For the quarter ended June 2025, AppFolio (APPF Quick QuoteAPPF - Free Report) reported revenue of $235.58 million, up 19.4% over the same period last year. EPS came in at $1.38, compared to $1.12 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $231.16 million, representing a surprise of +1.91%. The company delivered an EPS surprise of +7.81%, with the consensus EPS estimate being $1.28.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how AppFolio performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenue- Other: $2.96 million compared to the $3.5 million average estimate based on two analysts. The reported number represents a change of +70.8% year over year.
• Revenue- Value Added Services: $180.15 million versus the two-analyst average estimate of $176.21 million. The reported number represents a year-over-year change of +18.8%.
• Revenue- Core solutions: $52.47 million compared to the $50.84 million average estimate based on two analysts. The reported number represents a change of +19.2% year over year.

View all Key Company Metrics for AppFolio here>>>

Shares of AppFolio have returned +11.4% over the past month versus the Zacks S&P 500 composite's +2.7% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.