Summary Verdict
APPF: 4—PD: 1wins
Rule of 40
33.4APPF
29.8PD
check_circleAPPF leads
Revenue Growth
21.5%APPF
4.5%PD
check_circleAPPF leads
Gross Margin
86%APPF
85%PD
check_circleAPPF leads
FCF Margin
11.9%APPF
25.3%PD
check_circlePD leads
Operating Margin
16.6%APPF
2.1%PD
check_circleAPPF leads
NRR
—APPF
—PD
Metric
Rule of 40Efficiency score
APPF
33.4check_circle
PD
29.8
Revenue GrowthYoY
APPF
21.5%check_circle
PD
4.5%
Gross Margin% of revenue
APPF
86%check_circle
PD
85%
FCF MarginFree cash flow
APPF
11.9%
PD
25.3%check_circle
Operating MarginGAAP
APPF
16.6%check_circle
PD
2.1%
NRRNet retention
APPF
N/A
PD
N/A
EV / RevenueValuation multiple
APPF
N/A
PD
N/A
Market CapUSD
APPF
N/A
PD
N/A
ARR GrowthYoY
APPF
N/A
PD
N/A
CAC PaybackMonths to recover
APPF
N/A
PD
N/A
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insights
Analysis
As of Q1 2026, AppFolio, Inc. trades at N/A EV/Revenue versus PagerDuty, Inc. at N/A. On the Rule of 40, AppFolio, Inc. scores 33.4 compared to PagerDuty, Inc.'s 29.8, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at AppFolio, Inc. 86% vs PagerDuty, Inc. 85%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.