AppFolio, Inc. vs Roblox Corp
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
APPF: 1—RBLX: 4wins
Rule of 40
33.4APPF
62.9RBLX
check_circleRBLX leads
Revenue Growth
21.5%APPF
36.5%RBLX
check_circleRBLX leads
Gross Margin
86%APPF
92%RBLX
check_circleRBLX leads
FCF Margin
11.9%APPF
26.4%RBLX
check_circleRBLX leads
Operating Margin
16.6%APPF
-23.8%RBLX
check_circleAPPF leads
NRR
—APPF
—RBLX
Metric
Rule of 40Efficiency score
APPF
33.4
RBLX
62.9check_circle
Revenue GrowthYoY
APPF
21.5%
RBLX
36.5%check_circle
Gross Margin% of revenue
APPF
86%
RBLX
92%check_circle
FCF MarginFree cash flow
APPF
11.9%
RBLX
26.4%check_circle
Operating MarginGAAP
APPF
16.6%check_circle
RBLX
-23.8%
NRRNet retention
APPF
N/A
RBLX
N/A
EV / RevenueValuation multiple
APPF
6.7xcheck_circle
RBLX
7.6x
Market CapUSD
APPF
$6.4B
RBLX
$37.0Bcheck_circle
ARR GrowthYoY
APPF
N/A
RBLX
N/A
CAC PaybackMonths to recover
APPF
N/A
RBLX
N/A
insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at 6.7x EV/Revenue versus Roblox Corp at 7.6x. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to Roblox Corp's 62.9, placing Roblox Corp ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% 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.