COMP <GO>
APPF vs PATH // FREE CASH FLOW YIELD
AppFolio Inc. (NASDAQ) VS. UiPath Inc. (NYSE) • 15-METRIC TALLY: APPF 8
— PATH 4
▲ FREE CASH FLOW YIELD LEADER: PATH
LAST: $224.86 (+5.44%) • MKT CAP: $7.97B
fcf-yield
3.25%
LAST: $13.34 (-2.84%) • MKT CAP: $6.95B
fcf-yield
4.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (APPF VS. PATH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | APPF | PATH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 83.20% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 20.60% | 2.70% | +17.90 | APPF | /roic <GO> |
| EV/EBITDA & P/E Valuation | 46.9x | 92.8x | -45.90 | APPF | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 3.25% | 4.90% | -1.65 | PATH | /fcf-yield <GO> |
| Operating Margin | 16.10% | 3.50% | +12.60 | APPF | /operating-margins <GO> |
| Net Profit Margin | 14.80% | 17.50% | -2.70 | PATH | /net-margins <GO> |
| Revenue Growth (YoY) | 19.70% | 12.70% | +7.00 | APPF | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 26.00 | 4.25 | +21.75 | APPF | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 9/9 | -1.00 | PATH | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.8 | 44.5 | +16.30 | APPF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.23 | 1.21 | +0.02 | APPF | /macro-sensitivity <GO> |
| Forward P/E Multiple | 43.8x | 21.3x | +22.50 | PATH | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.97B | $6.95B | $1.02B | APPF | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | APPF REV | PATH REV | APPF GROSS % | PATH GROSS % | APPF FCF | PATH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $950.8M | $1.61B | — | 83.2% | $238.9M | $352.2M |
| FY 2024 | $794.2M | $1.43B | — | 82.7% | $186.1M | $305.6M |
| FY 2023 | $620.4M | $1.31B | — | — | $32.4M | $240.2M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
APPF // BETA 1.23
PATH // BETA 1.21