AppFolio, Inc. vs ELECTRONIC ARTS INC.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
APPF: 4—EA: 1wins
Rule of 40
40.6APPF
34.5EA
check_circleAPPF leads
Revenue Growth
29.5%APPF
0.9%EA
check_circleAPPF leads
Gross Margin
87%APPF
79%EA
check_circleAPPF leads
FCF Margin
11.2%APPF
33.6%EA
check_circleEA leads
Operating Margin
17.4%APPF
15.4%EA
check_circleAPPF leads
NRR
—APPF
—EA
Metric
Rule of 40Efficiency score
APPF
40.6check_circle
EA
34.5
Revenue GrowthYoY
APPF
29.5%check_circle
EA
0.9%
Gross Margin% of revenue
APPF
87%check_circle
EA
79%
FCF MarginFree cash flow
APPF
11.2%
EA
33.6%check_circle
Operating MarginGAAP
APPF
17.4%check_circle
EA
15.4%
NRRNet retention
APPF
N/A
EA
N/A
EV / RevenueValuation multiple
APPF
6.3x
EA
6.0xcheck_circle
Market CapUSD
APPF
$6.4B
EA
$50.3Bcheck_circle
ARR GrowthYoY
APPF
N/A
EA
N/A
CAC PaybackMonths to recover
APPF
N/A
EA
N/A
insights
Analysis
As of Q2 2026, AppFolio, Inc. trades at 6.3x EV/Revenue versus ELECTRONIC ARTS INC. at 6.0x. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to ELECTRONIC ARTS INC.'s 34.5, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 87% vs ELECTRONIC ARTS 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.