analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
EA: 2—APPF: 3wins
Rule of 40
28.0EA
46.3APPF
check_circleAPPF leads
Revenue Growth
1.1%EA
21.5%APPF
check_circleAPPF leads
Gross Margin
77%EA
84%APPF
check_circleAPPF leads
FCF Margin
26.9%EA
24.8%APPF
check_circleEA leads
Operating Margin
19.9%EA
15.8%APPF
check_circleEA leads
NRR
—EA
—APPF
Metric
Rule of 40Efficiency score
EA
28.0
APPF
46.3check_circle
Revenue GrowthYoY
EA
1.1%
APPF
21.5%check_circle
Gross Margin% of revenue
EA
77%
APPF
84%check_circle
FCF MarginFree cash flow
EA
26.9%check_circle
APPF
24.8%
Operating MarginGAAP
EA
19.9%check_circle
APPF
15.8%
NRRNet retention
EA
N/A
APPF
N/A
EV / RevenueValuation multiple
EA
5.9xcheck_circle
APPF
6.3x
Market CapUSD
EA
$50.7Bcheck_circle
APPF
$6.1B
ARR GrowthYoY
EA
N/A
APPF
N/A
CAC PaybackMonths to recover
EA
N/A
APPF
N/A
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insights
Analysis
As of Q4 2025, ELECTRONIC ARTS INC. trades at 5.9x EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, ELECTRONIC ARTS INC. scores 28.0 compared to AppFolio, Inc.'s 46.3, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at ELECTRONIC ARTS INC. 77% 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.