AppFolio, Inc. vs ORACLE CORP
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
APPF: 4—ORCL: 1wins
Rule of 40
40.6APPF
25.1ORCL
check_circleAPPF leads
Revenue Growth
29.5%APPF
17.6%ORCL
check_circleAPPF leads
Gross Margin
87%APPF
34%ORCL
check_circleAPPF leads
FCF Margin
11.2%APPF
7.4%ORCL
check_circleAPPF leads
Operating Margin
17.4%APPF
31.4%ORCL
check_circleORCL leads
NRR
—APPF
—ORCL
Metric
Rule of 40Efficiency score
APPF
40.6check_circle
ORCL
25.1
Revenue GrowthYoY
APPF
29.5%check_circle
ORCL
17.6%
Gross Margin% of revenue
APPF
87%check_circle
ORCL
34%
FCF MarginFree cash flow
APPF
11.2%check_circle
ORCL
7.4%
Operating MarginGAAP
APPF
17.4%
ORCL
31.4%check_circle
NRRNet retention
APPF
N/A
ORCL
N/A
EV / RevenueValuation multiple
APPF
7.3x
ORCL
6.3xcheck_circle
Market CapUSD
APPF
$7.4B
ORCL
$432.5Bcheck_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 7.3x EV/Revenue versus ORACLE CORP at 6.3x. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to ORACLE CORP's 25.1, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 87% vs ORACLE CORP 34%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.