AppFolio, Inc. vs PTC INC.
Side-by-Side SaaS Metrics & Valuation Comparison
Summary Verdict
APPF: 2—PTC: 3wins
Rule of 40
40.6APPF
49.4PTC
check_circlePTC leads
Revenue Growth
29.5%APPF
17.6%PTC
check_circleAPPF leads
Gross Margin
87%APPF
83%PTC
check_circleAPPF leads
FCF Margin
11.2%APPF
31.7%PTC
check_circlePTC leads
Operating Margin
17.4%APPF
33.0%PTC
check_circlePTC leads
NRR
—APPF
—PTC
Metric
Rule of 40Efficiency score
APPF
40.6
PTC
49.4check_circle
Revenue GrowthYoY
APPF
29.5%check_circle
PTC
17.6%
Gross Margin% of revenue
APPF
87%check_circle
PTC
83%
FCF MarginFree cash flow
APPF
11.2%
PTC
31.7%check_circle
Operating MarginGAAP
APPF
17.4%
PTC
33.0%check_circle
NRRNet retention
APPF
N/A
PTC
N/A
EV / RevenueValuation multiple
APPF
6.3x
PTC
6.2xcheck_circle
Market CapUSD
APPF
$6.4B
PTC
$15.8Bcheck_circle
ARR GrowthYoY
APPF
N/A
PTC
N/A
CAC PaybackMonths to recover
APPF
N/A
PTC
N/A
insights
Analysis
As of Q2 2026, AppFolio, Inc. trades at 6.3x EV/Revenue versus PTC INC. at 6.2x. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to PTC INC.'s 49.4, placing PTC INC. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 87% vs PTC INC. 83%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.