Summary Verdict
APPF: 5—SVCO: 0wins
Rule of 40
33.4APPF
-18.4SVCO
check_circleAPPF leads
Revenue Growth
21.5%APPF
4.8%SVCO
check_circleAPPF leads
Gross Margin
86%APPF
79%SVCO
check_circleAPPF leads
FCF Margin
11.9%APPF
-23.2%SVCO
check_circleAPPF leads
Operating Margin
16.6%APPF
-71.6%SVCO
check_circleAPPF leads
NRR
—APPF
—SVCO
Metric
Rule of 40Efficiency score
APPF
33.4check_circle
SVCO
-18.4
Revenue GrowthYoY
APPF
21.5%check_circle
SVCO
4.8%
Gross Margin% of revenue
APPF
86%check_circle
SVCO
79%
FCF MarginFree cash flow
APPF
11.9%check_circle
SVCO
-23.2%
Operating MarginGAAP
APPF
16.6%check_circle
SVCO
-71.6%
NRRNet retention
APPF
N/A
SVCO
N/A
EV / RevenueValuation multiple
APPF
N/A
SVCO
N/A
Market CapUSD
APPF
N/A
SVCO
N/A
ARR GrowthYoY
APPF
N/A
SVCO
N/A
CAC PaybackMonths to recover
APPF
N/A
SVCO
N/A
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insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at N/A EV/Revenue versus Silvaco Group, Inc. at N/A. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to Silvaco Group, Inc.'s -18.4, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% vs Silvaco Group, Inc. 79%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.