Summary Verdict
RBRK: 2—APPF: 3wins
Rule of 40
67.7RBRK
46.3APPF
check_circleRBRK leads
Revenue Growth
48.5%RBRK
21.5%APPF
check_circleRBRK leads
Gross Margin
80%RBRK
84%APPF
check_circleAPPF leads
FCF Margin
19.2%RBRK
24.8%APPF
check_circleAPPF leads
Operating Margin
-26.2%RBRK
15.8%APPF
check_circleAPPF leads
NRR
—RBRK
—APPF
Metric
Rule of 40Efficiency score
RBRK
67.7check_circle
APPF
46.3
Revenue GrowthYoY
RBRK
48.5%check_circle
APPF
21.5%
Gross Margin% of revenue
RBRK
80%
APPF
84%check_circle
FCF MarginFree cash flow
RBRK
19.2%
APPF
24.8%check_circle
Operating MarginGAAP
RBRK
-26.2%
APPF
15.8%check_circle
NRRNet retention
RBRK
N/A
APPF
N/A
EV / RevenueValuation multiple
RBRK
N/A
APPF
6.3x
Market CapUSD
RBRK
N/A
APPF
$6.1B
ARR GrowthYoY
RBRK
N/A
APPF
N/A
CAC PaybackMonths to recover
RBRK
N/A
APPF
N/A
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insights
Analysis
As of Q1 2026, Rubrik, Inc. trades at N/A EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, Rubrik, Inc. scores 67.7 compared to AppFolio, Inc.'s 46.3, placing Rubrik, Inc. ahead in operating efficiency. Gross margins stand at Rubrik, Inc. 80% 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.