AppFolio, Inc. vs INTUIT INC.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
APPF: 1—INTU: 4wins
Rule of 40
40.6APPF
162.0INTU
check_circleINTU leads
Revenue Growth
29.5%APPF
157.9%INTU
check_circleINTU leads
Gross Margin
87%APPF
99%INTU
check_circleINTU leads
FCF Margin
11.2%APPF
4.0%INTU
check_circleAPPF leads
Operating Margin
17.4%APPF
36.7%INTU
check_circleINTU leads
NRR
—APPF
—INTU
Metric
Rule of 40Efficiency score
APPF
40.6
INTU
162.0check_circle
Revenue GrowthYoY
APPF
29.5%
INTU
157.9%check_circle
Gross Margin% of revenue
APPF
87%
INTU
99%check_circle
FCF MarginFree cash flow
APPF
11.2%check_circle
INTU
4.0%
Operating MarginGAAP
APPF
17.4%
INTU
36.7%check_circle
NRRNet retention
APPF
N/A
INTU
N/A
EV / RevenueValuation multiple
APPF
7.5x
INTU
3.8xcheck_circle
Market CapUSD
APPF
$7.7B
INTU
$91.0Bcheck_circle
ARR GrowthYoY
APPF
N/A
INTU
N/A
CAC PaybackMonths to recover
APPF
N/A
INTU
N/A
insights
Analysis
As of Q2 2026, AppFolio, Inc. trades at 7.5x EV/Revenue versus INTUIT INC. at 3.8x. On the Rule of 40, AppFolio, Inc. scores 40.6 compared to INTUIT INC.'s 162.0, placing INTUIT INC. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 87% 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.