AppFolio, Inc. vs Navan, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
Summary Verdict
APPF: 4—NAVN: 1wins
Rule of 40
40.6APPF
39.4NAVN
check_circleAPPF leads
Revenue Growth
29.5%APPF
34.8%NAVN
check_circleNAVN leads
Gross Margin
87%APPF
72%NAVN
check_circleAPPF leads
FCF Margin
11.2%APPF
4.5%NAVN
check_circleAPPF leads
Operating Margin
17.4%APPF
-18.3%NAVN
check_circleAPPF leads
NRR
—APPF
—NAVN
Metric
Rule of 40Efficiency score
APPF
40.6check_circle
NAVN
39.4
Revenue GrowthYoY
APPF
29.5%
NAVN
34.8%check_circle
Gross Margin% of revenue
APPF
87%check_circle
NAVN
72%
FCF MarginFree cash flow
APPF
11.2%check_circle
NAVN
4.5%
Operating MarginGAAP
APPF
17.4%check_circle
NAVN
-18.3%
NRRNet retention
APPF
N/A
NAVN
N/A
EV / RevenueValuation multiple
APPF
6.3xcheck_circle
NAVN
9.4x
Market CapUSD
APPF
$6.4Bcheck_circle
NAVN
$6.4B
ARR GrowthYoY
APPF
N/A
NAVN
N/A
CAC PaybackMonths to recover
APPF
N/A
NAVN
N/A
insights
Analysis
As of Q2 2026, AppFolio, Inc. trades at 6.3x EV/Revenue versus Navan, Inc. at 9.4x. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to Navan, Inc.'s 39.4, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 87% vs Navan, Inc. 72%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.