analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
APLD: 2—EGHT: 3wins
Rule of 40
124.2APLD
8.5EGHT
check_circleAPLD leads
Revenue Growth
171.1%APLD
0.1%EGHT
check_circleAPLD leads
Gross Margin
3%APLD
67%EGHT
check_circleEGHT leads
FCF Margin
-46.9%APLD
8.4%EGHT
check_circleEGHT leads
Operating Margin
-4.5%APLD
2.1%EGHT
check_circleEGHT leads
NRR
—APLD
—EGHT
Metric
Rule of 40Efficiency score
APLD
124.2check_circle
EGHT
8.5
Revenue GrowthYoY
APLD
171.1%check_circle
EGHT
0.1%
Gross Margin% of revenue
APLD
3%
EGHT
67%check_circle
FCF MarginFree cash flow
APLD
-46.9%
EGHT
8.4%check_circle
Operating MarginGAAP
APLD
-4.5%
EGHT
2.1%check_circle
NRRNet retention
APLD
N/A
EGHT
N/A
EV / RevenueValuation multiple
APLD
27.0x
EGHT
0.8xcheck_circle
Market CapUSD
APLD
$10.0Bcheck_circle
EGHT
$266.1M
ARR GrowthYoY
APLD
N/A
EGHT
N/A
CAC PaybackMonths to recover
APLD
N/A
EGHT
N/A
Advertisement
insights
Analysis
As of Q1 2026, Applied Digital Corp. trades at 27.0x EV/Revenue versus 8X8 INC /DE/ at 0.8x. On the Rule of 40, Applied Digital Corp. scores 124.2 compared to 8X8 INC /DE/'s 8.5, placing Applied Digital Corp. ahead in operating efficiency. Gross margins stand at Applied Digital Corp. 3% vs 8X8 INC /DE/ 67%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.