analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
NTNX: 3—APPF: 2wins
Rule of 40
53.0NTNX
46.3APPF
check_circleNTNX leads
Revenue Growth
25.1%NTNX
21.5%APPF
check_circleNTNX leads
Gross Margin
82%NTNX
84%APPF
check_circleAPPF leads
FCF Margin
27.9%NTNX
24.8%APPF
check_circleNTNX leads
Operating Margin
6.4%NTNX
15.8%APPF
check_circleAPPF leads
NRR
—NTNX
—APPF
Metric
Rule of 40Efficiency score
NTNX
53.0check_circle
APPF
46.3
Revenue GrowthYoY
NTNX
25.1%check_circle
APPF
21.5%
Gross Margin% of revenue
NTNX
82%
APPF
84%check_circle
FCF MarginFree cash flow
NTNX
27.9%check_circle
APPF
24.8%
Operating MarginGAAP
NTNX
6.4%
APPF
15.8%check_circle
NRRNet retention
NTNX
N/A
APPF
N/A
EV / RevenueValuation multiple
NTNX
3.8xcheck_circle
APPF
6.3x
Market CapUSD
NTNX
$10.8Bcheck_circle
APPF
$6.1B
ARR GrowthYoY
NTNX
N/A
APPF
N/A
CAC PaybackMonths to recover
NTNX
N/A
APPF
N/A
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insights
Analysis
As of Q1 2026, Nutanix, Inc. trades at 3.8x EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, Nutanix, Inc. scores 53.0 compared to AppFolio, Inc.'s 46.3, placing Nutanix, Inc. ahead in operating efficiency. Gross margins stand at Nutanix, Inc. 82% 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.