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Appfolio vs Clear Secure: APPF and YOU compared
Appfolio is the larger company: $296M of revenue in its latest quarter (Q3 2026) against $293M for Clear Secure (Q3 2026). Clear Secure is growing faster (+28% against +19% a year earlier). Clear Secure is more profitable, with an operating margin of 28.3% against 19.4%.
Where the money goes: APPF and YOU
Appfolio (APPF) · Q3 2026
Appfolio, Q3 2026: revenue $296M (+19% year over year), operating margin 19.4%, net earnings $46.0M, operating cash flow $96.8M. The chart follows the revenue to costs, profit and cash.
Clear Secure (YOU) · Q3 2026
Clear Secure, Q3 2026: revenue $293M (+28% year over year), operating margin 28.3%, net earnings $53.2M, operating cash flow −$98.6M. The chart follows the revenue to costs, profit and cash.
| Appfolio (APPF) | Clear Secure (YOU) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $296M | $293M |
| Revenue growth, Y/Y | +19% | +28% |
| Operating margin | 19.4% | 28.3% |
| Net earnings | $46.0M | $53.2M |
| Net margin | 15.5% | 18.2% |
| Operating cash flow | $96.8M | −$98.6M |
| Free cash flow | $96.8M | — |
| Market value | $7.8B | $3.8B |
| P/E | 46.1× | 16.2× |
| Analysts’ mean target | $245.91 | $66.33 |
Where the revenue comes from
Appfolio
- Value Added Services: $232M (78%)
- Subscription Services: $61.5M (21%)
- Other: $2.2M (1%)
Questions
Which is bigger, Appfolio or Clear Secure?
Appfolio is the larger company: $296M of revenue in its latest quarter (Q3 2026) against $293M for Clear Secure (Q3 2026).
Is Appfolio or Clear Secure growing faster?
Clear Secure is growing faster (+28% against +19% a year earlier).
Which is more profitable, Appfolio or Clear Secure?
Clear Secure is more profitable, with an operating margin of 28.3% against 19.4%.
More: Appfolio earnings · how Appfolio makes money · Clear Secure earnings · how Clear Secure makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Oct 22, 2026; 10-Q filed Nov 4, 2026). Fiscal quarters can end on different dates. Not investment advice.