analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
DH: 0—APPF: 5wins
Rule of 40
11.1DH
46.3APPF
check_circleAPPF leads
Revenue Growth
-4.2%DH
21.5%APPF
check_circleAPPF leads
Gross Margin
76%DH
84%APPF
check_circleAPPF leads
FCF Margin
15.3%DH
24.8%APPF
check_circleAPPF leads
Operating Margin
-92.9%DH
15.8%APPF
check_circleAPPF leads
NRR
—DH
—APPF
Metric
Rule of 40Efficiency score
DH
11.1
APPF
46.3check_circle
Revenue GrowthYoY
DH
-4.2%
APPF
21.5%check_circle
Gross Margin% of revenue
DH
76%
APPF
84%check_circle
FCF MarginFree cash flow
DH
15.3%
APPF
24.8%check_circle
Operating MarginGAAP
DH
-92.9%
APPF
15.8%check_circle
NRRNet retention
DH
N/A
APPF
N/A
EV / RevenueValuation multiple
DH
N/A
APPF
6.3x
Market CapUSD
DH
N/A
APPF
$6.1B
ARR GrowthYoY
DH
N/A
APPF
N/A
CAC PaybackMonths to recover
DH
N/A
APPF
N/A
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Analysis
As of Q4 2025, Definitive Healthcare Corp. trades at N/A EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, Definitive Healthcare Corp. scores 11.1 compared to AppFolio, Inc.'s 46.3, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at Definitive Healthcare Corp. 76% vs AppFolio, Inc. 84%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.