AppFolio, Inc. vs ORACLE CORP
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
APPF: 3—ORCL: 2wins
Rule of 40
40.6APPF
32.8ORCL
check_circleAPPF leads
Revenue Growth
29.5%APPF
8.6%ORCL
check_circleAPPF leads
Gross Margin
87%APPF
37%ORCL
check_circleAPPF leads
FCF Margin
11.2%APPF
24.2%ORCL
check_circleORCL leads
Operating Margin
17.4%APPF
30.2%ORCL
check_circleORCL leads
NRR
—APPF
—ORCL
Metric
Rule of 40Efficiency score
APPF
40.6check_circle
ORCL
32.8
Revenue GrowthYoY
APPF
29.5%check_circle
ORCL
8.6%
Gross Margin% of revenue
APPF
87%check_circle
ORCL
37%
FCF MarginFree cash flow
APPF
11.2%
ORCL
24.2%check_circle
Operating MarginGAAP
APPF
17.4%
ORCL
30.2%check_circle
NRRNet retention
APPF
N/A
ORCL
N/A
EV / RevenueValuation multiple
APPF
6.3x
ORCL
5.5xcheck_circle
Market CapUSD
APPF
$6.4B
ORCL
$374.1Bcheck_circle
ARR GrowthYoY
APPF
N/A
ORCL
N/A
CAC PaybackMonths to recover
APPF
N/A
ORCL
N/A
insights
Analysis
As of Q2 2026, AppFolio, Inc. trades at 6.3x EV/Revenue versus ORACLE CORP at 5.5x. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to ORACLE CORP's 32.8, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 87% 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.