analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
APLD: 2—ACIW: 3wins
Rule of 40
118.6APLD
24.2ACIW
check_circleAPLD leads
Revenue Growth
171.1%APLD
6.9%ACIW
check_circleAPLD leads
Gross Margin
1%APLD
47%ACIW
check_circleACIW leads
FCF Margin
-52.5%APLD
17.3%ACIW
check_circleACIW leads
Operating Margin
-42.6%APLD
16.4%ACIW
check_circleACIW leads
NRR
—APLD
—ACIW
Metric
Rule of 40Efficiency score
APLD
118.6check_circle
ACIW
24.2
Revenue GrowthYoY
APLD
171.1%check_circle
ACIW
6.9%
Gross Margin% of revenue
APLD
1%
ACIW
47%check_circle
FCF MarginFree cash flow
APLD
-52.5%
ACIW
17.3%check_circle
Operating MarginGAAP
APLD
-42.6%
ACIW
16.4%check_circle
NRRNet retention
APLD
N/A
ACIW
N/A
EV / RevenueValuation multiple
APLD
30.6x
ACIW
3.0xcheck_circle
Market CapUSD
APLD
$11.3Bcheck_circle
ACIW
$4.4B
ARR GrowthYoY
APLD
N/A
ACIW
N/A
CAC PaybackMonths to recover
APLD
N/A
ACIW
N/A
Advertisement
insights
Analysis
As of Q1 2026, Applied Digital Corp. trades at 30.6x EV/Revenue versus ACI WORLDWIDE, INC. at 3.0x. On the Rule of 40, Applied Digital Corp. scores 118.6 compared to ACI WORLDWIDE, INC.'s 24.2, placing Applied Digital Corp. ahead in operating efficiency. Gross margins stand at Applied Digital Corp. 1% vs ACI WORLDWIDE, INC. 47%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.