AppFolio, Inc. vs INTUIT INC.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
APPF: 1—INTU: 4wins
Rule of 40
33.4APPF
162.0INTU
check_circleINTU leads
Revenue Growth
21.5%APPF
157.9%INTU
check_circleINTU leads
Gross Margin
86%APPF
99%INTU
check_circleINTU leads
FCF Margin
11.9%APPF
4.0%INTU
check_circleAPPF leads
Operating Margin
16.6%APPF
36.7%INTU
check_circleINTU leads
NRR
—APPF
—INTU
Metric
Rule of 40Efficiency score
APPF
33.4
INTU
162.0check_circle
Revenue GrowthYoY
APPF
21.5%
INTU
157.9%check_circle
Gross Margin% of revenue
APPF
86%
INTU
99%check_circle
FCF MarginFree cash flow
APPF
11.9%check_circle
INTU
4.0%
Operating MarginGAAP
APPF
16.6%
INTU
36.7%check_circle
NRRNet retention
APPF
N/A
INTU
N/A
EV / RevenueValuation multiple
APPF
6.7x
INTU
3.3xcheck_circle
Market CapUSD
APPF
$6.4B
INTU
$79.6Bcheck_circle
ARR GrowthYoY
APPF
N/A
INTU
N/A
CAC PaybackMonths to recover
APPF
N/A
INTU
N/A
insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at 6.7x EV/Revenue versus INTUIT INC. at 3.3x. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to INTUIT INC.'s 162.0, placing INTUIT INC. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% vs INTUIT INC. 99%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.