analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
ADP: 1—APPF: 4wins
Rule of 40
33.4ADP
46.3APPF
check_circleAPPF leads
Revenue Growth
10.1%ADP
21.5%APPF
check_circleAPPF leads
Gross Margin
6%ADP
84%APPF
check_circleAPPF leads
FCF Margin
23.4%ADP
24.8%APPF
check_circleAPPF leads
Operating Margin
25.1%ADP
15.8%APPF
check_circleADP leads
NRR
—ADP
—APPF
Metric
Rule of 40Efficiency score
ADP
33.4
APPF
46.3check_circle
Revenue GrowthYoY
ADP
10.1%
APPF
21.5%check_circle
Gross Margin% of revenue
ADP
6%
APPF
84%check_circle
FCF MarginFree cash flow
ADP
23.4%
APPF
24.8%check_circle
Operating MarginGAAP
ADP
25.1%check_circle
APPF
15.8%
NRRNet retention
ADP
N/A
APPF
N/A
EV / RevenueValuation multiple
ADP
3.6xcheck_circle
APPF
6.3x
Market CapUSD
ADP
$79.1Bcheck_circle
APPF
$6.1B
ARR GrowthYoY
ADP
N/A
APPF
N/A
CAC PaybackMonths to recover
ADP
N/A
APPF
N/A
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insights
Analysis
As of Q4 2025, AUTOMATIC DATA PROCESSING INC trades at 3.6x EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, AUTOMATIC DATA PROCESSING INC scores 33.4 compared to AppFolio, Inc.'s 46.3, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AUTOMATIC DATA PROCESSING INC 6% vs AppFolio, Inc. 84%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.