Summary Verdict
APPF: 3—NRDS: 2wins
Rule of 40
33.4APPF
33.3NRDS
check_circleAPPF leads
Revenue Growth
21.5%APPF
21.2%NRDS
check_circleAPPF leads
Gross Margin
86%APPF
92%NRDS
check_circleNRDS leads
FCF Margin
11.9%APPF
12.1%NRDS
check_circleNRDS leads
Operating Margin
16.6%APPF
8.8%NRDS
check_circleAPPF leads
NRR
—APPF
—NRDS
Metric
Rule of 40Efficiency score
APPF
33.4check_circle
NRDS
33.3
Revenue GrowthYoY
APPF
21.5%check_circle
NRDS
21.2%
Gross Margin% of revenue
APPF
86%
NRDS
92%check_circle
FCF MarginFree cash flow
APPF
11.9%
NRDS
12.1%check_circle
Operating MarginGAAP
APPF
16.6%check_circle
NRDS
8.8%
NRRNet retention
APPF
N/A
NRDS
N/A
EV / RevenueValuation multiple
APPF
N/A
NRDS
N/A
Market CapUSD
APPF
N/A
NRDS
N/A
ARR GrowthYoY
APPF
N/A
NRDS
N/A
CAC PaybackMonths to recover
APPF
N/A
NRDS
N/A
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insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at N/A EV/Revenue versus NERDWALLET, INC. at N/A. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to NERDWALLET, INC.'s 33.3, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% vs NERDWALLET, INC. 92%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.