AppFolio, Inc. vs Cerence Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
Summary Verdict
APPF: 4—CRNC: 1wins
Rule of 40
40.6APPF
8.0CRNC
check_circleAPPF leads
Revenue Growth
29.5%APPF
-3.6%CRNC
check_circleAPPF leads
Gross Margin
87%APPF
79%CRNC
check_circleAPPF leads
FCF Margin
11.2%APPF
11.6%CRNC
check_circleCRNC leads
Operating Margin
17.4%APPF
13.5%CRNC
check_circleAPPF leads
NRR
—APPF
—CRNC
Metric
Rule of 40Efficiency score
APPF
40.6check_circle
CRNC
8.0
Revenue GrowthYoY
APPF
29.5%check_circle
CRNC
-3.6%
Gross Margin% of revenue
APPF
87%check_circle
CRNC
79%
FCF MarginFree cash flow
APPF
11.2%
CRNC
11.6%check_circle
Operating MarginGAAP
APPF
17.4%check_circle
CRNC
13.5%
NRRNet retention
APPF
N/A
CRNC
N/A
EV / RevenueValuation multiple
APPF
6.3x
CRNC
N/A
Market CapUSD
APPF
$6.4B
CRNC
N/A
ARR GrowthYoY
APPF
N/A
CRNC
N/A
CAC PaybackMonths to recover
APPF
N/A
CRNC
N/A
insights
Analysis
As of Q2 2026, AppFolio, Inc. trades at 6.3x EV/Revenue versus Cerence Inc. at N/A. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to Cerence Inc.'s 8.0, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 87% vs Cerence Inc. 79%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.