AppFolio, Inc. vs CADENCE DESIGN SYSTEMS INC
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
APPF: 2—CDNS: 3wins
Rule of 40
40.6APPF
37.7CDNS
check_circleAPPF leads
Revenue Growth
29.5%APPF
14.9%CDNS
check_circleAPPF leads
Gross Margin
87%APPF
99%CDNS
check_circleCDNS leads
FCF Margin
11.2%APPF
22.8%CDNS
check_circleCDNS leads
Operating Margin
17.4%APPF
27.4%CDNS
check_circleCDNS leads
NRR
—APPF
—CDNS
Metric
Rule of 40Efficiency score
APPF
40.6check_circle
CDNS
37.7
Revenue GrowthYoY
APPF
29.5%check_circle
CDNS
14.9%
Gross Margin% of revenue
APPF
87%
CDNS
99%check_circle
FCF MarginFree cash flow
APPF
11.2%
CDNS
22.8%check_circle
Operating MarginGAAP
APPF
17.4%
CDNS
27.4%check_circle
NRRNet retention
APPF
N/A
CDNS
N/A
EV / RevenueValuation multiple
APPF
6.3x
CDNS
N/A
Market CapUSD
APPF
$6.4B
CDNS
N/A
ARR GrowthYoY
APPF
N/A
CDNS
N/A
CAC PaybackMonths to recover
APPF
N/A
CDNS
N/A
insights
Analysis
As of Q2 2026, AppFolio, Inc. trades at 6.3x EV/Revenue versus CADENCE DESIGN SYSTEMS INC at N/A. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to CADENCE DESIGN SYSTEMS INC's 37.7, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 87% vs CADENCE DESIGN SYSTEMS INC 99%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.