Summary Verdict
APPF: 3—RBRK: 2wins
Rule of 40
33.4APPF
53.9RBRK
check_circleRBRK leads
Revenue Growth
21.5%APPF
49.5%RBRK
check_circleRBRK leads
Gross Margin
86%APPF
80%RBRK
check_circleAPPF leads
FCF Margin
11.9%APPF
4.4%RBRK
check_circleAPPF leads
Operating Margin
16.6%APPF
-23.8%RBRK
check_circleAPPF leads
NRR
—APPF
—RBRK
Metric
Rule of 40Efficiency score
APPF
33.4
RBRK
53.9check_circle
Revenue GrowthYoY
APPF
21.5%
RBRK
49.5%check_circle
Gross Margin% of revenue
APPF
86%check_circle
RBRK
80%
FCF MarginFree cash flow
APPF
11.9%check_circle
RBRK
4.4%
Operating MarginGAAP
APPF
16.6%check_circle
RBRK
-23.8%
NRRNet retention
APPF
N/A
RBRK
N/A
EV / RevenueValuation multiple
APPF
N/A
RBRK
N/A
Market CapUSD
APPF
N/A
RBRK
N/A
ARR GrowthYoY
APPF
N/A
RBRK
N/A
CAC PaybackMonths to recover
APPF
N/A
RBRK
N/A
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insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at N/A EV/Revenue versus Rubrik, Inc. at N/A. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to Rubrik, Inc.'s 53.9, placing Rubrik, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% vs Rubrik, Inc. 80%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.