analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
APPF: 4—SEMR: 1wins
Rule of 40
33.4APPF
30.8SEMR
check_circleAPPF leads
Revenue Growth
21.5%APPF
17.7%SEMR
check_circleAPPF leads
Gross Margin
86%APPF
81%SEMR
check_circleAPPF leads
FCF Margin
11.9%APPF
13.0%SEMR
check_circleSEMR leads
Operating Margin
16.6%APPF
-5.1%SEMR
check_circleAPPF leads
NRR
—APPF
—SEMR
Metric
Rule of 40Efficiency score
APPF
33.4check_circle
SEMR
30.8
Revenue GrowthYoY
APPF
21.5%check_circle
SEMR
17.7%
Gross Margin% of revenue
APPF
86%check_circle
SEMR
81%
FCF MarginFree cash flow
APPF
11.9%
SEMR
13.0%check_circle
Operating MarginGAAP
APPF
16.6%check_circle
SEMR
-5.1%
NRRNet retention
APPF
N/A
SEMR
N/A
EV / RevenueValuation multiple
APPF
N/A
SEMR
3.5x
Market CapUSD
APPF
N/A
SEMR
$1.8B
ARR GrowthYoY
APPF
N/A
SEMR
N/A
CAC PaybackMonths to recover
APPF
N/A
SEMR
N/A
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Analysis
As of Q1 2026, AppFolio, Inc. trades at N/A EV/Revenue versus SEMrush Holdings, Inc. at 3.5x. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to SEMrush Holdings, Inc.'s 30.8, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% vs SEMrush Holdings, Inc. 81%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.