APPF vs FTV
AppFolio vs Fortive — AI-powered side-by-side comparison
| Metric | APPF | FTV |
|---|
| AI Score |
49
|
53
|
| Price |
$222.50
|
$60.52
|
| P/E Ratio |
50.58×
|
34.59×
|
| ROE |
26.0%
|
9.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
63.0%
|
63.2%
|
| Debt / Equity |
0.07×
|
0.58×
|
| Dividend Yield |
0.0%
|
0.4%
|
| RSI (14) |
72.5
|
40.1
|
| Beta |
0.811
|
0.976
|
| Expected Upside |
+5.4%
|
+4.9%
|
AI Committee View
Current Innellis committee reasoning for APPF versus FTV.
FTV leads by 4 points.
FTV scores 53/100 (Watch) 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
FTV Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Risk Analyst remains cautious — current ratio of 0.71 is tight -- limited short-term liquidity cushion. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- P/E of 34.7 is moderate-to-rich — Value
- Revenue declining -29.8% YoY -- this is not a growth story right now — Growth
- EPS declining -23.3% YoY despite any revenue growth — Growth