analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
APLD: 2—ACIW: 3wins
Rule of 40
124.2APLD
28.0ACIW
check_circleAPLD leads
Revenue Growth
171.1%APLD
10.4%ACIW
check_circleAPLD leads
Gross Margin
3%APLD
49%ACIW
check_circleACIW leads
FCF Margin
-46.9%APLD
17.6%ACIW
check_circleACIW leads
Operating Margin
-4.5%APLD
18.8%ACIW
check_circleACIW leads
NRR
—APLD
—ACIW
Metric
Rule of 40Efficiency score
APLD
124.2check_circle
ACIW
28.0
Revenue GrowthYoY
APLD
171.1%check_circle
ACIW
10.4%
Gross Margin% of revenue
APLD
3%
ACIW
49%check_circle
FCF MarginFree cash flow
APLD
-46.9%
ACIW
17.6%check_circle
Operating MarginGAAP
APLD
-4.5%
ACIW
18.8%check_circle
NRRNet retention
APLD
N/A
ACIW
N/A
EV / RevenueValuation multiple
APLD
27.0x
ACIW
N/A
Market CapUSD
APLD
$10.0B
ACIW
N/A
ARR GrowthYoY
APLD
N/A
ACIW
N/A
CAC PaybackMonths to recover
APLD
N/A
ACIW
N/A
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insights
Analysis
As of Q1 2026, Applied Digital Corp. trades at 27.0x EV/Revenue versus ACI WORLDWIDE, INC. at N/A. On the Rule of 40, Applied Digital Corp. scores 124.2 compared to ACI WORLDWIDE, INC.'s 28.0, placing Applied Digital Corp. ahead in operating efficiency. Gross margins stand at Applied Digital Corp. 3% vs ACI WORLDWIDE, INC. 49%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.