AppFolio, Inc. vs Definitive Healthcare Corp.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
APPF: 4—DH: 1wins
Rule of 40
40.6APPF
16.4DH
check_circleAPPF leads
Revenue Growth
29.5%APPF
-8.0%DH
check_circleAPPF leads
Gross Margin
87%APPF
75%DH
check_circleAPPF leads
FCF Margin
11.2%APPF
24.4%DH
check_circleDH leads
Operating Margin
17.4%APPF
-95.3%DH
check_circleAPPF leads
NRR
—APPF
—DH
Metric
Rule of 40Efficiency score
APPF
40.6check_circle
DH
16.4
Revenue GrowthYoY
APPF
29.5%check_circle
DH
-8.0%
Gross Margin% of revenue
APPF
87%check_circle
DH
75%
FCF MarginFree cash flow
APPF
11.2%
DH
24.4%check_circle
Operating MarginGAAP
APPF
17.4%check_circle
DH
-95.3%
NRRNet retention
APPF
N/A
DH
N/A
EV / RevenueValuation multiple
APPF
7.3x
DH
0.7xcheck_circle
Market CapUSD
APPF
$7.4Bcheck_circle
DH
$110.8M
ARR GrowthYoY
APPF
N/A
DH
N/A
CAC PaybackMonths to recover
APPF
N/A
DH
N/A
insights
Analysis
As of Q2 2026, AppFolio, Inc. trades at 7.3x EV/Revenue versus Definitive Healthcare Corp. at 0.7x. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to Definitive Healthcare Corp.'s 16.4, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 87% vs Definitive Healthcare Corp. 75%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.