analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
INTU: 4—APPF: 1wins
Rule of 40
162.0INTU
33.4APPF
check_circleINTU leads
Revenue Growth
157.9%INTU
21.5%APPF
check_circleINTU leads
Gross Margin
99%INTU
86%APPF
check_circleINTU leads
FCF Margin
4.0%INTU
11.9%APPF
check_circleAPPF leads
Operating Margin
36.7%INTU
16.6%APPF
check_circleINTU leads
NRR
—INTU
—APPF
Metric
Rule of 40Efficiency score
INTU
162.0check_circle
APPF
33.4
Revenue GrowthYoY
INTU
157.9%check_circle
APPF
21.5%
Gross Margin% of revenue
INTU
99%check_circle
APPF
86%
FCF MarginFree cash flow
INTU
4.0%
APPF
11.9%check_circle
Operating MarginGAAP
INTU
36.7%check_circle
APPF
16.6%
NRRNet retention
INTU
N/A
APPF
N/A
EV / RevenueValuation multiple
INTU
3.4xcheck_circle
APPF
6.2x
Market CapUSD
INTU
$81.2Bcheck_circle
APPF
$6.0B
ARR GrowthYoY
INTU
N/A
APPF
N/A
CAC PaybackMonths to recover
INTU
N/A
APPF
N/A
Advertisement
insights
Analysis
As of Q2 2026, INTUIT INC. trades at 3.4x EV/Revenue versus AppFolio, Inc. at 6.2x. On the Rule of 40, INTUIT INC. scores 162.0 compared to AppFolio, Inc.'s 33.4, placing INTUIT INC. ahead in operating efficiency. Gross margins stand at INTUIT INC. 99% vs AppFolio, Inc. 86%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.