Summary Verdict
APPF: 5—U: 0wins
Rule of 40
33.4APPF
4.4U
check_circleAPPF leads
Revenue Growth
21.5%APPF
2.3%U
check_circleAPPF leads
Gross Margin
86%APPF
62%U
check_circleAPPF leads
FCF Margin
11.9%APPF
2.1%U
check_circleAPPF leads
Operating Margin
16.6%APPF
-39.0%U
check_circleAPPF leads
NRR
—APPF
—U
Metric
Rule of 40Efficiency score
APPF
33.4check_circle
U
4.4
Revenue GrowthYoY
APPF
21.5%check_circle
U
2.3%
Gross Margin% of revenue
APPF
86%check_circle
U
62%
FCF MarginFree cash flow
APPF
11.9%check_circle
U
2.1%
Operating MarginGAAP
APPF
16.6%check_circle
U
-39.0%
NRRNet retention
APPF
N/A
U
N/A
EV / RevenueValuation multiple
APPF
N/A
U
N/A
Market CapUSD
APPF
N/A
U
N/A
ARR GrowthYoY
APPF
N/A
U
N/A
CAC PaybackMonths to recover
APPF
N/A
U
N/A
Advertisement
insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at N/A EV/Revenue versus Unity Software Inc. at N/A. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to Unity Software Inc.'s 4.4, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% vs Unity Software Inc. 62%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.