analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
GENVR: 4—APPF: 1wins
Rule of 40
49.4GENVR
46.3APPF
check_circleGENVR leads
Revenue Growth
23.8%GENVR
21.5%APPF
check_circleGENVR leads
Gross Margin
67%GENVR
84%APPF
check_circleAPPF leads
FCF Margin
25.6%GENVR
24.8%APPF
check_circleGENVR leads
Operating Margin
34.2%GENVR
15.8%APPF
check_circleGENVR leads
NRR
—GENVR
—APPF
Metric
Rule of 40Efficiency score
GENVR
49.4check_circle
APPF
46.3
Revenue GrowthYoY
GENVR
23.8%check_circle
APPF
21.5%
Gross Margin% of revenue
GENVR
67%
APPF
84%check_circle
FCF MarginFree cash flow
GENVR
25.6%check_circle
APPF
24.8%
Operating MarginGAAP
GENVR
34.2%check_circle
APPF
15.8%
NRRNet retention
GENVR
N/A
APPF
N/A
EV / RevenueValuation multiple
GENVR
1.7xcheck_circle
APPF
6.3x
Market CapUSD
GENVR
$242.3M
APPF
$6.1Bcheck_circle
ARR GrowthYoY
GENVR
N/A
APPF
N/A
CAC PaybackMonths to recover
GENVR
N/A
APPF
N/A
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insights
Analysis
As of Q1 2026, Gen Digital Inc. trades at 1.7x 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.