analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ACIW: 1—APPF: 4wins
Rule of 40
24.2ACIW
33.4APPF
check_circleAPPF leads
Revenue Growth
6.9%ACIW
21.5%APPF
check_circleAPPF leads
Gross Margin
47%ACIW
86%APPF
check_circleAPPF leads
FCF Margin
17.3%ACIW
11.9%APPF
check_circleACIW leads
Operating Margin
16.4%ACIW
16.6%APPF
check_circleAPPF leads
NRR
—ACIW
—APPF
Metric
Rule of 40Efficiency score
ACIW
24.2
APPF
33.4check_circle
Revenue GrowthYoY
ACIW
6.9%
APPF
21.5%check_circle
Gross Margin% of revenue
ACIW
47%
APPF
86%check_circle
FCF MarginFree cash flow
ACIW
17.3%check_circle
APPF
11.9%
Operating MarginGAAP
ACIW
16.4%
APPF
16.6%check_circle
NRRNet retention
ACIW
N/A
APPF
N/A
EV / RevenueValuation multiple
ACIW
3.0xcheck_circle
APPF
6.2x
Market CapUSD
ACIW
$4.4B
APPF
$6.0Bcheck_circle
ARR GrowthYoY
ACIW
N/A
APPF
N/A
CAC PaybackMonths to recover
ACIW
N/A
APPF
N/A
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insights
Analysis
As of Q1 2026, ACI WORLDWIDE, INC. trades at 3.0x EV/Revenue versus AppFolio, Inc. at 6.2x. On the Rule of 40, ACI WORLDWIDE, INC. scores 24.2 compared to AppFolio, Inc.'s 33.4, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at ACI WORLDWIDE, INC. 47% vs AppFolio, Inc. 86%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.