AppFolio, Inc. vs SailPoint, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
Summary Verdict
APPF: 4—SAIL: 1wins
Rule of 40
40.6APPF
37.5SAIL
check_circleAPPF leads
Revenue Growth
29.5%APPF
31.8%SAIL
check_circleSAIL leads
Gross Margin
87%APPF
66%SAIL
check_circleAPPF leads
FCF Margin
11.2%APPF
5.7%SAIL
check_circleAPPF leads
Operating Margin
17.4%APPF
-19.5%SAIL
check_circleAPPF leads
NRR
—APPF
—SAIL
Metric
Rule of 40Efficiency score
APPF
40.6check_circle
SAIL
37.5
Revenue GrowthYoY
APPF
29.5%
SAIL
31.8%check_circle
Gross Margin% of revenue
APPF
87%check_circle
SAIL
66%
FCF MarginFree cash flow
APPF
11.2%check_circle
SAIL
5.7%
Operating MarginGAAP
APPF
17.4%check_circle
SAIL
-19.5%
NRRNet retention
APPF
N/A
SAIL
N/A
EV / RevenueValuation multiple
APPF
7.3x
SAIL
N/A
Market CapUSD
APPF
$7.5B
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 7.3x EV/Revenue versus SailPoint, Inc. at N/A. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to SailPoint, Inc.'s 37.5, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 87% vs SailPoint, Inc. 66%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.