AppFolio, Inc. vs Via Transportation, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
APPF: 4—VIA: 1wins
Rule of 40
40.6APPF
35.4VIA
check_circleAPPF leads
Revenue Growth
29.5%APPF
42.1%VIA
check_circleVIA leads
Gross Margin
87%APPF
40%VIA
check_circleAPPF leads
FCF Margin
11.2%APPF
-6.8%VIA
check_circleAPPF leads
Operating Margin
17.4%APPF
-16.7%VIA
check_circleAPPF leads
NRR
—APPF
—VIA
Metric
Rule of 40Efficiency score
APPF
40.6check_circle
VIA
35.4
Revenue GrowthYoY
APPF
29.5%
VIA
42.1%check_circle
Gross Margin% of revenue
APPF
87%check_circle
VIA
40%
FCF MarginFree cash flow
APPF
11.2%check_circle
VIA
-6.8%
Operating MarginGAAP
APPF
17.4%check_circle
VIA
-16.7%
NRRNet retention
APPF
N/A
VIA
N/A
EV / RevenueValuation multiple
APPF
7.3x
VIA
N/A
Market CapUSD
APPF
$7.4B
VIA
N/A
ARR GrowthYoY
APPF
N/A
VIA
N/A
CAC PaybackMonths to recover
APPF
N/A
VIA
N/A
insights
Analysis
As of Q2 2026, AppFolio, Inc. trades at 7.3x EV/Revenue versus Via Transportation, Inc. at N/A. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to Via Transportation, Inc.'s 35.4, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 87% vs Via Transportation, Inc. 40%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.