AppFolio (NASDAQ:APPF – Get Free Report) and SentinelOne (NYSE:S – Get Free Report) are both mid-cap technology companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, risk, valuation, dividends, analyst recommendations, institutional ownership and profitability.
Earnings & Valuation
This table compares AppFolio and SentinelOne”s revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| AppFolio | $1.04 billion | 6.88 | $140.92 million | $4.38 | 46.16 |
| SentinelOne | $1.00 billion | 9.11 | -$450.73 million | ($1.01) | -25.96 |
Profitability
This table compares AppFolio and SentinelOne’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| AppFolio | 15.13% | 32.42% | 25.82% |
| SentinelOne | -30.95% | -15.73% | -9.62% |
Risk and Volatility
AppFolio has a beta of 0.89, suggesting that its stock price is 11% less volatile than the S&P 500. Comparatively, SentinelOne has a beta of 0.7, suggesting that its stock price is 30% less volatile than the S&P 500.
Insider and Institutional Ownership
85.2% of AppFolio shares are owned by institutional investors. Comparatively, 90.9% of SentinelOne shares are owned by institutional investors. 1.6% of AppFolio shares are owned by insiders. Comparatively, 4.3% of SentinelOne shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.
Analyst Ratings
This is a breakdown of current ratings and recommmendations for AppFolio and SentinelOne, as reported by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| AppFolio | 0 | 3 | 8 | 1 | 2.83 |
| SentinelOne | 1 | 13 | 16 | 0 | 2.50 |
AppFolio currently has a consensus price target of $249.75, suggesting a potential upside of 23.52%. SentinelOne has a consensus price target of $23.75, suggesting a potential downside of 9.41%. Given AppFolio’s stronger consensus rating and higher probable upside, equities research analysts clearly believe AppFolio is more favorable than SentinelOne.
Summary
AppFolio beats SentinelOne on 11 of the 15 factors compared between the two stocks.
About AppFolio
AppFolio, Inc., together with its subsidiaries, provides cloud business management solutions for the real estate industry in the United States. The company provides a cloud-based platform that enables users to automate and optimize common workflows; tools that assist with leasing, maintenance, and accounting; and other technology and services offered by third parties. It offers AppFolio Property Manager Core, a platform that provides the basic functionalities required to operate a property management business, as well as serves as a system of record; AppFolio Property Manager Plus, which offers housing management, student housing management, complex accounting, leasing insights, large-scale operations support, role-based permissions, stack integrations, and enhanced customer support services; AppFolio Property Manager Max offers customer relationship management functionality, field customization, customer database functionality, and customer success management services; and AppFolio Investment Manager, a software that provides investment management, asset management, and relationship management solutions. The company also provides value-added services that are designed to enhance, automate, and streamline processes and workflows for property management businesses, such as electronic payment, tenant screening, and insurance services. AppFolio, Inc. was incorporated in 2006 and is headquartered in Santa Barbara, California.
About SentinelOne
SentinelOne, Inc. operates as a cybersecurity provider in the United States and internationally. Its Singularity Platform delivers an artificial intelligence-powered autonomous threat prevention, detection, and response capabilities across an organization's endpoints, cloud workloads, and identify credentials, which enables seamless and autonomous protection against a spectrum of cyber threats. In addition, it offers endpoint protection, endpoint detection and response, cloud and identity security, attack surface management, mobile endpoint security, xdr power tools, watchtower, and vigilance MDR. The company was formerly known as Sentinel Labs, Inc. and changed its name to SentinelOne, Inc. in March 2021. SentinelOne, Inc. was incorporated in 2013 and is headquartered in Mountain View, California.
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