analyticsVertical SaaS
Data as of Q3 2025
Summary Verdict
ACIW: 3—APLD: 2wins
Rule of 40
26.4ACIW
124.2APLD
check_circleAPLD leads
Revenue Growth
8.5%ACIW
171.1%APLD
check_circleAPLD leads
Gross Margin
50%ACIW
3%APLD
check_circleACIW leads
FCF Margin
17.9%ACIW
-46.9%APLD
check_circleACIW leads
Operating Margin
19.1%ACIW
-4.5%APLD
check_circleACIW leads
NRR
—ACIW
—APLD
Metric
Rule of 40Efficiency score
ACIW
26.4
APLD
124.2check_circle
Revenue GrowthYoY
ACIW
8.5%
APLD
171.1%check_circle
Gross Margin% of revenue
ACIW
50%check_circle
APLD
3%
FCF MarginFree cash flow
ACIW
17.9%check_circle
APLD
-46.9%
Operating MarginGAAP
ACIW
19.1%check_circle
APLD
-4.5%
NRRNet retention
ACIW
N/A
APLD
N/A
EV / RevenueValuation multiple
ACIW
2.9xcheck_circle
APLD
27.0x
Market CapUSD
ACIW
$4.4B
APLD
$10.0Bcheck_circle
ARR GrowthYoY
ACIW
N/A
APLD
N/A
CAC PaybackMonths to recover
ACIW
N/A
APLD
N/A
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insights
Analysis
As of Q3 2025, ACI WORLDWIDE, INC. trades at 2.9x EV/Revenue versus Applied Digital Corp. at 27.0x. On the Rule of 40, ACI WORLDWIDE, INC. scores 26.4 compared to Applied Digital Corp.'s 124.2, placing Applied Digital Corp. ahead in operating efficiency. Gross margins stand at ACI WORLDWIDE, INC. 50% vs Applied Digital Corp. 3%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.