Summary Verdict
APPF: 4—BLKB: 1wins
Rule of 40
33.4APPF
8.7BLKB
check_circleAPPF leads
Revenue Growth
21.5%APPF
-3.4%BLKB
check_circleAPPF leads
Gross Margin
86%APPF
59%BLKB
check_circleAPPF leads
FCF Margin
11.9%APPF
12.1%BLKB
check_circleBLKB leads
Operating Margin
16.6%APPF
16.5%BLKB
check_circleAPPF leads
NRR
—APPF
—BLKB
Metric
Rule of 40Efficiency score
APPF
33.4check_circle
BLKB
8.7
Revenue GrowthYoY
APPF
21.5%check_circle
BLKB
-3.4%
Gross Margin% of revenue
APPF
86%check_circle
BLKB
59%
FCF MarginFree cash flow
APPF
11.9%
BLKB
12.1%check_circle
Operating MarginGAAP
APPF
16.6%check_circle
BLKB
16.5%
NRRNet retention
APPF
N/A
BLKB
N/A
EV / RevenueValuation multiple
APPF
N/A
BLKB
N/A
Market CapUSD
APPF
N/A
BLKB
N/A
ARR GrowthYoY
APPF
N/A
BLKB
N/A
CAC PaybackMonths to recover
APPF
N/A
BLKB
N/A
Advertisement
insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at N/A EV/Revenue versus BLACKBAUD INC at N/A. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to BLACKBAUD INC's 8.7, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% vs BLACKBAUD INC 59%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.