Did anybody look into APPF?

AppFolio, Inc. provides industry-specific cloud-based software solutions for small and medium-sized businesses in the property management and legal industries. The numbers look attractive, with quarterly Rev growth = 32.2%, ROE = ~21%, EV/R = ~11. Its growth margin is a bit low = ~50%. The stock has recovered little from the sell-off in the past 4 months.

If you have looked into this company, I would like to know your opinion.


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Bought some last year when it was rec’d in Hidden Gems. Hasn’t moved much price-wise but turned in two excellent quarters so I’m holding while it keeps growing.