Summary Verdict
PD: 1—APPF: 4wins
Rule of 40
28.1PD
46.3APPF
check_circleAPPF leads
Revenue Growth
5.4%PD
21.5%APPF
check_circleAPPF leads
Gross Margin
85%PD
84%APPF
check_circlePD leads
FCF Margin
22.7%PD
24.8%APPF
check_circleAPPF leads
Operating Margin
1.2%PD
15.8%APPF
check_circleAPPF leads
NRR
—PD
—APPF
Metric
Rule of 40Efficiency score
PD
28.1
APPF
46.3check_circle
Revenue GrowthYoY
PD
5.4%
APPF
21.5%check_circle
Gross Margin% of revenue
PD
85%check_circle
APPF
84%
FCF MarginFree cash flow
PD
22.7%
APPF
24.8%check_circle
Operating MarginGAAP
PD
1.2%
APPF
15.8%check_circle
NRRNet retention
PD
N/A
APPF
N/A
EV / RevenueValuation multiple
PD
N/A
APPF
6.3x
Market CapUSD
PD
N/A
APPF
$6.1B
ARR GrowthYoY
PD
N/A
APPF
N/A
CAC PaybackMonths to recover
PD
N/A
APPF
N/A
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insights
Analysis
As of Q1 2026, PagerDuty, Inc. trades at N/A EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, PagerDuty, Inc. scores 28.1 compared to AppFolio, Inc.'s 46.3, placing AppFolio, Inc. ahead in operating efficiency. Gross margins stand at PagerDuty, Inc. 85% 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.