analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
APPF: 1—CDNS: 4wins
Rule of 40
33.4APPF
37.7CDNS
check_circleCDNS leads
Revenue Growth
21.5%APPF
14.9%CDNS
check_circleAPPF leads
Gross Margin
86%APPF
99%CDNS
check_circleCDNS leads
FCF Margin
11.9%APPF
22.8%CDNS
check_circleCDNS leads
Operating Margin
16.6%APPF
27.4%CDNS
check_circleCDNS leads
NRR
—APPF
—CDNS
Metric
Rule of 40Efficiency score
APPF
33.4
CDNS
37.7check_circle
Revenue GrowthYoY
APPF
21.5%check_circle
CDNS
14.9%
Gross Margin% of revenue
APPF
86%
CDNS
99%check_circle
FCF MarginFree cash flow
APPF
11.9%
CDNS
22.8%check_circle
Operating MarginGAAP
APPF
16.6%
CDNS
27.4%check_circle
NRRNet retention
APPF
N/A
CDNS
N/A
EV / RevenueValuation multiple
APPF
N/A
CDNS
N/A
Market CapUSD
APPF
N/A
CDNS
N/A
ARR GrowthYoY
APPF
N/A
CDNS
N/A
CAC PaybackMonths to recover
APPF
N/A
CDNS
N/A
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insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at N/A EV/Revenue versus CADENCE DESIGN SYSTEMS INC at N/A. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to CADENCE DESIGN SYSTEMS INC's 37.7, placing CADENCE DESIGN SYSTEMS INC ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% vs CADENCE DESIGN SYSTEMS INC 99%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.