analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
INTU: 2—APPF: 3wins
Rule of 40
128.7INTU
46.3APPF
check_circleINTU leads
Revenue Growth
110.3%INTU
21.5%APPF
check_circleINTU leads
Gross Margin
61%INTU
84%APPF
check_circleAPPF leads
FCF Margin
18.4%INTU
24.8%APPF
check_circleAPPF leads
Operating Margin
12.7%INTU
15.8%APPF
check_circleAPPF leads
NRR
—INTU
—APPF
Metric
Rule of 40Efficiency score
INTU
128.7check_circle
APPF
46.3
Revenue GrowthYoY
INTU
110.3%check_circle
APPF
21.5%
Gross Margin% of revenue
INTU
61%
APPF
84%check_circle
FCF MarginFree cash flow
INTU
18.4%
APPF
24.8%check_circle
Operating MarginGAAP
INTU
12.7%
APPF
15.8%check_circle
NRRNet retention
INTU
N/A
APPF
N/A
EV / RevenueValuation multiple
INTU
5.6xcheck_circle
APPF
6.3x
Market CapUSD
INTU
$109.5Bcheck_circle
APPF
$6.1B
ARR GrowthYoY
INTU
N/A
APPF
N/A
CAC PaybackMonths to recover
INTU
N/A
APPF
N/A
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insights
Analysis
As of Q1 2026, INTUIT INC. trades at 5.6x EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, INTUIT INC. scores 128.7 compared to AppFolio, Inc.'s 46.3, placing INTUIT INC. ahead in operating efficiency. Gross margins stand at INTUIT INC. 61% 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.