Summary Verdict
APPF: 2—ORCL: 3wins
Rule of 40
33.4APPF
41.9ORCL
check_circleORCL leads
Revenue Growth
21.5%APPF
17.6%ORCL
check_circleAPPF leads
Gross Margin
86%APPF
37%ORCL
check_circleAPPF leads
FCF Margin
11.9%APPF
24.2%ORCL
check_circleORCL leads
Operating Margin
16.6%APPF
30.2%ORCL
check_circleORCL leads
NRR
—APPF
—ORCL
Metric
Rule of 40Efficiency score
APPF
33.4
ORCL
41.9check_circle
Revenue GrowthYoY
APPF
21.5%check_circle
ORCL
17.6%
Gross Margin% of revenue
APPF
86%check_circle
ORCL
37%
FCF MarginFree cash flow
APPF
11.9%
ORCL
24.2%check_circle
Operating MarginGAAP
APPF
16.6%
ORCL
30.2%check_circle
NRRNet retention
APPF
N/A
ORCL
N/A
EV / RevenueValuation multiple
APPF
N/A
ORCL
N/A
Market CapUSD
APPF
N/A
ORCL
N/A
ARR GrowthYoY
APPF
N/A
ORCL
N/A
CAC PaybackMonths to recover
APPF
N/A
ORCL
N/A
Advertisement
insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at N/A EV/Revenue versus ORACLE CORP at N/A. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to ORACLE CORP's 41.9, placing ORACLE CORP ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% vs ORACLE CORP 37%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.