Summary Verdict
APPF: 3—DOCU: 2wins
Rule of 40
33.4APPF
37.9DOCU
check_circleDOCU leads
Revenue Growth
21.5%APPF
7.9%DOCU
check_circleAPPF leads
Gross Margin
86%APPF
79%DOCU
check_circleAPPF leads
FCF Margin
11.9%APPF
30.0%DOCU
check_circleDOCU leads
Operating Margin
16.6%APPF
10.0%DOCU
check_circleAPPF leads
NRR
—APPF
—DOCU
Metric
Rule of 40Efficiency score
APPF
33.4
DOCU
37.9check_circle
Revenue GrowthYoY
APPF
21.5%check_circle
DOCU
7.9%
Gross Margin% of revenue
APPF
86%check_circle
DOCU
79%
FCF MarginFree cash flow
APPF
11.9%
DOCU
30.0%check_circle
Operating MarginGAAP
APPF
16.6%check_circle
DOCU
10.0%
NRRNet retention
APPF
N/A
DOCU
N/A
EV / RevenueValuation multiple
APPF
N/A
DOCU
N/A
Market CapUSD
APPF
N/A
DOCU
N/A
ARR GrowthYoY
APPF
N/A
DOCU
N/A
CAC PaybackMonths to recover
APPF
N/A
DOCU
N/A
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insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at N/A EV/Revenue versus DOCUSIGN, INC. at N/A. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to DOCUSIGN, INC.'s 37.9, placing DOCUSIGN, INC. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% vs DOCUSIGN, 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.