Compare · APPF vs NET
APPF vs NET
Side-by-side comparison of AppFolio Inc. (APPF) and Cloudflare Inc. (NET): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both APPF and NET operate in Computer Software: Prepackaged Software (Technology), so they compete in similar markets.
- NET is the larger of the two at $98.14B, about 15.4x APPF ($6.35B).
- Over the past year, APPF is down 28.7% and NET is up 40.4% - NET leads by 69.1 points.
- NET has been more active in the news (26 items in the past 4 weeks vs 18 for APPF).
- NET has more recent analyst coverage (25 ratings vs 18 for APPF).
- Company
- AppFolio Inc.
- Cloudflare Inc.
- Price
- $179.82-0.78%
- $277.63+1.93%
- Market cap
- $6.35B
- $98.14B
- 1M return
- +13.79%
- +20.23%
- 1Y return
- -28.71%
- +40.42%
- Industry
- Computer Software: Prepackaged Software
- Computer Software: Prepackaged Software
- Exchange
- NASDAQ
- NYSE
- IPO
- 2015
- 2019
- News (4w)
- 18
- 26
- Recent ratings
- 18
- 25
AppFolio Inc.
AppFolio, Inc., together with its subsidiaries, provides industry-specific cloud-based business software solutions, services, and data analytics for the real estate industry. The company offers AppFolio Property Manager, a property management solution designed to address the operational and business requirements of property management companies and their business ecosystems; and AppFolio Investment Management, a cloud-based software solution for real estate investment managers of various sizes that provide tools and services designed to streamline their real estate investment management businesses. It also provides Value+ services that are designed to enhance, automate, and streamline processes and workflows for property management businesses, such as artificial intelligence leasing assistant, tenant screening, electronic payment, utility management, maintenance contact center, tenant debt collection, and mailing services. AppFolio, Inc. was incorporated in 2006 and is headquartered in Santa Barbara, California.
Cloudflare Inc.
CloudFlare, Inc. operates a cloud platform that delivers a range of network services to businesses worldwide. The company provides an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and Internet of Things (IoT) devices. Its security products comprise cloud firewall, bot management, distributed denial of service, IoT, SSL/TLS, secure origin connection, and rate limiting products. The company also offers performance solutions, which include content delivery, intelligent routing, and mobile software development kit, as well as content, mobile, and image optimization solutions. In addition, it provides reliability solutions comprising load balancing, anycast network, virtual backbone, DNS, DNS resolver, and always online solutions that enhances Internet experience and allows customers to run their digital operations efficiently. Further, the company provides Cloudflare internal infrastructure solutions, including on-ramps, which connect users, devices, or locations to Cloudflare's network; and filters, which are the products that protect, inspect, and privilege data. Additionally, it offers developer-based solutions, such as serverless computing/programmable network, website development, domain registration, Cloudflare apps, and analytics; Consumer DNS Resolver, a consumer application to browse the Internet; and Consumer VPN for consumers designed to secure and accelerate traffic on mobile devices. The company serves customers in technology, healthcare, financial services, consumer and retail, and non-profit industries, as well as government. It has a strategic agreement with Baidu, Inc. and JD Cloud & AI. CloudFlare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.
Latest APPF
- Large owner Duca Maurice J sold $2,056,970 worth of shares (11,387 units at $180.64) as part of a pre-agreed trading plan, decreasing direct ownership by 4% to 85,180 units (SEC Form 4)
- Large owner Duca Maurice J sold $1,981,605 worth of shares (11,000 units at $180.15) as part of a pre-agreed trading plan, decreasing direct ownership by 4% to 88,905 units (SEC Form 4)
- Large owner Duca Maurice J sold $1,929,626 worth of shares (10,700 units at $180.34), decreasing direct ownership by 4% to 92,505 units (SEC Form 4)
- AppFolio, Inc. Announces Date of Second Quarter 2026 Financial Results Conference Call
- SEC Form 144 filed by AppFolio Inc.
- SEC Form 144 filed by AppFolio Inc.
- SEC Form 144 filed by AppFolio Inc.
- Director Bundy Scanlan Agnes was granted 1,255 shares, increasing direct ownership by 21% to 7,343 units (SEC Form 4)
- Director Appfolio Inc was granted 2,217 shares (SEC Form 4)
- New insider Appfolio Inc claimed no ownership of stock in the company (SEC Form 3)
Latest NET
- Chief Financial Officer Seifert Thomas J covered exercise/tax liability with 2,943 shares, converted options into 10,000 shares and sold $2,769,195 worth of shares (10,000 units at $276.92) as part of a pre-agreed trading plan, decreasing direct ownership by 3% to 113,790 units (SEC Form 4)
- SEC Form 144 filed by Cloudflare Inc.
- Ottawa Just Picked This Small Canadian Company to Represent Its Quantum Technology in Europe
- SEC Form 4 filed by President and Board Co-Chair Zatlyn Michelle
- President and Board Co-Chair Zatlyn Michelle converted options into 99,064 shares and sold $27,419,061 worth of shares (99,064 units at $276.78) as part of a pre-agreed trading plan (SEC Form 4)
- Cloudflare Announces Date of Second Quarter 2026 Financial Results
- Cloudflare Introduces Precursor; One-Click Behavioral Defense Against Modern Bots
- Director Ledbetter Carl sold $1,340,547 worth of shares (5,000 units at $268.11) as part of a pre-agreed trading plan (SEC Form 4)
- Cloudflare Announces Research Pilot with OpenAI
- Director Graham-Cumming John exercised 2,520 shares at a strike of $44.72 and sold $623,156 worth of shares (2,520 units at $247.28) as part of a pre-agreed trading plan (SEC Form 4)