Autodesk, Inc. vs AppFolio, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q3 2026
Summary Verdict
ADSK: 4—APPF: 1wins
Rule of 40
58.5ADSK
40.6APPF
check_circleADSK leads
Revenue Growth
23.9%ADSK
29.5%APPF
check_circleAPPF leads
Gross Margin
91%ADSK
87%APPF
check_circleADSK leads
FCF Margin
34.7%ADSK
11.2%APPF
check_circleADSK leads
Operating Margin
27.0%ADSK
17.4%APPF
check_circleADSK leads
NRR
—ADSK
—APPF
Metric
Rule of 40Efficiency score
ADSK
58.5check_circle
APPF
40.6
Revenue GrowthYoY
ADSK
23.9%
APPF
29.5%check_circle
Gross Margin% of revenue
ADSK
91%check_circle
APPF
87%
FCF MarginFree cash flow
ADSK
34.7%check_circle
APPF
11.2%
Operating MarginGAAP
ADSK
27.0%check_circle
APPF
17.4%
NRRNet retention
ADSK
N/A
APPF
N/A
EV / RevenueValuation multiple
ADSK
6.0xcheck_circle
APPF
7.3x
Market CapUSD
ADSK
$44.8Bcheck_circle
APPF
$7.4B
ARR GrowthYoY
ADSK
N/A
APPF
N/A
CAC PaybackMonths to recover
ADSK
N/A
APPF
N/A
insights
Analysis
As of Q3 2026, Autodesk, Inc. trades at 6.0x EV/Revenue versus AppFolio, Inc. at 7.3x. On the Rule of 40, Autodesk, Inc. scores 58.5 compared to AppFolio, Inc.'s 40.6, placing Autodesk, Inc. ahead in operating efficiency. Gross margins stand at Autodesk, Inc. 91% 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.