revenue faster over the past five years (36.49% vs 26.26% CAGR).

Metrics side by side

Valuation

Metric	APPF	NET
P/E ratio	45.18	N/A
Forward P/E	28.68	280.80
P/S ratio	6.79	50.04
P/B ratio	13.44	77.61
EV / EBITDA	33.86	N/A
FCF yield	3.81%	0.30%

Profitability

Metric	APPF	NET
Gross margin	63.04%	72.58%
Operating margin	17.52%	-14.11%
Net margin	15.13%	-8.21%
ROE	29.94%	-12.73%
ROIC	26.85%	-6.90%

Growth (annualized)

Metric	APPF	NET
Revenue CAGR (5Y)	26.26%	36.49%
EPS CAGR (5Y)	-3.28%	N/A
FCF CAGR (5Y)	72.35%	N/A
Total return CAGR (5Y)	11.27%	19.17%

Frequently asked

Which has grown faster, APPF or NET?: Over the past five years, NET grew revenue faster — APPF at a 26.26% CAGR versus NET at 36.49%.
Is APPF or NET more profitable?: APPF runs the higher net margin — APPF at 15.13% versus NET at -8.21%.
How have APPF and NET total returns compared?: Over the past 5 years, APPF delivered 11.27% and NET delivered 19.17% annualized total return. Past performance doesn't predict future results.

Go deeper

Full APPF analysis Full NET analysis Interactive comparison tool

Dig into the metrics

AppFolio P/E ratio AppFolio ROE Cloudflare ROE AppFolio operating margin Cloudflare operating margin AppFolio revenue growth Cloudflare revenue growth AppFolio free cash flow Cloudflare free cash flow

AppFolio & Cloudflare appear in these rankings

Fastest Revenue Growth Stocks Highest ROE Stocks Highest ROIC Stocks Highest 10-Year Total Return Stocks

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified September 13, 2026.