Summary Verdict
APPF: 3—PATH: 2wins
Rule of 40
33.4APPF
34.1PATH
check_circlePATH leads
Revenue Growth
21.5%APPF
8.3%PATH
check_circleAPPF leads
Gross Margin
86%APPF
82%PATH
check_circleAPPF leads
FCF Margin
11.9%APPF
25.8%PATH
check_circlePATH leads
Operating Margin
16.6%APPF
0.3%PATH
check_circleAPPF leads
NRR
—APPF
—PATH
Metric
Rule of 40Efficiency score
APPF
33.4
PATH
34.1check_circle
Revenue GrowthYoY
APPF
21.5%check_circle
PATH
8.3%
Gross Margin% of revenue
APPF
86%check_circle
PATH
82%
FCF MarginFree cash flow
APPF
11.9%
PATH
25.8%check_circle
Operating MarginGAAP
APPF
16.6%check_circle
PATH
0.3%
NRRNet retention
APPF
N/A
PATH
N/A
EV / RevenueValuation multiple
APPF
N/A
PATH
N/A
Market CapUSD
APPF
N/A
PATH
N/A
ARR GrowthYoY
APPF
N/A
PATH
N/A
CAC PaybackMonths to recover
APPF
N/A
PATH
N/A
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insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at N/A EV/Revenue versus UiPath, Inc. at N/A. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to UiPath, Inc.'s 34.1, placing UiPath, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% vs UiPath, Inc. 82%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.