Both in Packaged Software
Elastic vs AppFolio
Over the past year ESTC returned +1.3% and APPF returned −9.1%; their daily moves had a correlation of 0.41.
ESTC +1.3% APPF −9.1%Growth of $1, one year, split-adjusted
| Metric | ESTC | APPF |
|---|---|---|
| Price | $89.68 | $236.85 |
| Market cap | $9.42B | $8.40B |
| Today | −0.87% | +5.86% |
| 1 month | −5.2% | +16.5% |
| 6 months | +82.6% | +41.7% |
| Year to date | +18.9% | +1.8% |
| 1 year | −1.2% | −9.7% |
| Revenue growth (YoY) | +15.1% | +18.6% |
| Gross margin | 74.5% | 62.6% |
| Net margin | −3.5% | 15.5% |
| P/E (TTM) | 25.1× | 49.4× |
| Price / sales | 5.2× | 7.7× |
| Net cash | $889.8M | $307.3M |
| Dividend yield | — | — |
| Volatility (60d) | 63.8% | 45.7% |
| Short % of float | 4.5% | 11.4% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).