TORVANTA
Other · S&P 500 · data as of 2026-10-05

APPF stock analysis: APPF

APPF (APPF) is an S&P 500 company in Other. It grades strongest on profitability and weakest on value.

The model's view of APPF · subscribers

Where APPF ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with APPF · updated 2026-10-05 · from prices and SEC filings

APPF price performance

APPF against the S&P 500, one year
-40%-20%+0%+20%S&P 500 +18%APPF -28%2025-09-292026-10-05
Year to date-12.2%S&P 500 +14.5% · behind by 26.7 pts
1 year-18.2%S&P 500 +17.0% · behind by 35.3 pts
3 years+7.9%S&P 500 +89.3% · behind by 81.4 pts
5 years+60.4%S&P 500 +91.3% · behind by 30.9 pts

Total returns with dividends reinvested.

APPF factor grades

Each grade compares APPF with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

DValueP/E 46.6x (industry 20.1x)FCF yield 3.7% (industry 6.0%)
C+GrowthRevenue growth +21% (industry +8%)EPS growth -21% (industry +10%)
A-ProfitabilityOperating margin 17.5% (industry 9.6%)ROIC 49.0% (industry 10.1%)
C+Momentum12-month change -18%From 52-wk high -22%

APPF in plain numbers

APPF key statistics

SectorOther
Industryn/a
IndexS&P 500
Market value$7.2B
Revenue growth (y/y)+21%
Free-cash-flow yield3.7%
Dividend yieldn/a
Next earnings (expected)2026-10-29
Valuation measures
Market value$7.2B
Enterprise value$7.0B
P/E (trailing)46.6x
Forward P/E (Torvanta estimate)44.7x
PEG (Torvanta estimate)10.51
Price / sales7.0x
Price / book13.8x
EV / revenue6.7x
EV / EBITDA34.6x
Financial highlights
Revenue, last 12 months$1.0B
Net income, last 12 months$157.5M
EPS, last 12 months (GAAP)$4.38
Operating margin17.5%
Net margin15.1%
Return on equity32.1%
Return on invested capital49.0%
Cash$217.4M
Free cash flow, last 12 months$270.0M
Current ratio3.83x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

APPF earnings trends

Revenue vs earnings
$0$70.3M$140.6M$210.8M$281.1MSep 2024 Revenue: $205.7MDec 2024 Revenue: $203.7MMar 2025 Revenue: $217.7MJun 2025 Revenue: $235.6MSep 2025 Revenue: $249.4MDec 2025 Revenue: $248.2MMar 2026 Revenue: $262.2MJun 2026 Revenue: $281.1MSep 2024 Net income: $33.0MDec 2024 Net income: $102.7MMar 2025 Net income: $31.4MJun 2025 Net income: $36.0MSep 2025 Net income: $33.6MDec 2025 Net income: $39.9MMar 2026 Net income: $42.4MJun 2026 Net income: $41.5MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 16.0%Net margin: 50.4%Net margin: 14.4%Net margin: 15.3%Net margin: 13.5%Net margin: 16.1%Net margin: 16.2%Net margin: 14.8%0%25%50%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.7$1.4$2.1$2.8Sep 2024 EPS (GAAP, diluted): $0.9Dec 2024 EPS (GAAP, diluted): $2.8Mar 2025 EPS (GAAP, diluted): $0.9Jun 2025 EPS (GAAP, diluted): $1.0Sep 2025 EPS (GAAP, diluted): $0.9Dec 2025 EPS (GAAP, diluted): $1.1Mar 2026 EPS (GAAP, diluted): $1.2Jun 2026 EPS (GAAP, diluted): $1.2Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 +3% · Dec 2025 -61% · Mar 2026 +37% · Jun 2026 +18%

From the company's 10-Q and 10-K filings with the SEC.

APPF financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$359.4M$471.9M$620.4M$794.2M$1.0B
Net income$1.0M-$68.1M$2.7M$204.1M$140.9M
EPS (GAAP)$0.03$-1.95$0.05$5.55$3.88
Free cash flow$27.3M$18.8M$51.2M$186.1M$238.9M

APPF earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-07-23$1.17+18%+19%+2.9%
2026-04-23$1.18+37%+20%+6.5%
2026-01-29$1.10-61%+22%-12.4%
2025-10-30$0.93+3%+21%+7.4%
2025-07-31$0.99+22%+19%+25.1%
2025-04-24$0.86-18%+16%-17.8%

Companies similar to APPF

CompanyMarket valueP/ERevenue growthOperating margin12-month change
APPF APPF$7.2B46.6x+21%17.5%-18%
CMC CMC$7.2B12.4x+15%n/a+13%compare
NFG NFG$7.3B10.6x+15%40.3%-11%compare
MSM MSM$7.3B31.4x+4%8.5%+47%compare
POWL POWL$7.2B38.0x+7%19.7%+96%
ACA ACA$7.2B14.7x+3%11.8%+59%
PLXS PLXS$7.3B40.3x+272%5.7%+88%

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Frequently asked questions

Is APPF stock a buy?

Torvanta does not tell individuals what to buy. Its grades for APPF are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is APPF's P/E ratio?

APPF trades at about 46.6 times its last 12 months of GAAP earnings reported to the SEC, and about 44.7 times Torvanta's own estimate of the next 12 months.

When does APPF report earnings next?

Based on its filing history, Torvanta expects APPF to report around 2026-10-29.

How has APPF performed against the S&P 500?

Over the past year APPF returned -18.2%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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