AppFolio, Inc. vs ServiceTitan, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
APPF: 3—TTAN: 2wins
Rule of 40
40.6APPF
46.4TTAN
check_circleTTAN leads
Revenue Growth
29.5%APPF
36.4%TTAN
check_circleTTAN leads
Gross Margin
87%APPF
71%TTAN
check_circleAPPF leads
FCF Margin
11.2%APPF
10.0%TTAN
check_circleAPPF leads
Operating Margin
17.4%APPF
-12.4%TTAN
check_circleAPPF leads
NRR
—APPF
—TTAN
Metric
Rule of 40Efficiency score
APPF
40.6
TTAN
46.4check_circle
Revenue GrowthYoY
APPF
29.5%
TTAN
36.4%check_circle
Gross Margin% of revenue
APPF
87%check_circle
TTAN
71%
FCF MarginFree cash flow
APPF
11.2%check_circle
TTAN
10.0%
Operating MarginGAAP
APPF
17.4%check_circle
TTAN
-12.4%
NRRNet retention
APPF
N/A
TTAN
N/A
EV / RevenueValuation multiple
APPF
7.3x
TTAN
4.5xcheck_circle
Market CapUSD
APPF
$7.4Bcheck_circle
TTAN
$5.2B
ARR GrowthYoY
APPF
N/A
TTAN
N/A
CAC PaybackMonths to recover
APPF
N/A
TTAN
N/A
insights
Analysis
As of Q2 2026, AppFolio, Inc. trades at 7.3x EV/Revenue versus ServiceTitan, Inc. at 4.5x. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to ServiceTitan, Inc.'s 46.4, placing ServiceTitan, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 87% vs ServiceTitan, Inc. 71%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.