analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ORCL: 1—APPF: 4wins
Rule of 40
17.0ORCL
46.3APPF
check_circleAPPF leads
Revenue Growth
17.6%ORCL
21.5%APPF
check_circleAPPF leads
Gross Margin
39%ORCL
84%APPF
check_circleAPPF leads
FCF Margin
-0.6%ORCL
24.8%APPF
check_circleAPPF leads
Operating Margin
28.4%ORCL
15.8%APPF
check_circleORCL leads
NRR
—ORCL
—APPF
Metric
Rule of 40Efficiency score
ORCL
17.0
APPF
46.3check_circle
Revenue GrowthYoY
ORCL
17.6%
APPF
21.5%check_circle
Gross Margin% of revenue
ORCL
39%
APPF
84%check_circle
FCF MarginFree cash flow
ORCL
-0.6%
APPF
24.8%check_circle
Operating MarginGAAP
ORCL
28.4%check_circle
APPF
15.8%
NRRNet retention
ORCL
N/A
APPF
N/A
EV / RevenueValuation multiple
ORCL
7.8x
APPF
6.3xcheck_circle
Market CapUSD
ORCL
$498.4Bcheck_circle
APPF
$6.1B
ARR GrowthYoY
ORCL
N/A
APPF
N/A
CAC PaybackMonths to recover
ORCL
N/A
APPF
N/A
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insights
Analysis
As of Q1 2026, ORACLE CORP trades at 7.8x EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, ORACLE CORP scores 17.0 compared to AppFolio, Inc.'s 46.3, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at ORACLE CORP 39% 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.