C3.ai, Inc. vs AppFolio, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
Summary Verdict
AI: 0—APPF: 5wins
Rule of 40
-48.4AI
40.6APPF
check_circleAPPF leads
Revenue Growth
-35.5%AI
29.5%APPF
check_circleAPPF leads
Gross Margin
33%AI
87%APPF
check_circleAPPF leads
FCF Margin
-12.9%AI
11.2%APPF
check_circleAPPF leads
Operating Margin
-189.4%AI
17.4%APPF
check_circleAPPF leads
NRR
—AI
—APPF
Metric
Rule of 40Efficiency score
AI
-48.4
APPF
40.6check_circle
Revenue GrowthYoY
AI
-35.5%
APPF
29.5%check_circle
Gross Margin% of revenue
AI
33%
APPF
87%check_circle
FCF MarginFree cash flow
AI
-12.9%
APPF
11.2%check_circle
Operating MarginGAAP
AI
-189.4%
APPF
17.4%check_circle
NRRNet retention
AI
N/A
APPF
N/A
EV / RevenueValuation multiple
AI
N/A
APPF
7.3x
Market CapUSD
AI
N/A
APPF
$7.5B
ARR GrowthYoY
AI
N/A
APPF
N/A
CAC PaybackMonths to recover
AI
N/A
APPF
N/A
insights
Analysis
As of Q3 2026, C3.ai, Inc. trades at N/A EV/Revenue versus AppFolio, Inc. at 7.3x. On the Rule of 40, C3.ai, Inc. scores -48.4 compared to AppFolio, Inc.'s 40.6, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at C3.ai, Inc. 33% 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.