AppFolio, Inc. vs Silvaco Group, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
APPF: 5—SVCO: 0wins
Rule of 40
40.6APPF
-10.8SVCO
check_circleAPPF leads
Revenue Growth
29.5%APPF
11.1%SVCO
check_circleAPPF leads
Gross Margin
87%APPF
81%SVCO
check_circleAPPF leads
FCF Margin
11.2%APPF
-21.9%SVCO
check_circleAPPF leads
Operating Margin
17.4%APPF
-44.0%SVCO
check_circleAPPF leads
NRR
—APPF
—SVCO
Metric
Rule of 40Efficiency score
APPF
40.6check_circle
SVCO
-10.8
Revenue GrowthYoY
APPF
29.5%check_circle
SVCO
11.1%
Gross Margin% of revenue
APPF
87%check_circle
SVCO
81%
FCF MarginFree cash flow
APPF
11.2%check_circle
SVCO
-21.9%
Operating MarginGAAP
APPF
17.4%check_circle
SVCO
-44.0%
NRRNet retention
APPF
N/A
SVCO
N/A
EV / RevenueValuation multiple
APPF
7.3x
SVCO
N/A
Market CapUSD
APPF
$7.4B
SVCO
N/A
ARR GrowthYoY
APPF
N/A
SVCO
N/A
CAC PaybackMonths to recover
APPF
N/A
SVCO
N/A
insights
Analysis
As of Q2 2026, AppFolio, Inc. trades at 7.3x EV/Revenue versus Silvaco Group, Inc. at N/A. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to Silvaco Group, Inc.'s -10.8, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 87% vs Silvaco Group, 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.