analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
APPF: 3—EA: 2wins
Rule of 40
33.4APPF
34.5EA
check_circleEA leads
Revenue Growth
21.5%APPF
0.9%EA
check_circleAPPF leads
Gross Margin
86%APPF
79%EA
check_circleAPPF leads
FCF Margin
11.9%APPF
33.6%EA
check_circleEA leads
Operating Margin
16.6%APPF
15.4%EA
check_circleAPPF leads
NRR
—APPF
—EA
Metric
Rule of 40Efficiency score
APPF
33.4
EA
34.5check_circle
Revenue GrowthYoY
APPF
21.5%check_circle
EA
0.9%
Gross Margin% of revenue
APPF
86%check_circle
EA
79%
FCF MarginFree cash flow
APPF
11.9%
EA
33.6%check_circle
Operating MarginGAAP
APPF
16.6%check_circle
EA
15.4%
NRRNet retention
APPF
N/A
EA
N/A
EV / RevenueValuation multiple
APPF
N/A
EA
6.0x
Market CapUSD
APPF
N/A
EA
$50.3B
ARR GrowthYoY
APPF
N/A
EA
N/A
CAC PaybackMonths to recover
APPF
N/A
EA
N/A
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insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at N/A EV/Revenue versus ELECTRONIC ARTS INC. at 6.0x. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to ELECTRONIC ARTS INC.'s 34.5, placing ELECTRONIC ARTS INC. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% vs ELECTRONIC ARTS 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.