Summary Verdict
APPF: 5—CMRC: 0wins
Rule of 40
33.4APPF
13.9CMRC
check_circleAPPF leads
Revenue Growth
21.5%APPF
2.0%CMRC
check_circleAPPF leads
Gross Margin
86%APPF
78%CMRC
check_circleAPPF leads
FCF Margin
11.9%APPF
11.9%CMRC
check_circleAPPF leads
Operating Margin
16.6%APPF
-1.1%CMRC
check_circleAPPF leads
NRR
—APPF
—CMRC
Metric
Rule of 40Efficiency score
APPF
33.4check_circle
CMRC
13.9
Revenue GrowthYoY
APPF
21.5%check_circle
CMRC
2.0%
Gross Margin% of revenue
APPF
86%check_circle
CMRC
78%
FCF MarginFree cash flow
APPF
11.9%check_circle
CMRC
11.9%
Operating MarginGAAP
APPF
16.6%check_circle
CMRC
-1.1%
NRRNet retention
APPF
N/A
CMRC
N/A
EV / RevenueValuation multiple
APPF
N/A
CMRC
N/A
Market CapUSD
APPF
N/A
CMRC
N/A
ARR GrowthYoY
APPF
N/A
CMRC
N/A
CAC PaybackMonths to recover
APPF
N/A
CMRC
N/A
Advertisement
insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at N/A EV/Revenue versus Commerce.com, Inc. at N/A. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to Commerce.com, Inc.'s 13.9, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% vs Commerce.com, Inc. 78%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.