AppFolio, Inc. vs Roblox Corp
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
APPF: 1—RBLX: 4wins
Rule of 40
40.6APPF
72.8RBLX
check_circleRBLX leads
Revenue Growth
29.5%APPF
48.6%RBLX
check_circleRBLX leads
Gross Margin
87%APPF
92%RBLX
check_circleRBLX leads
FCF Margin
11.2%APPF
24.2%RBLX
check_circleRBLX leads
Operating Margin
17.4%APPF
-21.3%RBLX
check_circleAPPF leads
NRR
—APPF
—RBLX
Metric
Rule of 40Efficiency score
APPF
40.6
RBLX
72.8check_circle
Revenue GrowthYoY
APPF
29.5%
RBLX
48.6%check_circle
Gross Margin% of revenue
APPF
87%
RBLX
92%check_circle
FCF MarginFree cash flow
APPF
11.2%
RBLX
24.2%check_circle
Operating MarginGAAP
APPF
17.4%check_circle
RBLX
-21.3%
NRRNet retention
APPF
N/A
RBLX
N/A
EV / RevenueValuation multiple
APPF
7.5x
RBLX
5.9xcheck_circle
Market CapUSD
APPF
$7.7B
RBLX
$30.9Bcheck_circle
ARR GrowthYoY
APPF
N/A
RBLX
N/A
CAC PaybackMonths to recover
APPF
N/A
RBLX
N/A
insights
Analysis
As of Q2 2026, AppFolio, Inc. trades at 7.5x EV/Revenue versus Roblox Corp at 5.9x. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to Roblox Corp's 72.8, placing Roblox Corp ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 87% vs Roblox Corp 92%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.