AppFolio, Inc. vs SailPoint, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
Summary Verdict
APPF: 4—SAIL: 1wins
Rule of 40
33.4APPF
28.8SAIL
check_circleAPPF leads
Revenue Growth
21.5%APPF
22.7%SAIL
check_circleSAIL leads
Gross Margin
86%APPF
64%SAIL
check_circleAPPF leads
FCF Margin
11.9%APPF
6.1%SAIL
check_circleAPPF leads
Operating Margin
16.6%APPF
-32.9%SAIL
check_circleAPPF leads
NRR
—APPF
—SAIL
Metric
Rule of 40Efficiency score
APPF
33.4check_circle
SAIL
28.8
Revenue GrowthYoY
APPF
21.5%
SAIL
22.7%check_circle
Gross Margin% of revenue
APPF
86%check_circle
SAIL
64%
FCF MarginFree cash flow
APPF
11.9%check_circle
SAIL
6.1%
Operating MarginGAAP
APPF
16.6%check_circle
SAIL
-32.9%
NRRNet retention
APPF
N/A
SAIL
N/A
EV / RevenueValuation multiple
APPF
6.7x
SAIL
N/A
Market CapUSD
APPF
$6.4B
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 Q1 2026, AppFolio, Inc. trades at 6.7x EV/Revenue versus SailPoint, Inc. at N/A. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to SailPoint, Inc.'s 28.8, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% 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.