AppFolio, Inc. vs SailPoint, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
Summary Verdict
APPF: 5—SAIL: 0wins
Rule of 40
40.6APPF
28.8SAIL
check_circleAPPF leads
Revenue Growth
29.5%APPF
22.7%SAIL
check_circleAPPF leads
Gross Margin
87%APPF
64%SAIL
check_circleAPPF leads
FCF Margin
11.2%APPF
6.1%SAIL
check_circleAPPF leads
Operating Margin
17.4%APPF
-32.9%SAIL
check_circleAPPF leads
NRR
—APPF
—SAIL
Metric
Rule of 40Efficiency score
APPF
40.6check_circle
SAIL
28.8
Revenue GrowthYoY
APPF
29.5%check_circle
SAIL
22.7%
Gross Margin% of revenue
APPF
87%check_circle
SAIL
64%
FCF MarginFree cash flow
APPF
11.2%check_circle
SAIL
6.1%
Operating MarginGAAP
APPF
17.4%check_circle
SAIL
-32.9%
NRRNet retention
APPF
N/A
SAIL
N/A
EV / RevenueValuation multiple
APPF
7.5x
SAIL
N/A
Market CapUSD
APPF
$7.7B
SAIL
N/A
ARR GrowthYoY
APPF
N/A
SAIL
N/A
CAC PaybackMonths to recover
APPF
N/A
SAIL
N/A
insights
Analysis
As of Q2 2026, AppFolio, Inc. trades at 7.5x EV/Revenue versus SailPoint, Inc. at N/A. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to SailPoint, Inc.'s 28.8, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 87% vs SailPoint, Inc. 64%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.