AppFolio (APPF) vs Global-E Online (GLBE)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Global-E Online (GLBE) has outperformed AppFolio (APPF) over the past year, gaining 12.4% versus a loss of 17.8%. Over five years, APPF leads with a +52.1% price change compared with -31.7% for GLBE. AppFolio is the larger company by market cap ($6.98 billion vs $6.54 billion), about 1.1 times the size, while Global-E Online is growing revenue faster (+27.8% vs +19.7%).
On valuation, Global-E Online trades at a lower forward P/E (19.5x vs 23.4x for AppFolio). AppFolio converts more of its revenue into profit, with a net margin of 14.8% versus 7.1%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | APPF | GLBE |
|---|---|---|
| Share price | $196.97 | $38.96 |
| Market cap | $6.98B | $6.54B |
| 1-day change | -3.12% | +0.67% |
| YTD return | -15.34% | -0.79% |
| 1-year return | -17.76% | +12.39% |
| 5-year return | +52.08% | -31.67% |
| P/E ratio (TTM) | 45.07 | 44.27 |
| Forward P/E | 23.36 | 19.46 |
| EPS (TTM) | $4.37 | $0.88 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $950.82M | $962.20M |
| Revenue growth (YoY) | +19.72% | +27.82% |
| Net income (latest FY) | $140.92M | $68.27M |
| Gross margin | 63.68% | 45.34% |
| Operating margin | 16.08% | 7.45% |
| Net margin | 14.82% | 7.10% |
| 52-week high | $265.02 | $43.99 |
| 52-week low | $142.56 | $26.85 |
| Distance from 52-week high | -25.68% | -11.43% |
| Analyst consensus | strong_buy | strong_buy |
| Avg. price target upside | +21.10% | +30.31% |
| Average volume | 362.67K | 1.45M |
| Shares outstanding | 24.09M | 167.97M |
| Employees | 1,702 | 1,219 |
| Sector | Technology | Technology |
| Industry | Computer Software: Prepackaged Software | Computer Software: Prepackaged Software |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- GLBE has outperformed APPF by 30.2 percentage points over the past year.
- AppFolio is more profitable, keeping 14.8 cents of every revenue dollar as net income versus 7.1 cents for Global-E Online.
- Global-E Online grew revenue faster in its latest fiscal year (+27.82% vs +19.72%).
About AppFolio
APPF stock →AppFolio, Inc., together with its subsidiaries, provides cloud-based platform for the real estate industry in the United States. The company provides a cloud-based platform that assist with accounting, reporting, marketing, leasing, maintenance, workflow automation, and communication services.
Technology · Computer Software: Prepackaged Software · 1,702 employees
About Global-E Online
GLBE stock →Global-E Online Ltd., together with its subsidiaries, provides direct-to-consumer cross-border e-commerce platform in Israel, the United Kingdom, the United States, and internationally. Its platform enables international shoppers to buy online, and merchants to sell from and to worldwide.
Technology · Computer Software: Prepackaged Software · 1,219 employees
APPF vs GLBE FAQ
Which is bigger, AppFolio or Global-E Online?
AppFolio (APPF) is larger, with a market capitalization of $6.98B compared with $6.54B for Global-E Online (GLBE).
Which stock has performed better over the past year, APPF or GLBE?
GLBE returned +12.39% over the past 12 months, compared with -17.76% for APPF (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, APPF or GLBE?
GLBE has the lower trailing P/E at 44.3, versus 45.1 for APPF. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Are AppFolio and Global-E Online in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.