Summary Verdict
APPF: 5—CRNC: 0wins
Rule of 40
33.4APPF
8.0CRNC
check_circleAPPF leads
Revenue Growth
21.5%APPF
-3.6%CRNC
check_circleAPPF leads
Gross Margin
86%APPF
79%CRNC
check_circleAPPF leads
FCF Margin
11.9%APPF
11.6%CRNC
check_circleAPPF leads
Operating Margin
16.6%APPF
13.5%CRNC
check_circleAPPF leads
NRR
—APPF
—CRNC
Metric
Rule of 40Efficiency score
APPF
33.4check_circle
CRNC
8.0
Revenue GrowthYoY
APPF
21.5%check_circle
CRNC
-3.6%
Gross Margin% of revenue
APPF
86%check_circle
CRNC
79%
FCF MarginFree cash flow
APPF
11.9%check_circle
CRNC
11.6%
Operating MarginGAAP
APPF
16.6%check_circle
CRNC
13.5%
NRRNet retention
APPF
N/A
CRNC
N/A
EV / RevenueValuation multiple
APPF
N/A
CRNC
N/A
Market CapUSD
APPF
N/A
CRNC
N/A
ARR GrowthYoY
APPF
N/A
CRNC
N/A
CAC PaybackMonths to recover
APPF
N/A
CRNC
N/A
Advertisement
insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at N/A EV/Revenue versus Cerence Inc. at N/A. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to Cerence Inc.'s 8.0, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% vs Cerence Inc. 79%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.