Summary Verdict
AI: 0—APPF: 5wins
Rule of 40
-19.2AI
46.3APPF
check_circleAPPF leads
Revenue Growth
-4.2%AI
21.5%APPF
check_circleAPPF leads
Gross Margin
79%AI
84%APPF
check_circleAPPF leads
FCF Margin
-14.9%AI
24.8%APPF
check_circleAPPF leads
Operating Margin
-109.1%AI
15.8%APPF
check_circleAPPF leads
NRR
—AI
—APPF
Metric
Rule of 40Efficiency score
AI
-19.2
APPF
46.3check_circle
Revenue GrowthYoY
AI
-4.2%
APPF
21.5%check_circle
Gross Margin% of revenue
AI
79%
APPF
84%check_circle
FCF MarginFree cash flow
AI
-14.9%
APPF
24.8%check_circle
Operating MarginGAAP
AI
-109.1%
APPF
15.8%check_circle
NRRNet retention
AI
N/A
APPF
N/A
EV / RevenueValuation multiple
AI
3.6xcheck_circle
APPF
6.3x
Market CapUSD
AI
$1.2B
APPF
$6.1Bcheck_circle
ARR GrowthYoY
AI
N/A
APPF
N/A
CAC PaybackMonths to recover
AI
N/A
APPF
N/A
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Analysis
As of Q1 2026, C3.ai, Inc. trades at 3.6x EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, C3.ai, Inc. scores -19.2 compared to AppFolio, Inc.'s 46.3, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at C3.ai, Inc. 79% 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.