Summary Verdict
LIF: 2—APPF: 3wins
Rule of 40
49.5LIF
46.3APPF
check_circleLIF leads
Revenue Growth
31.8%LIF
21.5%APPF
check_circleLIF leads
Gross Margin
78%LIF
84%APPF
check_circleAPPF leads
FCF Margin
17.7%LIF
24.8%APPF
check_circleAPPF leads
Operating Margin
3.9%LIF
15.8%APPF
check_circleAPPF leads
NRR
—LIF
—APPF
Metric
Rule of 40Efficiency score
LIF
49.5check_circle
APPF
46.3
Revenue GrowthYoY
LIF
31.8%check_circle
APPF
21.5%
Gross Margin% of revenue
LIF
78%
APPF
84%check_circle
FCF MarginFree cash flow
LIF
17.7%
APPF
24.8%check_circle
Operating MarginGAAP
LIF
3.9%
APPF
15.8%check_circle
NRRNet retention
LIF
N/A
APPF
N/A
EV / RevenueValuation multiple
LIF
N/A
APPF
6.3x
Market CapUSD
LIF
N/A
APPF
$6.1B
ARR GrowthYoY
LIF
N/A
APPF
N/A
CAC PaybackMonths to recover
LIF
N/A
APPF
N/A
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insights
Analysis
As of Q4 2025, Life360, Inc. trades at N/A EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, Life360, Inc. scores 49.5 compared to AppFolio, Inc.'s 46.3, placing Life360, Inc. ahead in operating efficiency. Gross margins stand at Life360, Inc. 78% 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.