AppFolio, Inc. vs GoodRx Holdings, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
APPF: 3—GDRX: 1wins
Rule of 40
40.6APPF
12.3GDRX
check_circleAPPF leads
Revenue Growth
29.5%APPF
0.5%GDRX
check_circleAPPF leads
Gross Margin
87%APPF
—GDRX
FCF Margin
11.2%APPF
11.8%GDRX
check_circleGDRX leads
Operating Margin
17.4%APPF
9.9%GDRX
check_circleAPPF leads
NRR
—APPF
—GDRX
Metric
Rule of 40Efficiency score
APPF
40.6check_circle
GDRX
12.3
Revenue GrowthYoY
APPF
29.5%check_circle
GDRX
0.5%
Gross Margin% of revenue
APPF
87%
GDRX
N/A
FCF MarginFree cash flow
APPF
11.2%
GDRX
11.8%check_circle
Operating MarginGAAP
APPF
17.4%check_circle
GDRX
9.9%
NRRNet retention
APPF
N/A
GDRX
N/A
EV / RevenueValuation multiple
APPF
6.3x
GDRX
N/A
Market CapUSD
APPF
$6.4B
GDRX
N/A
ARR GrowthYoY
APPF
N/A
GDRX
N/A
CAC PaybackMonths to recover
APPF
N/A
GDRX
N/A
insights
Analysis
As of Q2 2026, AppFolio, Inc. trades at 6.3x EV/Revenue versus GoodRx Holdings, Inc. at N/A. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to GoodRx Holdings, Inc.'s 12.3, placing AppFolio, Inc. ahead in operating efficiency.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.