C3.ai, Inc. vs AppFolio, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
Summary Verdict
AI: 0—APPF: 5wins
Rule of 40
-53.3AI
33.4APPF
check_circleAPPF leads
Revenue Growth
-23.6%AI
21.5%APPF
check_circleAPPF leads
Gross Margin
42%AI
86%APPF
check_circleAPPF leads
FCF Margin
-29.7%AI
11.9%APPF
check_circleAPPF leads
Operating Margin
-156.3%AI
16.6%APPF
check_circleAPPF leads
NRR
—AI
—APPF
Metric
Rule of 40Efficiency score
AI
-53.3
APPF
33.4check_circle
Revenue GrowthYoY
AI
-23.6%
APPF
21.5%check_circle
Gross Margin% of revenue
AI
42%
APPF
86%check_circle
FCF MarginFree cash flow
AI
-29.7%
APPF
11.9%check_circle
Operating MarginGAAP
AI
-156.3%
APPF
16.6%check_circle
NRRNet retention
AI
N/A
APPF
N/A
EV / RevenueValuation multiple
AI
N/A
APPF
6.7x
Market CapUSD
AI
N/A
APPF
$6.4B
ARR GrowthYoY
AI
N/A
APPF
N/A
CAC PaybackMonths to recover
AI
N/A
APPF
N/A
insights
Analysis
As of Q1 2026, C3.ai, Inc. trades at N/A EV/Revenue versus AppFolio, Inc. at 6.7x. On the Rule of 40, C3.ai, Inc. scores -53.3 compared to AppFolio, Inc.'s 33.4, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at C3.ai, Inc. 42% vs AppFolio, Inc. 86%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.