Summary Verdict
APPF: 3—NAVN: 2wins
Rule of 40
33.4APPF
39.4NAVN
check_circleNAVN leads
Revenue Growth
21.5%APPF
34.8%NAVN
check_circleNAVN leads
Gross Margin
86%APPF
72%NAVN
check_circleAPPF leads
FCF Margin
11.9%APPF
4.5%NAVN
check_circleAPPF leads
Operating Margin
16.6%APPF
-18.3%NAVN
check_circleAPPF leads
NRR
—APPF
—NAVN
Metric
Rule of 40Efficiency score
APPF
33.4
NAVN
39.4check_circle
Revenue GrowthYoY
APPF
21.5%
NAVN
34.8%check_circle
Gross Margin% of revenue
APPF
86%check_circle
NAVN
72%
FCF MarginFree cash flow
APPF
11.9%check_circle
NAVN
4.5%
Operating MarginGAAP
APPF
16.6%check_circle
NAVN
-18.3%
NRRNet retention
APPF
N/A
NAVN
N/A
EV / RevenueValuation multiple
APPF
N/A
NAVN
N/A
Market CapUSD
APPF
N/A
NAVN
N/A
ARR GrowthYoY
APPF
N/A
NAVN
N/A
CAC PaybackMonths to recover
APPF
N/A
NAVN
N/A
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insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at N/A EV/Revenue versus Navan, Inc. at N/A. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to Navan, Inc.'s 39.4, placing Navan, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% 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.