analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
GEN: 4—APPF: 1wins
Rule of 40
49.4GEN
46.3APPF
check_circleGEN leads
Revenue Growth
23.8%GEN
21.5%APPF
check_circleGEN leads
Gross Margin
67%GEN
84%APPF
check_circleAPPF leads
FCF Margin
25.6%GEN
24.8%APPF
check_circleGEN leads
Operating Margin
34.2%GEN
15.8%APPF
check_circleGEN leads
NRR
—GEN
—APPF
Metric
Rule of 40Efficiency score
GEN
49.4check_circle
APPF
46.3
Revenue GrowthYoY
GEN
23.8%check_circle
APPF
21.5%
Gross Margin% of revenue
GEN
67%
APPF
84%check_circle
FCF MarginFree cash flow
GEN
25.6%check_circle
APPF
24.8%
Operating MarginGAAP
GEN
34.2%check_circle
APPF
15.8%
NRRNet retention
GEN
N/A
APPF
N/A
EV / RevenueValuation multiple
GEN
4.1xcheck_circle
APPF
6.3x
Market CapUSD
GEN
$11.5Bcheck_circle
APPF
$6.1B
ARR GrowthYoY
GEN
N/A
APPF
N/A
CAC PaybackMonths to recover
GEN
N/A
APPF
N/A
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insights
Analysis
As of Q1 2026, Gen Digital Inc. trades at 4.1x EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, Gen Digital Inc. scores 49.4 compared to AppFolio, Inc.'s 46.3, placing Gen Digital Inc. ahead in operating efficiency. Gross margins stand at Gen Digital Inc. 67% 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.