analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
APLD: 2—EGHT: 3wins
Rule of 40
118.6APLD
10.3EGHT
check_circleAPLD leads
Revenue Growth
171.1%APLD
2.0%EGHT
check_circleAPLD leads
Gross Margin
1%APLD
66%EGHT
check_circleEGHT leads
FCF Margin
-52.5%APLD
8.3%EGHT
check_circleEGHT leads
Operating Margin
-42.6%APLD
3.4%EGHT
check_circleEGHT leads
NRR
—APLD
—EGHT
Metric
Rule of 40Efficiency score
APLD
118.6check_circle
EGHT
10.3
Revenue GrowthYoY
APLD
171.1%check_circle
EGHT
2.0%
Gross Margin% of revenue
APLD
1%
EGHT
66%check_circle
FCF MarginFree cash flow
APLD
-52.5%
EGHT
8.3%check_circle
Operating MarginGAAP
APLD
-42.6%
EGHT
3.4%check_circle
NRRNet retention
APLD
N/A
EGHT
N/A
EV / RevenueValuation multiple
APLD
30.6x
EGHT
0.7xcheck_circle
Market CapUSD
APLD
$11.3Bcheck_circle
EGHT
$266.8M
ARR GrowthYoY
APLD
N/A
EGHT
N/A
CAC PaybackMonths to recover
APLD
N/A
EGHT
N/A
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Analysis
As of Q1 2026, Applied Digital Corp. trades at 30.6x EV/Revenue versus 8X8 INC /DE/ at 0.7x. On the Rule of 40, Applied Digital Corp. scores 118.6 compared to 8X8 INC /DE/'s 10.3, placing Applied Digital Corp. ahead in operating efficiency. Gross margins stand at Applied Digital Corp. 1% vs 8X8 INC /DE/ 66%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.