analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
BBAI: 0—APPF: 5wins
Rule of 40
-52.6BBAI
46.3APPF
check_circleAPPF leads
Revenue Growth
-19.3%BBAI
21.5%APPF
check_circleAPPF leads
Gross Margin
22%BBAI
84%APPF
check_circleAPPF leads
FCF Margin
-33.3%BBAI
24.8%APPF
check_circleAPPF leads
Operating Margin
-167.5%BBAI
15.8%APPF
check_circleAPPF leads
NRR
—BBAI
—APPF
Metric
Rule of 40Efficiency score
BBAI
-52.6
APPF
46.3check_circle
Revenue GrowthYoY
BBAI
-19.3%
APPF
21.5%check_circle
Gross Margin% of revenue
BBAI
22%
APPF
84%check_circle
FCF MarginFree cash flow
BBAI
-33.3%
APPF
24.8%check_circle
Operating MarginGAAP
BBAI
-167.5%
APPF
15.8%check_circle
NRRNet retention
BBAI
N/A
APPF
N/A
EV / RevenueValuation multiple
BBAI
N/A
APPF
6.3x
Market CapUSD
BBAI
N/A
APPF
$6.1B
ARR GrowthYoY
BBAI
N/A
APPF
N/A
CAC PaybackMonths to recover
BBAI
N/A
APPF
N/A
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insights
Analysis
As of Q4 2025, BigBear.ai Holdings, Inc. trades at N/A EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, BigBear.ai Holdings, Inc. scores -52.6 compared to AppFolio, Inc.'s 46.3, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at BigBear.ai Holdings, Inc. 22% vs AppFolio, Inc. 84%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.