AppFolio, Inc. vs BigBear.ai Holdings, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
APPF: 5—BBAI: 0wins
Rule of 40
40.6APPF
-51.2BBAI
check_circleAPPF leads
Revenue Growth
29.5%APPF
-13.6%BBAI
check_circleAPPF leads
Gross Margin
87%APPF
29%BBAI
check_circleAPPF leads
FCF Margin
11.2%APPF
-37.6%BBAI
check_circleAPPF leads
Operating Margin
17.4%APPF
-120.6%BBAI
check_circleAPPF leads
NRR
—APPF
—BBAI
Metric
Rule of 40Efficiency score
APPF
40.6check_circle
BBAI
-51.2
Revenue GrowthYoY
APPF
29.5%check_circle
BBAI
-13.6%
Gross Margin% of revenue
APPF
87%check_circle
BBAI
29%
FCF MarginFree cash flow
APPF
11.2%check_circle
BBAI
-37.6%
Operating MarginGAAP
APPF
17.4%check_circle
BBAI
-120.6%
NRRNet retention
APPF
N/A
BBAI
N/A
EV / RevenueValuation multiple
APPF
6.3xcheck_circle
BBAI
10.4x
Market CapUSD
APPF
$6.4Bcheck_circle
BBAI
$1.3B
ARR GrowthYoY
APPF
N/A
BBAI
N/A
CAC PaybackMonths to recover
APPF
N/A
BBAI
N/A
insights
Analysis
As of Q2 2026, AppFolio, Inc. trades at 6.3x EV/Revenue versus BigBear.ai Holdings, Inc. at 10.4x. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to BigBear.ai Holdings, Inc.'s -51.2, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 87% vs BigBear.ai Holdings, Inc. 29%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.