AppFolio, Inc. vs UiPath, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
APPF: 4—PATH: 1wins
Rule of 40
40.6APPF
34.1PATH
check_circleAPPF leads
Revenue Growth
29.5%APPF
8.3%PATH
check_circleAPPF leads
Gross Margin
87%APPF
82%PATH
check_circleAPPF leads
FCF Margin
11.2%APPF
25.8%PATH
check_circlePATH leads
Operating Margin
17.4%APPF
0.3%PATH
check_circleAPPF leads
NRR
—APPF
—PATH
Metric
Rule of 40Efficiency score
APPF
40.6check_circle
PATH
34.1
Revenue GrowthYoY
APPF
29.5%check_circle
PATH
8.3%
Gross Margin% of revenue
APPF
87%check_circle
PATH
82%
FCF MarginFree cash flow
APPF
11.2%
PATH
25.8%check_circle
Operating MarginGAAP
APPF
17.4%check_circle
PATH
0.3%
NRRNet retention
APPF
N/A
PATH
N/A
EV / RevenueValuation multiple
APPF
6.3x
PATH
3.8xcheck_circle
Market CapUSD
APPF
$6.4B
PATH
$6.8Bcheck_circle
ARR GrowthYoY
APPF
N/A
PATH
N/A
CAC PaybackMonths to recover
APPF
N/A
PATH
N/A
insights
Analysis
As of Q2 2026, AppFolio, Inc. trades at 6.3x EV/Revenue versus UiPath, Inc. at 3.8x. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to UiPath, Inc.'s 34.1, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 87% 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.