AUTOMATIC DATA PROCESSING INC vs AppFolio, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ADP: 2—APPF: 3wins
Rule of 40
26.1ADP
40.6APPF
check_circleAPPF leads
Revenue Growth
14.7%ADP
29.5%APPF
check_circleAPPF leads
Gross Margin
6%ADP
87%APPF
check_circleAPPF leads
FCF Margin
11.4%ADP
11.2%APPF
check_circleADP leads
Operating Margin
27.7%ADP
17.4%APPF
check_circleADP leads
NRR
—ADP
—APPF
Metric
Rule of 40Efficiency score
ADP
26.1
APPF
40.6check_circle
Revenue GrowthYoY
ADP
14.7%
APPF
29.5%check_circle
Gross Margin% of revenue
ADP
6%
APPF
87%check_circle
FCF MarginFree cash flow
ADP
11.4%check_circle
APPF
11.2%
Operating MarginGAAP
ADP
27.7%check_circle
APPF
17.4%
NRRNet retention
ADP
N/A
APPF
N/A
EV / RevenueValuation multiple
ADP
4.7xcheck_circle
APPF
6.3x
Market CapUSD
ADP
$106.5Bcheck_circle
APPF
$6.4B
ARR GrowthYoY
ADP
N/A
APPF
N/A
CAC PaybackMonths to recover
ADP
N/A
APPF
N/A
insights
Analysis
As of Q1 2026, AUTOMATIC DATA PROCESSING INC trades at 4.7x EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, AUTOMATIC DATA PROCESSING INC scores 26.1 compared to AppFolio, Inc.'s 40.6, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AUTOMATIC DATA PROCESSING INC 6% vs AppFolio, Inc. 87%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.