AppFolio, Inc. vs Rubrik, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
APPF: 3—RBRK: 2wins
Rule of 40
40.6APPF
53.9RBRK
check_circleRBRK leads
Revenue Growth
29.5%APPF
49.5%RBRK
check_circleRBRK leads
Gross Margin
87%APPF
80%RBRK
check_circleAPPF leads
FCF Margin
11.2%APPF
4.4%RBRK
check_circleAPPF leads
Operating Margin
17.4%APPF
-23.8%RBRK
check_circleAPPF leads
NRR
—APPF
—RBRK
Metric
Rule of 40Efficiency score
APPF
40.6
RBRK
53.9check_circle
Revenue GrowthYoY
APPF
29.5%
RBRK
49.5%check_circle
Gross Margin% of revenue
APPF
87%check_circle
RBRK
80%
FCF MarginFree cash flow
APPF
11.2%check_circle
RBRK
4.4%
Operating MarginGAAP
APPF
17.4%check_circle
RBRK
-23.8%
NRRNet retention
APPF
N/A
RBRK
N/A
EV / RevenueValuation multiple
APPF
6.3xcheck_circle
RBRK
11.3x
Market CapUSD
APPF
$6.4B
RBRK
$14.9Bcheck_circle
ARR GrowthYoY
APPF
N/A
RBRK
N/A
CAC PaybackMonths to recover
APPF
N/A
RBRK
N/A
insights
Analysis
As of Q2 2026, AppFolio, Inc. trades at 6.3x EV/Revenue versus Rubrik, Inc. at 11.3x. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to Rubrik, Inc.'s 53.9, placing Rubrik, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 87% 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.