APPF vs FFIV
AppFolio vs F5, Inc. — AI-powered side-by-side comparison
| Metric | APPF | FFIV |
|---|
| AI Score |
49
|
64
|
| Price |
$222.50
|
$391.99
|
| P/E Ratio |
50.58×
|
30.14×
|
| ROE |
26.0%
|
19.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
63.0%
|
82.2%
|
| Debt / Equity |
0.07×
|
0.07×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
72.5
|
37.9
|
| Beta |
0.811
|
1.033
|
| Expected Upside |
+5.4%
|
+13.1%
|
AI Committee View
Current Innellis committee reasoning for APPF versus FFIV.
FFIV leads by 15 points.
FFIV scores 64/100 (Buy) versus APPF at 49/100 (Watch).
APPF Committee View
40% agreement
5 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Growth Analyst remains cautious — growth rate is decelerating quarter over quarter -- the trend line matters more than the level. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- MACD histogram positive -- bullish momentum — Technical
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- RSI at 77 is in overbought territory — Technical
- Weekly RSI at 78 -- overbought on the larger timeframe too — Technical
FFIV Committee View
67% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock. The main limiting factor is p/e of 32.4 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 19.9% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 32.4 is moderate-to-rich — Value
- Price-to-book of 5.2x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical