Summary Verdict
APPF: 4—BL: 1wins
Rule of 40
33.4APPF
29.5BL
check_circleAPPF leads
Revenue Growth
21.5%APPF
7.2%BL
check_circleAPPF leads
Gross Margin
86%APPF
75%BL
check_circleAPPF leads
FCF Margin
11.9%APPF
22.3%BL
check_circleBL leads
Operating Margin
16.6%APPF
3.6%BL
check_circleAPPF leads
NRR
—APPF
—BL
Metric
Rule of 40Efficiency score
APPF
33.4check_circle
BL
29.5
Revenue GrowthYoY
APPF
21.5%check_circle
BL
7.2%
Gross Margin% of revenue
APPF
86%check_circle
BL
75%
FCF MarginFree cash flow
APPF
11.9%
BL
22.3%check_circle
Operating MarginGAAP
APPF
16.6%check_circle
BL
3.6%
NRRNet retention
APPF
N/A
BL
N/A
EV / RevenueValuation multiple
APPF
N/A
BL
N/A
Market CapUSD
APPF
N/A
BL
N/A
ARR GrowthYoY
APPF
N/A
BL
N/A
CAC PaybackMonths to recover
APPF
N/A
BL
N/A
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insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at N/A EV/Revenue versus BLACKLINE, INC. at N/A. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to BLACKLINE, INC.'s 29.5, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% vs BLACKLINE, INC. 75%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.