analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
DDD: 0—APPF: 5wins
Rule of 40
-44.1DDD
33.4APPF
check_circleAPPF leads
Revenue Growth
-14.5%DDD
21.5%APPF
check_circleAPPF leads
Gross Margin
35%DDD
86%APPF
check_circleAPPF leads
FCF Margin
-29.6%DDD
11.9%APPF
check_circleAPPF leads
Operating Margin
-21.3%DDD
16.6%APPF
check_circleAPPF leads
NRR
—DDD
—APPF
Metric
Rule of 40Efficiency score
DDD
-44.1
APPF
33.4check_circle
Revenue GrowthYoY
DDD
-14.5%
APPF
21.5%check_circle
Gross Margin% of revenue
DDD
35%
APPF
86%check_circle
FCF MarginFree cash flow
DDD
-29.6%
APPF
11.9%check_circle
Operating MarginGAAP
DDD
-21.3%
APPF
16.6%check_circle
NRRNet retention
DDD
N/A
APPF
N/A
EV / RevenueValuation multiple
DDD
1.2xcheck_circle
APPF
6.2x
Market CapUSD
DDD
$427.6M
APPF
$6.0Bcheck_circle
ARR GrowthYoY
DDD
N/A
APPF
N/A
CAC PaybackMonths to recover
DDD
N/A
APPF
N/A
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insights
Analysis
As of Q1 2026, 3D SYSTEMS CORP trades at 1.2x EV/Revenue versus AppFolio, Inc. at 6.2x. On the Rule of 40, 3D SYSTEMS CORP scores -44.1 compared to AppFolio, Inc.'s 33.4, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at 3D SYSTEMS CORP 35% vs AppFolio, Inc. 86%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.